5.4.2 View Nominee Details

You can view the details of the nominee added to a CASA account.

To view the nominee details:

  1. In the Nominee Details section, click the View icon from the Actions field.
    The Nominee Details section is displayed.

    Figure 5-14 View Nominee Details

    Description of Figure 5-14 follows
    Description of "Figure 5-14 View Nominee Details"
  2. You can view the required details in the section displayed. For more information on fields, refer to the field description table.

    Table 5-9 Nominee Details – Field Description

    Field Description
    Customer ID This section displays the customer ID of the nominee.
    First Name Displays the name of the nominee.
    Relation Type Displays the type of relationship with the nominee.
    Date of Birth Displays the nominee's date of birth.
    Minor Displays whether the added nominee is a minor.
    Relation Type Displays the type of relationship with nominee.
    First Name Displays the name of the guardian.
    Address Details Displays the guardian's address details.
  3. Click Close.