6.4.3.3.19 Person Authorized to Bind the Entity or Act with Respect to the Account

If the conductor is an entity, you must provide the information for up to three persons who are authorized to bind the entity or act with respect to the account.

To add Person authorized to bind the entity or act with respect to the account, follow these steps:
  1. Click Add. The Person authorized to bind the entity or act with respect to the account section is displayed.
  2. Enter the following information in the Person authorized to bind the entity or act with respect to the account fields as tabulated.
    Person authorized to bind the entity or act with respect to the account describes fields to add a Person authorized to bind the entity or act with respect to the account. Fields marked with an asterisk * are mandatory.

    Table 6-19 Person authorized to bind the entity or act

    Fields Description
    Surname Providethe last name of the person.
    Givenname

    Providethe first name of the person.

    NOTE:Ifa person has only a single name, enter "XXX" in the "Given name" field and the person's single name in the "Surname" field.

    Other/initial details Providethe middle or other name(s) of the person, or their initial(s) if no other names apply.
    Alias Providethe name a person uses, or by which they are known, other than the name provided under surname, given name, or other/ initial.
    Nameof entity Providethe full name of the entity.
  3. Click Save. A new person authorized to bind the entity or act with respect to the account is added to the list