1.11 Personal Information

This topic describes the section of the application form where you provide your personal information.

You can opt to upload your ID proof so as to have your information pre-populated on the basis of the ID document.

Figure 1-18 Personal Information - Basic Details



Note:

The fields which are marked as Required are mandatory.

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

Table 1-14 Personal Information - Basic Details - Field Description

Field Name Description
Upload documents to prefill this section Click this link to upload an ID proof document so as to auto fill this section with the information available in your ID proof. These documents will also serve to support your application.
View list of supporting documents Click on the link to view the documents supported for this section to be prefilled with data.
Basic Details  
Title The salutation/title applicable to you. Examples of salutation are Mr., Mrs., Dr. etc.
First Name Your first name.
Middle Name Your middle name, if applicable.
Last name Your last name.
Suffix Your suffix, if applicable. Examples are Jr, Sr, I, II, etc.
Date of Birth

Your date of birth.

The system validates your date of birth against your state of residence (as identified on the basis of zip code entered in the zip code modal window) so as to identify whether you have attained age of majority as per your state specifications.

The format of the date should be MM/DD/YYYY.
Gender The gender with which you identify.

The options are:

  • Male
  • Female
  • Other
  • Do not wish to disclose
Citizenship

The country of your citizenship

Citizenship Status

In case applicant is not a citizen of the United States of America, he/she is required to identify whether he/she is a resident alien or non-resident alien.

The options are:

  • Resident Alien
  • Non-Resident Alien

This field is displayed only if any country other than United States is selected in the Citizenship field.

In case Non-Resident Alien is selected, an error message will be displayed stating that you will not be allowed to proceed with the application online. Only U.S. citizens or resident aliens will be able to submit online applications.

Are you a public figure or associated with a public figure?

Specify whether you are a public figure (aka politically exposed person) or related to a public figure.

The options are:

  • Yes
  • No
Are you associated with Futura Bank?

Specify whether you are an employee of the bank or related to an employee of the bank.

The options are:

  • No
  • I am an Employee
  • I am related to an Employee
Employee’s Customer ID

Specify the customer ID/party ID of the Futura Bank employee.

This field will be displayed if the option I am related to an Employee selectedin the Are you associated with Futura Bank? list.

Role

Specify the role at which you or your relation is employed with the bank.

This field will be displayed if the options I am an Employee or I am related to an Employee is selected in the Are you associated with Futura Bank?’ list.

Are you associated with the Defense?

Specify whether you are a serving defense officer or a dependent of a serving defense officer.

The options are:

  • No
  • I am a defense officer
  • I am a defense officer dependent
Relationship with Defense Officer

Specify your relationship to the serving defense officer.

This field will be displayed if the option I am a defense officer dependent is selected in the Are you associated with the Defense? list.

Customer ID of Defense Officer

Specify the customer ID (as registered with the bank) of the related serving defense officer.

This field will be displayed if the option I am a defense officer dependent is selected in the Are you associated with the Defense? list.

Service Branch

Select your branch of service (in case you are a defense officer) or the branch of service of the defence officer of whom you are a dependent.

This field will be displayed if you have selected either the option I am a defense officer or ‘I am a defense officer dependent is selected in the Are you associated with the Defense? list.

Order Number

Enter your defense enrollment order number (in case you are a defense officer) or the defense enrolment order number of the defense officer of whom you are a dependent.

This field will be displayed if you have selected either the option I am a defense officer or I am a defense officer dependent is selected in the Are you associated with the Defense? list.

Military ID

Enter your military ID number (in case you are a defense officer) or the military ID number of the defense officer of whom you are a dependent.

This field will be displayed if you have selected either the option I am a defense officer or I am a defense officer dependent is selected in the Are you associated with the Defense? list.

Rank Rank of the defence officer.
Eligible for Military Lending Act? Specify whether you or the defense officer, of whom you are a dependent, is serving active military duty currently.

The options are:

  • Yes
  • No

This field will be displayed if you have selected either the option I am a defense officer or I am a defense officer dependent is selected in the Are you associated with the Defense? list.

Active Duty Start Date The date on which you or your related serving officer starts active duty.

This field will be displayed if option I am a serving officer of defence or I am a serving officer of defence dependent is selected in the Are you a serving defence officer or a serving defence officer dependent? list.

Active Duty End Date The date on which you or your related serving officer's active duty ends.

This field will be displayed if option I am a serving officer of defence or I am a serving officer of defence dependent is selected in the Are you a serving defence officer or a serving defence officer dependent? list.

Note:

The bank might design certain loan products specifically for women. For such products, if the applicant selects a value under the field Gender that is other than Female, the system will display an error message and the applicant will not be able to proceed with the application form.

  1. Click on Upload documents to prefill this section option to upload the supporting documents to prefill the section.
  2. In the Basic Details section, enter the required details.
    1. From the Title list, select the title that applies to you.
    2. In the First Name field, enter your first name.
    3. In the Middle Name field, enter your middle name, if applicable.
    4. In the Last Name field, enter your last name.
    5. From the Suffix list, select the suffix, if applicable
    6. From the Date of Birth date picker, select your date of birth of yours.
    7. From the Gender list, select your gender.
    8. In the Citizenship list, select the country of which the applicant is a citizen.
    9. From the Citizenship Status list, select the status of the citizenship in case you are not a citizen of the United States of America.
    10. In the Are you a public figure or associated with a public figure? field, specify whether you are a politically exposed person or related to a politically exposed person.
    11. From the Are you associated with Futura Bank? list, select the option to specify whether you are an employee of the bank or related to an employee of the bank.
      • If you select the option 'I am related to an Employee’;
        1. In the Employee’s Customer ID field specify the customer ID/party ID of the Futura Bank employee.
        2. From the Role list, specify the role at which you or your relation is employed with the bank.
    12. From the Are you associated with the Defense? list, select the option to specify whether you are an employee of the bank or related to an employee of the bank.
      • If you select the option I am a defense officer dependent
        1. From the Relationship with Defense Officer list, select your relationship to the serving defense officer.
        2. If you select the option I am a defense officer or I am a defense officer dependent
        3. In the Customer ID/Party ID of Serving Officer field, enter the customer ID of the related serving officer considering that he/she (SO) is an existing customer of the bank.
        4. From the Service Branch list, select the branch of service of you or your related serving officer.
        5. In the Order Number field, enter your defense enrollment order number.
        6. In the Military ID field, enter the military/defence ID of the you or your related serving officer.
        7. In the Rank field, enter the Military Rank of the you or your related serving officer.
        8. In the Eligible for MLA? field, select the desired option to specify whether you or the related serving officer is serving active duty currently.
        9. From the Active Duty Start Date date picker list, select the date on which you or your related serving officer starts active duty.
        10. From the Active Duty End Date date picker list, select the date on which you or your related serving officer's active duty ends.
  3. Click Continue to move to next sub section.
    The Identity sub section appears.
  4. In the Identity sub section, enterd the required details.

    Figure 1-19 Personal Information - Identity



    Note:

    The fields which are marked as Required are mandatory.

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

    Table 1-15 Personal Information - Identity - Field Description

    Field Name Description
    Identity  
    Social Security Number

    Your Social Security Number (SSN) for tax identification purposes. Your Social Security Number is a 9 digit number issued by the U.S. government to U.S. citizens, permanent residents and temporary residents for taxation and other purposes.

    The format of the SSN number should be xxx-xx-xxxx.

    Identification Type

    The type of identification that you wish to provide as proof of identity.

    The options are:

    • Passport
    • Driving License
    Issuing State The state/territory in which the specified ID was issued.
    ID Number Your identity number of the proof of identity selected.
    Valid Till The date till which the identification document is valid.
    1. In the Social Security Number field, enter your Social Security Number (SSN) for tax identification purposes.
    2. From the Identification Type list, select an identification document which you would like to provide as proof of identity.
    3. From the Issuing State list, select state/territory in which the specified ID was issued.
    4. In the ID Number field, enter the identity number of the proof of identity selected.
    5. From the Valid till date picker, select the date till which the identification document is valid , if required.
  5. Click Continue to move to next sub section.
    The Contact sub section appears.
  6. In the Contact sub section,enterd the required details.

    Figure 1-20 Personal Information - Contact



    Note:

    The fields which are marked as Required are mandatory.

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

    Table 1-16 Personal Information - Contact - Field Description

    Field Name Description
    Contact  
    Home Address Enter your home/residential address in this field. This field is prompt enabled, hence, as you type characters, addresses that match the characters will be listed and you can select the desired address.
    Home Address Overlay

    This overlay is displayed when you click on the Click Here link available under the Home Address field. On this overlay, you can enter your address line by.

    House/Unit Number Your house or unit number.
    Building Name Enter the building name of your home address.
    Street Specify the street address of your home address.
    Locality Specify the locality in which your home address is located.
    Zip Code The zip code as entered in the modal window at the time of product category selection, will be displayed here. You can edit the zip code as required.
    City The city in which your home address is located. This value will be displayed based on the zip code entered. You can modify the value as required.
    State The state in which your home address is located. This value will be displayed based on the zip code entered. You can modify the value as required.
    Country Value as United States will be displayed and cannot be modified.
    Is your mailing address the same as above?

    Identify if your mailing address is the same as the home address entered.

    The options are:

    • Yes
    • No
    Add Mailing Address

    Your mailing address.

    This option will appear only if you have selected option No under the Is the mailing address the same as above? field.

    Mailing Address Enter your mailing address in this field. This field is prompt enabled, hence, as you type characters, addresses that match the characters will be listed and you can select the desired address.
    Mailing Address Overlay

    This overlay is displayed when you click on the Click Here link available under the Mailing Address field. On this overlay, you can enter your mailing address line by line.

    House/Unit Number The house or unit number of your mailing address.
    Building Name Enter the building name of your mailing address.
    Street Specify the street address of your mailing address.
    Locality Specify the locality in which your mailing address is located.
    Zip Code The zip code as entered in the modal window at the time of product category selection, will be displayed here. You can edit the zip code as required.
    City The city in which your mailing address is located. This value will be displayed based on the zip code entered. You can modify the value as required.
    State The state in which your mailing address is located. This value will be displayed based on the zip code entered. You can modify the value as required.
    Country Value as United States will be displayed and cannot be modified.
    Email ID Your email ID.
    Mobile Number Displays the mobile number that you had entered on the mobile verification page.

    Perform one of the following actions:

    • In the Home Address field, enter your home address.
    • Click on the Click Here link provided under theHome Address field to invoke the overlay on which you can enter your address line by line.

      If you have clicked the Click Here link, the Home Address overlay is displayed. You can specify your home address as follows:

      1. In the House/Unit Number field, enter your house or flat number.
      2. In the Building Name field, enter the building/house name of your permanent address, if applicable.
      3. In the Street field, enter the name of the street on which your permanent address is located.
      4. In the Locality field, enter the locality in which your permanent address is located.
      5. In the Zip Code field, enter the zip code of your permanent address.
      6. In the City field, specify the city in which your home address is located.
      7. From the State field, select the state in which your home address is located.
      8. Click the Add button to add the address.

        The Personal Information page displays the newly added address.

    • In the Is your mailing address the same as above? field, select the option of choice;

      Perform one of the following actions:

      • If you select No;
        Perform one of the following actions:
        • In the Mailing Address field, enter your mailing address.
        • Click on the Click Herelink provided under the Mailing Address field to invoke the overlay on which you can enter your address line by line.

          If you have clicked the Click Here link, the Mailing Address overlay is displayed. You can specify your mailing address as follows:

          1. In the House/Unit Number field, enter your house or flat number.
          2. In the Building Name field, enter the building/house name of your mailing address, if applicable.
          3. In the Street field, enter the name of the street on which your mailing address is located.
          4. In the Locality field, enter the locality in which your mailing address is located.
          5. In the Zip Code field, enter the zip code of your mailing address.
          6. In the City field, enter the name of the city in which your mailing address is located.
          7. From the State field, select the name of the state in which your mailing address is located.
          8. Click the Add button to add the address. l

            The Personal Information page displays the newly added mailing address.

      • If you select Yes, your home address will be considered as your mailing address.
  7. In the Email ID field, enter your email ID.
  8. Perform one of the following actions:
    • Click Continue to proceed to the next step in the application.
    • Click Back to navigate back to the previous step in the application.
    • Click on the Scan QR-code anytime to continue on mobile link to continue the application on mobile or tablet device.
    • Under the kebab menu, perform one of the following actions:
      • Click the Save and Continue Later option to save the application.
      • Click the Continue on Mobile option to continue the application on a mobile device.