3.19 Process Auth Rep Maintenance Detail

This topic provides the systematic instructions to set up a new authorized representative in the system and associate this representative with the unit holder.

1. On Home screen, type UTDATREP in the text box, and click Next.
   The Auth Rep Maintenance Detail screen is displayed.

   Figure 3-21 Auth Rep Maintenance Detail

   
   

   
   Description of "Figure 3-21 Auth Rep Maintenance Detail"

   
   
2. On Auth Rep Maintenance Detail screen, click New to enter the details.
   For more information on fields, refer to the field description table.

   Table 3-16 Auth Rep Maintenance Detail - Field Description

   Field	Description
   Auth Rep ID	Alphanumeric; 12 Characters; Mandatory Indicate a unique ID for the authorized representative.
   Expiry Date	Date Format; Optional Specify an expiry date for the unit holder authorizing representative being defined. An error message is displayed on saving the transaction if the expiry date is less than the transaction date.
   Category	Mandatory Select the category from the drop-down list. The list displays the following values: Individual Corporate
   Title	Alphanumeric; 15 Characters; Optional Select the applicable title for the name of the authorized representative from the list provided. If you do not find the option you are looking for in the list, specify the same.
   First Name	Alphanumeric; 105 Characters; Mandatory Specify the first name of the authorized representative.
   Middle Name	Alphanumeric; 105 Characters; Optional Specify the middle name of the authorized representative.
   Last Name	Alphanumeric; 105 Characters; Optional Specify the last name of the authorized representative.
   Date of Birth	Date Format; Optional Select the date of birth of the guardian from the adjoining calendar. The system will attach this detail to the unit holder account while creating a minor unit holder account.
   Address Line 1 and 2	Alphanumeric; 255 Characters; Optional Specify the address of the authorized representative.
   City	Alphanumeric; 80 Characters; Optional Specify the name of the city of residence of the authorized representative.
   State	Alphanumeric; 20 Characters; Optional If the specified city of residence is located in a state outside of the United States of America, specify the name of the state here.
   Country	Alphanumeric; 3 Characters; Optional Select the country code for address from the adjoining option list.
   Description	Display The system displays the description for the selected country code.
   Zip Code	Alphanumeric; 10 Characters; Optional Specify the zip code of the specified city of residence of the authorized representative.
   Int. Dialing Code +	Alphanumeric; 10 Characters; Optional Specify the international dialling code.
   Telephone 1	Alphanumeric; 15 Characters; Optional Specify the telephone number.
   Int. Dialing Code +	Alphanumeric; 10 Characters; Optional Specify the international dialling code.
   Telephone 2	Alphanumeric; 15 Characters; Optional Specify the alternative telephone number.
   Int. Dialing Code +	Alphanumeric; 10 Characters; Optional Specify the international dialling code.
   Cellphone Number	Alphanumeric; 16 Characters; Optional Specify the Cellphone Number.
   Remarks	Alphanumeric; 255 Characters; Optional Specify remarks, if any.
   Nationality	Alphanumeric; 3 Characters; Optional Select the nationality from the adjoining option list.
   Description	Display The system displays the description for the selected nationality.
   Country of Domicile	Alphanumeric; 3 Characters; Optional Select the country of domicile from the adjoining option list.
   Description	Display The system displays the description for the selected country of domicile.
   Country of Birth	Alphanumeric; 3 Characters; Optional Select the country of birth from the adjoining option list.
   Description	Display The system displays the description for the selected country of birth.
   US Indicia Available	Display The system defaults US Indicia Available as Yes or No depending on the following: The nationality is US The country of birth is US The country of domicile is US The country of address is US The country code of the telephone number is 01
   FATCA Status	Display The system displays the FATCA status based on the FATCA maintenance.
   FATCA Classification	Display The system displays the FATCA classification type.
   Description	Display The system displays the FATCA classification description.

3. Click Show Image button to upload the necessary documents.
4. Click Browse button to browse the required documents and then click Upload button.
   The documents will be uploaded.