2.1.6 NomineeDetails

This topic provides the systematic instructions to capture the details of the nominee for the account.

The Nominee Details is a non-mandatory data segment. If required, It allows capturing multiple nominees for the account. Nominee can be a minor, in that case, it is mandatory to provide details of the guardian. For SMB Customer, Nominee Details are allowed only for Proprietary type of Business Accounts.

To add nominee details:

1. Click Next in from the previous data segment to proceed with the next data segment, after successfully capturing the data.
   The Nominee Details screen displays.

   Figure 2-13 Nominee Details

   
   

   
   Description of "Figure 2-13 Nominee Details"

   
   
2. Specify the fields on Nominee Details screen.

   Table 2-10 Details - Field Description

   Field	Description
   Title	Select the title of the applicant.
   First Name	Specify the first name of the applicant.
   Middle Name	Specify the middle name of the applicant.
   Last Name	Specify the last name of the applicant.
   Relationship Type	Select the relationship type of the nominee with the applicant.
   Date of Birth	Select the applicant's date of birth.
   Minor	Select to indicate if nominee is minor.
   Add Guardian	Click the Add Guardian link to add the guardian details. The link appears if the Minor field is enabled. This field is conditional mandatory.
   Percentage	Specify the percentage to be considered for distribution of the account balance in case of uneventful death of the applicant.
   Address	This section displays the added address of the applicant. It is mandatory to add communication address of the applicant. Click to add address details. Click to perform below actions on the added address details, To view the address details, click View. To edit the address details, click Edit. To delete the address details, click Delete.
   Address Type	Select the address type for the applicant from the drop-down list. Residential Address Communication Address
   Location	Select and search the location.
   Current Address	Select to indicate if you want to mark entered address as current address type.
   Preferred Address	Select to indicate if you want the selected address type as preferred address type.
   Address From	Select the date from when you are connected with the given address.
   Address To	Select the date till when you were connected with the given address.
   Address	Specify the address to search for the already captured address. Based on the configuration, on entering a few letters, the system fetches the related address that is already captured. Based on the selection, the fields are fetched in the address section.
   Address Line 1	Specify the building name.
   Address Line 2	Specify the street name.
   Address Line 3	Specify the city or town name.
   Country	Select and search the country code.
   State / Country Sub Division	Specify the state or country sub division. This field appears based on the selected country code.
   Zip Code / Post Code	Specify the zip or post code of the address.
   Addition Info	In this section you can provide addition information.
   Sub Department	Specify the sub department.
   Department	Specify the department.
   Building Number	Specify the building number.
   Post Box	Specify the post box code.
   District Name	Specify the district name.
   Floor	Specify the floor number.
   Room	Specify the room number.
   Locality	Specify the locality.
   Landmark	Specify the landmark.
   Contact Name / Narrative	Specify the name of the contact person.
   Contact Details	In this section you can provide digital contact details.
   <Communication Mode>	Select the communication mode from the drop-down list. The available options are: Mobile Phone Email
   Country	Select the country along with international subscriber dialing code of the mobile phone from the drop-down list. The drop-down list option consist of countrycode, country name and subscriber dialing code. This field appears only if you select the Mobile Phone option as communication mode.
   Mobile Number	Specify the mobile number.
   Preferred	Select to indicate if the given mobile number is the preferred number.
   Action	You can edit or delete the added mobile details.
   Email Id	Specify the email ID. This field appears only if you select the Email option as communication mode.
   Preferred	Select to indicate if the given email ID is the preferred ID.
   Action	You can edit or delete the added email details.
   Add Nominee	Click to add additional nominee for the account.

3. Click Next to navigate to the next data segment, after successfully capturing the data. The system will validate all mandatory data segments and data fields. If mandatory details are not provided, the system displays an error message for the user to take action. User will not be able to proceed to the next data segment, without capturing the mandatory data.

Guardian Details

This screen allows to capture details of the guardian of the minor nominee.

To add guardian details:

4. Click Add Guardian Details on Nominee Details screen.

   The Guardian Details screen is displayed

   Figure 2-14 Guardian Details

   
   

   
   Description of "Figure 2-14 Guardian Details"

   
   
5. Specify the details in the relevant data fields.
   Refer the Nominee Details field description table for detailed information on each field.
6. Click Save to save the guardian details