Rel Codes tab

Account Relationship Codes

Bank Defined Codes:

SSN Search will be checked by default for these codes, and the Auto-Relate flag will default to unchecked.

*-Single Ownership

A-Authorized Signature

B-Beneficiary

C-Comaker or Cosigner

D - Bank Defined

E-Endorser

F-Fiduciary (owner)

G-Guarantor

H-O – Bank Defined

P – Primary Ownership

R - Bank Defined

T-Fiduciary (trustee)

U-Z – Bank Defined

SSN search: allows accounts with these specific REL codes to display when utilizing the account search feature.

Auto-Relate: allows accounts with these specific REL codes to auto-relate through nightly updates to the customer profile.

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