This topic describes the systematic instructions to Transfer Customer Account.

1. Click Corporate Account Services, and under Corporate Account Services, click Customer Transfer.
   The Customer Transfer page displays.

   Figure 5-52 Customer Transfer

   
   

   
   Description of "Figure 5-52 Customer Transfer"

   
   
2. Specify one or more fields in the Account Search section.

   Table 5-36 Account Search- Field Description

   Field	Description
   Customer Number	Specify the CIF number of the customer owning the account.
   Customer Name	The name of the selected customer is auto-populated.
   Account Category	Specify the account category to which the account belongs.
   Description	The description of the selected account category is auto-populated.
   Currency	Specify the operating currency of the account.
   Currency Description	The description of the operating currency is auto-populated.
   Account Number	Specify the Account number. Click the Fetch icon. The Account Number dialog displays. Search for the required account by providing some or all of the following details: Account Number, Account Name, or Account Currency. Select the required account from the results.

   The Customer Transfer page displays.

   Figure 5-53 Customer Transfer

   
   

   
   Description of "Figure 5-53 Customer Transfer"

   
   
3. Click Search.
   The accounts matching the search filters display in the Account Selection section.
4. Click an account tile to select it, then click Initiate.
   The Customer Transfer Entry page displays the Account Basic Details screen.

   Figure 5-54 Customer Transfer Entry

   
   

   
   Description of "Figure 5-54 Customer Transfer Entry "

   
   
5. Review the account details on each tab and click Next.
   The Account Address page displays.
6. Review the account details on each tab and click Next.
   The Account Signatory page displays.
7. Clear all the existing signatures and add the new set of signatures as required and Click Next.
   The Summary page displays.
8. Click Submit from the Summary screen.
9. Complete the Stage Movement Submission process.