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The Entity Account Holder Section will only display if the registration type for an entity. The Primary Account Holder information is not completed for Entity account.  For supporting info for entity accounts , please refer to:


ENTITY INFORMATION
Load ExistingSee details about this function in the navigation section of this guide This field is used to search against the client information in your contact manager and find contacts that match your search criteria. Any contact in your contact manager can be used to populate the primary account holder screen. Start by typing the client’s name. Next, use your mouse to click on the name that you want to load. Clicking on the name will load any of the client’s existing information into the screen.
Entity Name
  • Provide the full name of the entity.
Entity Date
  • Provide the full legal name of the additional account holder.
Tax ID Number/SSN
  • Provide the SSN or Tax ID for the entity.
Country of Tax Residence
  • Provide the name of the country where the entity pays taxes.
Country of Organization
  • Provide the name of the country where the entity is organized
For the Benefit Of
  • Provide the name of the participant. For example: in the Entity Name, you provide: The United Farm Workers 401(k) Plan. In the FBO field, you provide Mary J. Smith.
ADDRESSES
Legal

Give the full legal address of the entity.

No P.O. Boxes or drop boxes may be used in this section.

Mailing

Provide the complete mailing address. The mailing address is required. If this address is the same as the Legal address, you may check the “same as Legal Address” box to fill in the mailing address fields with the legal address information.