Individual General (for Financial Services Companies only)
This tab contains all of the basic information for each Financial Services Company individual.
This screen only applies for Financial Services Companies. There are different screens for other Record Types.
Field Descriptions
ID No
The MyLIC system assigns a unique ID number to each Financial Services Company 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 FSC to indicate this is a Financial Services Company record.
Status
This field should be coded as F2 for FSC 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).
License Type
Select the correct radio button for the type of License type: None, Probationary or Provisional.
Representative's Address (per FSC Business Plan)
Title
The title field is used as an extra distinction for the Representative's Address. For example, Mr. or Ms. This field contains up to 3 characters.
First
Enter the first name of the individual representative.
Last
Enter the last name of the individual representative.
Address
Enter the individual’s representative address on two lines that can contain up to 32 characters each.
City
Enter the individual’s representative city containing up to 24 characters.
State
Enter the initials of the individual’s representative state containing up to 2 characters.
Zip
Enter the individual's representative zip code.
Tel
Enter the individual's representative area code and work telephone number.
Fax No
Enter the individual's representative area code and fax number.
Email Address
Enter an email address for the representative, be sure to include the @ symbol. Once there is data in this field, you will be able to right click and choose Email on the sub menu.
Business Address
Firm
Per the FSC business plan, enter the individual's firm name, business street or mailing address, city and the two digit state abbreviation and the zip code in the appropriate fields.