Personal Trust Account Details

On this screen you maintain personal trust account information. You may filter transactions by entering criteria into the following fields and clicking Filter.

Click Link Person to add a savings account co-signer to the personal trust account.

Click Add Transaction to add a transaction record to the personal trust account.

How do I...

Fields on this screen

Dorm	Select the dorm where the youth lives.
Personal Trust Account Type	Select the type of personal trust account.
Account Number	Enter the account number.
Savings Account Co-signer	Click Link Person to select the savings account co-signer for the personal trust account.
Opening Date	Type or select the opening date for the personal trust account.
Closing Date	Type or select the closing date for the personal trust account.
Description	Enter a description of the personal trust account.
Commissary Limit	Enter an amount in this box if you wish to set a limit which may be spent.
Commissary Restriction	Check this box to signify a commissary restriction.