Use the procedures below to add, edit, or delete associated parties:
Procedure 19. Add an associated party. Anchor procedure 19 procedure 19
On the Verify a Business screen:
- Navigate to the role under which you want to enter the party. (See Navigating the associated party tree)
- Click Add a/an/another <role>. (e.g., “Add another shareholder”. The prompt depends on the role and whether an associated party has already been entered under it. If the role has a maximum limit and the limit has been reached, the button will not appear.)
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Information specific to the role may be requested. If you are unsure about an item, click next to the role for help.
5. Click Finish.
Procedure 20. Edit an associated party. Anchor procedure 20 procedure 20
On the Verify a Business screen:
1. Navigate to the party you want to edit and click the dropdown options button.
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Information specific to the role may be requested. If you are unsure about an item, click next to the role for help.
5. Click Finish.
Procedure 21. Delete an associated party. Anchor procedure 21 procedure 21
On the Verify a Business screen:
1. Navigate to the party you want to delete and click the dropdown options button.
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