2.2 IRA 360 - Retail Deposits
User can inquire the details of IRA 360 using the IRA 360 screen.
To inquire the IRA 360 details:
- On the Home screen, from IRA Services, click IRA 360, or specify the IRA 360 in the Search icon bar.The IRA 360 virtual screen is displayed.
- On the IRA 360 screen, click the Search icon or specify the deposit account number, and press the Tab or Enter key.The existing IRA 360 details are displayed.For more information on fields, refer to field description table below:
Table 2-2 IRA 360 Data – Field Description
Field Description Account Number Displays the account number. Account Name
Displays the name of the account holder. Product Name Displays the product name from the product master. Status Displays the status. The options for the status are: - Active
- Matured
- Closed
Branch Code Displays the branch code or identifier where the account is held. Branch Name Displays the name of the branch where the account is held. Tenor Displays the duration of the term deposit. Interest Rate Displays the applicable interest rate for the deposit. Deposit Start Date Displays the date when the deposit was made. Maturity On Displays the date when the deposit matures. Interest Cycle Displays the frequency of interest calculation. Beneficiary Displays the status of beneficiary nomination. Reinvest Interest Displays the reinvest interest. Current Principal Displays the current principal amount in the account. Initial Pay In Displays the original amount initially deposited. Contribution Displays the amount contributed to the account. Distribution Displays the amount distributed/withdrawn from the account. Maturity Amount Displays the maturity value upon completion of the tenure. Amount Block Displays the amount blocked or on hold; not available for use. Interest Reinvested Displays the amount of interest that has been reinvested. Tax Deducted Displays the tax amount deducted as part of the account's transactions. Account Holders Displays the details of individuals holding the account, including holder name and ID. Mode of Operation Displays the mode of operated. Account Address Displays the address associated with the account. Account Preferences Displays the Preferences such as facilities or banking channels enabled for the account. Account Statement Details Displays the information on statement frequency and options for requesting ad hoc statements. Upcoming Transactions This widget displays the scheduled and future transactions related to the account. No Amount Block This widget displays the any existing amount blocks. Overdue Transactions This widget displays the transactions that are overdue. Instructions Set This widget displays the instructions for account actions at maturity or other operational guidelines. Recent Transactions This widget displays the summary of latest transactions, amounts, and references. Rollover History This widget displays details about rollover actions. Interest Rate Changes This widget displays changes or current interest rate details. Frequent Actions This widget displays the common features.
Parent topic: Account View

