Requesting a new custodial account record

When you request a new custodial account record it must go through an approval process. Before a request can be approved, prerequisite set up is required. See Prerequisite setup.

  1. Select Custodial Account Management > Custodial Account Management.
  2. Click Request New Custodial Record, and specify this information:
    Priority
    Select a priority level.
    Needed By
    Select the date that the record is required.
    Description
    Provide a description.
    Document Id
    Specify a document ID for the attachment.
    Description
    Provide a description for the attachment.
    Attachment
    Select an attachment.
    Action Comment
    Provide an action comment.
  3. Click Submit.