You can block the CD amount. A Certificate of Deposit can be blocked for certain amount due to different reasons like collateral to an overdraft, funds provider account during sweep transactions, and so on. Also, the Bank might receive request from any authorized external agencies to block the CD amount.

1. On the Home screen, from the Certificate of Deposit Services mega menu, under Certificate of Deposits and Maintenance, click Create Amount Block, or specify Create Amount Block in the search icon bar and select the screen.
   The Create Certificate of Deposit Amount Block screen is displayed.

   Figure 2-28 Create Certificate of Deposit Amount Block

   
   

   
   Description of "Figure 2-28 Create Certificate of Deposit Amount Block"

   
   
2. On the Create Certificate of Deposit Amount Block screen, click the Search icon or specify the account number in the Account Number field, and press Enter or Tab.
   The details for the account entered are displayed.

   Figure 2-29 Create Certificate of Deposit Amount Block Details

   
   

   
   Description of "Figure 2-29 Create Certificate of Deposit Amount Block Details"

   
   
3. Specify the fields on the Create Certificate of Deposit Amount Block screen. For more information on fields, refer to the field description table.

   Table 2-22 Create Certificate of Deposit Amount Block – Field Description

   Field	Description
   Search By	Users can search for an account number by using any of the available search criteria. The account number is set as the default search option. Users can specify the account number directly in the adjacent field or search for an account number by clicking the Search icon. Users can also search for the specific account number by providing customer ID, account number, or account name. Other search options available in the Search by field are Customer ID, SSN, Mobile Number, and Email. A specific customer ID can be searched by providing the customer name or customer ID. If SSN, mobile, or email IDs are chosen to find an account number, the respective IDs have to be input entirely in the adjacent field for the system to display the account number. For a given search criteria, multiple account numbers may be linked. For example, two or more account numbers can be linked to a single mobile number. In such cases, the system displays all the account number matches and the user can select the relevant account number on which to perform a servicing operation. Note: The label of the field adjacent to the Search by field changes dynamically. For example, if the Account number is chosen as the search criteria, the label of the adjacent field is displayed as the Account Number. If SSN is chosen as the search criteria, then the adjacent field would display the label as SSN.
   Amount To Be Blocked	Specify the amount you want to block for the Certifiacte of Deposit (CD). Note that the currency for the CD will be displayed by default.
   Block Reason	Select reason for block from drop-down list.
   Effective Date	Specify or select the effective date for the block. Note: This date cannot be less than current process date.
   Expiry Date	Specify or select the expiry date for the block. Note: This date cannot be less than current process date and effective date.
   Narrative	Specify the narration, if any for the block.

4. Click Submit.
   The screen is successfully submitted for authorization.