2.2.18 Joint Holder Dtls Button

This topic provides the systematic instructions to specify the names of any joint unit holders to be considered for joint unitholder accounts, or Either or Survivor accounts.

You must specify the name of at least one joint unitholder for such an account, as mandatory information for accounts with the operation type as either Joint or Survivor.

1. On Unit Holder Maintenance Detail screen, click Joint Holder Dtls button.
   The Joint Holder Details screen is displayed.

   Figure 2-21 Unit Holder Maintenance Detail_Joint Holder Details Button

   
   

   
   Description of "Figure 2-21 Unit Holder Maintenance Detail_Joint Holder Details Button"

   
   
2. On Joint Holder Details screen, specify the fields.
   For more information on fields, refer to the field description table.

   Table 2-22 Joint Holder Details - Field Description

   Field	Description
   Existing UH/ CIF	Optional Select if the unit holder or CIF is existing or not from the drop-down list. The list displays the following values: Yes No
   Joint Holder Type	Mandatory Select the Type of joint account from the drop-down list. The list displays the following values: First Second Third
   Joint Holder ID	Alphanumeric; 12 Characters; Mandatory Select the ID of the joint account holder from the list of IDs available.
   Joint Holder Name	Display The system displays the name of the Joint Holder.
   Date of Birth	Date format, Optional Enter the joint account holder’s date of birth.
   Country of Birth	Display The system displays the country of birth mapped for the UH.
   Gender	Optional Specify the gender of the joint account holders.
   PAN/GIR Number	Alphanumeric; 15 Characters; Optional Specify the Permanent Account Number (PAN) of the joint account holders in the respective text boxes.
   Form 60/61 Available?	Optional Indicate whether Form 60/61 is available for the joint holders in case they don’t have a PAN.
   MFIN	Alphanumeric; 15 Characters; Optional Specify the MFIN of the joint account holder.
   Recover CGT?	Optional Select Yes option, if the tax on capital gain has to be deducted from the transaction (Redemption, Transfer and Switch).
   Country Of Domicile	Alphanumeric; 3 Characters; Optional Select the country of domicile from the option list provided; these details are maintained as part of Country Maintenance.
   Address Line 1 and Address Line 2	Alphanumeric; 105 Characters; Optional Click Address Details link to view the Address text box. Here you can enter the address of the joint account holder.
   City	Alphanumeric; 105 Characters; Optional Specify the city name of the joint holder.
   State	Alphanumeric; 5 Characters; Optional Specify the state name of the joint holder.
   Country	Alphanumeric; 3 Characters; Optional Specify the country name of the joint holder.
   Zip Code	Alphanumeric; 3 Characters; Optional Specify the Zip Code.
   E-mail	Alphanumeric; 255 Characters; Optional Specify the E-mail details of the joint holder.
   Contact Person	Alphanumeric; 60 Characters; Optional Specify the contact person details.
   Telephone 1 and 2	Alphanumeric; 60 Characters; Optional Specify the telephone number.
   Cellphone Number	Alphanumeric; 60 Characters; Optional Specify the Cellphone Number.
   Fax	Alphanumeric; 60 Characters; Optional Specify the fax number.
   US Indicia	Display The system defaults the US Indicia Available as Yes or No based on the existing UH/CIF maintained. If the existing UH/CIF is Yes, then the system defaults the US Indicia Available. If the existing UH/CIF is No, then the system derives the US Indicia Available based on the country, country of domicile and bank branch country.
   FATCA Classification	Display If the joint selected is an existing entity in the system, then system displays FATCA classification type.
   FATCA Status	Display If the joint selected is an existing entity in the system, then system displays FATCA status based on FATCA maintenance. Note: The fields PAN/GIR Number, MFIN and Form 60/61 will be displayed only if the client country SHOWPANINFO is set to True for your bank.