21.1 Add Nominee

This topic describes the information about Add Nominee screen. User can add a nominee against a specific account with this feature.

Using this option, you can add a nominee against a specific account. The following two options are present to add a nominee.

• Add New Nominee: This option enables the user to add a new nominee by entering –nominee’s name and other details like date of birth, relationship, country state and address.
• Replicate existing nominee: This option enables the user to replicate a nominee by selecting a nominee of an existing CASA, Recurring Deposit or Term Deposit account. On selection of a nominee, that nominee’s details are pre-populated in the respective fields. If required, the user can modify the details.

• Add Nominee – Add New
  This topic describes the information about the Add Nominee – Add New screen.
• Add Nominee – Replicate Existing Nominee
  This topic describes the information about Add Nominee – Replicate Existing Nominee screen.