5.4 Nominee Details Update

You can modify the existing nominee details, add a new nominee, and delete the existing nominee details added to the CASA account using this screen.

To update nominee details:

Note:

The fields marked as Required are mandatory.
  1. On the Homepage, from the Account Services mega menu, under Maintenance, click Nominee or specify Nominee in the search icon bar and select the screen.

    The Nominee Details Update screen is displayed.

    Figure 5-10 Nominee Details Update


    Description of Figure 5-10 follows
    Description of "Figure 5-10 Nominee Details Update"

  2. On Nominee Details Update screen, specify the fields.
    The details are displayed in the screen.

    Figure 5-11 Nominee Details


    Description of Figure 5-11 follows
    Description of "Figure 5-11 Nominee Details"

  3. In the Nominee Details section, you can view the details of the nominee if already added to the account. For more information on fields, refer to the field description table.

    Table 5-6 Nominee Details Update – Field Description

    Field Description
    Search by Users can search for an account number by using any of the available search criteria.

    The account number is set as the default search option. Users can specify the account number directly in the adjacent field or search for an account number by clicking the Search icon. Users can also search for the specific account number by providing customer ID, account number, or account name.

    Other search options available in the Search by field are Customer ID, SSN, Mobile Number, and Email.

    A specific customer ID can be searched by providing the customer name or customer ID. If SSN, mobile, or email IDs are chosen to find an account number, the respective IDs have to be input entirely in the adjacent field for the system to display the account number. For a given search criteria, multiple account numbers may be linked.

    For example, two or more account numbers can be linked to a single mobile number. In such cases, the system displays all the account number matches and the user can select the relevant account number on which to perform a servicing operation.

    Note:

    The label of the field adjacent to the Search by field changes dynamically. For example, if the Account number is chosen as the search criteria, the label of the adjacent field is displayed as the Account Number. If SSN is chosen as the search criteria, then the adjacent field would display the label as SSN.

    Nominee Details

    		 This section displays the details of the nominee added to the CASA account.

    Note:

    For information on adding a nominee, refer Add Nominee.
    Nominee Name Displays the name of the nominee added.
    Relation Type Displays the relationship of the nominee.
    Date of Birth Displays the nominee's date of birth.
    Minor Displays whether the nominee is a minor.
    Guardian Displays the name of the guardian, if the nominee is a minor.
    Actions Displays the following icons to perform the action:
    • View: For information on this action, refer View Nominee Details.
    • View: For information on this action, refer Edit Nominee Details.

    • Delete

      : If you click this icon, then a confirmation message is displayed that the nominee details will not be recovered. To proceed with deletion, you need to click Delete.
  4. Click Submit.
    The screen is successfully submitted for authorization.

Parent topic: Maintenance