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Use the procedures below to add, edit, or delete associated parties:

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procedure 19
procedure 19
Procedure 19. Add an associated party.

On the Verify a Business screen:

  1. Navigate to the role under which you want to enter the party. (See Navigating the associated party tree)
  2. 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.)

...

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.

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procedure 20
procedure 20
Procedure 20. Edit an associated party.

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.

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procedure 21
procedure 21
Procedure 21. Delete an associated party.

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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