Family
& Personal Information
Access the Family/Personal function under the Borrower Services tab when you want to add information about the borrower’s spouse or parents, or if you need to add the borrower’s gender, driver’s license, date of birth, enrollment date, or date they became a borrower. The Family & Personal Information screen is composed of two sections, as shown in the example below. The first section is labeled Family Member Information, and the second is labeled Personal Information. If any information has been previously recorded it will be displayed on the form; otherwise the form will be blank.
To Add/Update Family & Personal Information
Enter or change the information on this screen using the table below as a guideline. The following fields (marked with an asterisk on the data entry screen) are required for entry:
· Date of Birth
· Enrollment Date
· Borrower Since
|
Field Name |
Required? |
Size/Format |
What to Enter |
|
Spouse |
Optional |
50 characters;
alphanumeric |
None. Enter spouse's name (if known). |
|
Spouse SSN |
Optional |
9 numeric characters |
If entered, format must be "nnn-nn-nnnn" or "nnnnnnnnn". |
|
Spouse is a Borrower |
Optional |
Radio Button |
Select either "yes" or "no" (if known). |
|
Parent SSN |
Optional |
9 numeric characters |
If entered, format must be "nnn-nn-nnnn" or "nnnnnnnnn". |
|
Borrower Lives With |
Optional |
50 characters;
alphanumeric |
Enter the name of the person the borrower lives with (if known). |
|
Sex |
Optional |
Radio Button |
Select the appropriate gender. |
|
Driver's License/State |
Optional |
20 characters;
alphanumeric/drop-down list |
Enter the borrower’s driver’s license number and the select the state from which it was issued. |
|
Date of Birth |
Required |
10 characters |
If entered, format must be "mm/dd/yyyy". Can use the Calendar icon to populate this field with a valid value; see the Calendar Icon link for more information. |
|
Borrower Since |
Required |
10 characters |
If entered, format must be "mm/dd/yyyy". Can use the Calendar icon to populate this field with a valid value; see the Calendar Icon link for more information. |
|
Enrollment Date |
Required |
10 characters |
If entered, format must be "mm/dd/yyyy". Can use the Calendar icon to populate this field with a valid value; see the Calendar Icon link for more information. |
Click on the Reset icon to restore the entry/update form to its initial state. Any fields that previously had a value will be restored to the value that was displayed when the form was first opened. To save the revised family/personal information, click on the Save icon. The updated information will be written to the database.
To exit this process without saving the family/personal revisions, simply
select another function from the drop-down box in the Navigation Bar.