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

• Add an associated party
• Edit an associated party
• Delete an associated party

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.)

3. When the wizard appears, follow the instructions on the screen:

4. Click Next to proceed to the next step, or Back to return to a previous step. (You can cancel at any time, by clicking Cancel adding this <role> at the top of the panel.).

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.

On the Verify a Business screen:

1. Navigate to the party you want to edit and click the dropdown options button.

2. Select Edit.

3. When the wizard appears, follow the instructions on the screen:

4. Click Next to proceed to the next step, or Back to return to a previous step. You can cancel at any time, by clicking Cancel editing.

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.

On the Verify a Business screen:

1. Navigate to the party you want to delete and click the dropdown options button.

2. Select Delete.

3. Click Yes, delete it.