21.3 Edit Nominee

This topic describes the information about Edit Nominee screen. Users can edit the details of a nominee assigned to any of their CASA / Term Deposit/ Recurring Deposit accounts.

To edit the nominee details:

1. In the Nominee Summary screen, click the View / Edit link against the account for which you want to edit the nominee.
   The View Nominee screen appears.
2. Click Edit to update the details.
   The Edit Nominee screen appears.

   • Click Cancel to cancel the transaction.
   • Click Back to navigate back to the previous screen.

   Figure 21-7 Edit Nominee

   
   

   
   Description of "Figure 21-7 Edit Nominee "

   
   

   Note:

   The fields which are marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 21-5 Edit Nominee - Field Description

   Field Name	Description
   Account Number	The current and savings/ term deposit/ recurring deposit account number in masked format along with the Account Name, Account Currency, and Branch Code.
   Select Option	The option to specify whether a new nominee is being added against the account or whether an existing nominee linked to a different account is to be added to the account.
   Nomination Details	Information specified in below fields are related to nomination details.
   Full Name	The full name of the nominee is displayed. You can edit this field.
   Date of Birth	The nominee’s date of birth is displayed. You can edit this field.
   Relationship with Account Holder	The relationship that the nominee has with the bank account holder. You can edit this field.
   Address	The address of the nominee is displayed. You can edit this field.
   Country	The country in which the nominee resides. You can edit this field.
   State	The state in which the nominee resides. You can edit this field.
   City	The name of the city in which the nominee resides. You can edit this field.
   Zip Code	The postal code of the nominee. You can edit this field.
   Guardian Details	This section appears only if the age of the nominee is a minor as per date specified in the Date of Birth field.
   Full Name	The name of the guardian of the nominee. You can edit this field.
   Address	The address of the guardian. You can edit this field.
   Country	The country in which the guardian of the nominee resides. You can edit this field.
   State	The state in which the guardian of the nominee resides. You can edit this field.
   City	The city in which the guardian of the nominee resides. You can edit this field.
   Zip	The postal code of the nominee's guardian. You can edit this field.

3. Select the Select option field, select the option of choice;
   1. If you have selected the option Add Nominee, enter nominee information in the provided fields. Steps 4 onwards.
   2. If you have selected the option Replicate Existing Nominee, the Select Nominee overlay screen appears.
      Select a nominee record that you want to add as a nominee and click Ok.

      The Add Nominee screen with pre-populated nominee details of the selected nominee appears.

4. In the Full Name field, edit the name of the nominee, if required.
5. From the Date of Birth list, edit the date of birth of the nominee, if required.
6. From the Relationship with Account Holder list, edit the relationship of the nominee with the bank account holder, if required.
7. In the Address field, edit the address of the nominee, if required.
8. From the Country list, edit the country of the nominee, if required.
9. In the State, City and Zip Code fields, edit the required details.
10. If the nominee is a minor, the Guardian Information section will be displayed and can be edited as follows:
    1. In the Full Name field, edit the name of the nominee's guardian, if required.
    2. In the Address field, edit the address details of the nominee's guardian, if required.
    3. From the Country list, edit the country of the nominee's guardian, if required.
    4. In the State, City and Zip Code fields, edit the details, if required.
11. Perform anyone of the following actions.
    • Click Submit to save the changes made.
    • Click Back to navigate back to the previous screen.
    • Click Cancel to cancel the transaction.
    • Click the Nominee option from the kebab menu to go to the Nominations page.
12. Perform anyone of the following actions.
    • The Review screen appears. Verify the details and click Confirm.
    • Click Back to navigate back to the previous screen.
    • Click Cancel to cancel the transaction.

    The success message appears along with the transaction reference number and nominee details.
13. Click Home, to navigate to the dashboard.
    • Click View Nominee to go to the Nominations page.