Individual General
This tab contains all of the basic information for each Financial Services Agent.
This screen only applies for Financial Services Agent. There are different screens for other Record Types.
Field Descriptions
ID No
The MyLIC system assigns a unique ID number to each Financial Services Agent who is added to your database. This number cannot be changed and is incremented by one each time a record is saved.
On Hold
Place a check mark in this box if the record is on hold for additional information or processing.
Record Type
Enter in FSA to indicate this is a Financial Services Agent record.
Status
This field should be coded as F7 for FSA Pending. Status types and descriptions are defined using the Status Codes option of the Lookup Codes menu for Individuals (located on the icon toolbar as a magnifying glass).
Last Name, First, MI
Enter the last name, first name, and middle name (if full name not provided enter the initial only) of the individual.
Suffix
This field contains an optional suffix for the individual’s name, such as Jr. or III. This field contains up to 3 characters.
Title
The title field is used as an extra distinction for this individual. For example, Mr. or Ms. This field contains up to 3 characters.
SS No
Enter the individual's Social Security Number.
Driver Lic St and No
Enter the driver license State and two character abbreviation. The license number field is a fifteen digit field that you may use to track any set of numbers or letters for an individual.
FSC Reg No
Enter the Financial Services Company registration number provided on the application. When this number is entered, the Business Address box will be populated.
Home Address
Address
Enter the individual’s home address on two lines that can contain up to 32 characters each.
City
Enter the individual’s home city containing up to 24 characters.
State
Enter the individual’s home state containing up to 2 characters.
Zip Code
Enter the individual's zip code.
Business Address
Firm, Tel, Email
These fields will automatically be populated when the FSC Registration number is entered above.