1.52.6 Nominee Details Tab

This topic explains the Joint Nominee Details Tab of Investment Account Detail screen.

  1. On Investment Account Detail screen, click Nominee Details tab to view the following details.
    The Nominee Details are displayed.
  2. On the Nominee Details tab, specify the fields.
    For more information on fields, refer to the field description table.

    Table 1-67 Nominee Details - Field Description

    Field Description
    Nominee Type Optional

    Select the type of nominee from the drop-down list. The list displays the following values:

    • First
    • Second
    • Third
    Nominee ID Alphanumeric; 12 Characters; Optional

    Specify the nominee ID. Alternatively, you can select nominee ID from the option list. The list displays all valid nominee IDs maintained in the system.

    Nominee Name Display

    The system displays the name of the selected nominee ID.

    Award Percentage Numeric; 3 Characters; Mandatory

    Specify the nominee award percentage.

    The sum total should be 100.