2.2.20 Member Dtls Button

This topic provides the systematic instructions to capture additional investor details pertaining to retirement accounts if the account is of type Retirement in the Member Details screen.

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

   Figure 2-23 Unit Holder Maintenance Detail_Member Details Button

   
   

   
   Description of "Figure 2-23 Unit Holder Maintenance Detail_Member Details Button"

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

   Table 2-24 Member Details - Field Description

   Field	Description
   Date Member became Contributory	Date Format; Optional Enter the date on which the investment account was created, i.e., the date on which the investor made the first contribution towards the retirement plan.
   Date Member details were transferred	Date Format; Optional If the retirement account was transferred from a different AMC, then specify the date of account transfer.
   Employee Retirement Age	Numeric; 5 Characters; Optional Specify the age that will be considered as retirement age for this unit holder.
   Date of Retirement	Date Format; Optional Specify the date of retirement of an investor.
   Date of Death	Date format, Optional If the unit holder is deceased, enter the date on which the unit holder died.
   Cause of Death	Alphanumeric; 250 Characters; Optional If the investor is deceased, then specify the cause of death here.
   Area Code	Alphanumeric; 10 Characters; Optional If the unit holder is deceased, select the area code of the unit holder’s residence from the available list of values. The list displays all the values maintained for the parameter AREACODE in the Parameters Maintenance. Note: You are allowed to invoke the Member Details screen only if the client country parameter RETIREMENTCHK has been set to TRUE for your bank.