Create Joint Holder Type

This topic explains the systematic instructions to create joint holder type.

  1. On Home screen, under Menu, click Retail Account Configurations. Under Retail Account Configurations, click Joint Holder Type.
  2. Under Joint Holder Type, click Create Joint Holder Type.
    The Create Joint Holder Type screen displays.

    Figure 1-30 Create Joint Holder Type


    Description of Figure 1-30 follows
    Description of "Figure 1-30 Create Joint Holder Type"

  3. Specify the fields on Create Joint Holder Type screen.

    For more information on fields, refer to the field description table below.

    Table 1-25 Create Joint Holder Type - Field Description

    Field Description
    Joint Holder Type Code Specify the joint holder type code which should be an unique alpha numeric code.
    Description Specify the description of the joint holder type.

    For Example: Guardian, Custodian, etc.

  4. After specifying all the details, click Save to complete the steps. Or click Cancel to exit without saving.