You can add a nominee to a TD account.

1. In the Nominee Details section, click Add Nominee.
   The Add Nominee section is displayed.

   Figure 4-32 Add Nominee Details

   
   Description of "Figure 4-32 Add Nominee Details"
2. You can maintain the required details in the sections displayed. For more information on fields, refer to the field description table.

   Table 4-18 Add Nominee Details – Field Description

   Field	Description
   Nominee Details	This section displays the fields for capturing the basic nominee details.
   Customer ID	Select or specify the customer ID to default the nominee details for the selected customer.
   Relationship Type	Select the relationship type with the nominee.
   First Name	Specify the nominee's first name.
   Date of Birth	Select or specify the nominee's date of birth.
   Minor	Displays whether the added nominee is a minor or major based on the date of birth selected or specified.
   Address Details	This section displays the fields to capture the nominee's address.
   Default Account Address	Switch to to default the account holder's communcation address specified. Switch to to not to default the account holder's communcation address specified.
   Address Line 1/Building Name	Specify the building of the nominee.
   Address Line 2/Street Name	Specify the street of the nominee.
   Address Line 3/City/Town Name	Specify the city or town of the nominee.
   State	Specify the state of the nominee.
   Country	The country defaults based on the specified state.
   Zip Code	Specify the zip code of the nominee.

   • If the added nominee is a minor, its mandatory to add the guardian details. If required, you can also add gaurdian details for a major by switching to from the Add Gaurdian field in the Gaurdian Details section.

     Figure 4-33 Guardian Details

     
     Description of "Figure 4-33 Guardian Details"

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

     Table 4-19 Guardian Details – Field Description

     Field	Description
     Add Guardian	Switch to to add guardian details. Switch to to not to add the guardian details.
     Relationship Type	Select the relationship type with the guardian.
     First Name	Specify the guardian's first name.
     Address Details	This section displays the fields to capture the guardian's address details.
     Default Address	Select the default address for the guardian. The options are: Nominee: If you select this option, then the guardian address is defaulted from nominee address. Account: If you select this option, then the account holder communication address is defaulted as guardian's address. Note: If requried, you can edit the defaulted address.
     Address Line 1/Building Name	Specify the building of the guardian.
     Address Line 2/Street Name	Specify the street of the guardian.
     Address Line 3/City/Town Name	Specify the city or town of the guardian.
     State	Specify the state of the guardian.
     Country	The country defaults based on the specified state.
     Zip Code	Specify the zip code of the guardian.

   Note:

   • The system defaults the customer's communication address, and personal details when the nominee details are defaulted from the customer.
   • The system defaults the customer's communication address when the nominee or guardian address details are defaulted from the account.
3. Click Save.
   The nominee details are saved and displayed in the Nominee Details section.
4. Click Submit.
   The screen is successfully submitted for authorization.