Parties Screen

The Parties screen allows you to select the Plan Type and add individuals for a new account.

The following table describes some of the features of the Parties screen.

Feature	Description
Plan Type (required)	Allows you to select the type of plan for this transaction. The options within this list include: Traditional Roth Health Savings Account Coverdell Education Savings Traditional Beneficiary Roth Beneficiary Note: Traditional is always selected by default. The selected Plan Type dictates the autoselection of documents. Remember to change the default selection if Traditional is not the desired plan type before navigating to another screen.
	Allows you to assign a primary party as the Account Holder.
	Allows you to select a primary or contingent beneficiary to be associated with the transaction.
Account Holder	Displays the party associated as the primary account holder. You can remove this party by hovering over the party entry and clicking the Delete button.
Additional Account Parties	Displays any additional parties associated with the account. Multiple additional parties are permissible. Each entry allows you to select the Beneficiary Type and Relationship of the party to the account holder. You can remove this party by hovering over the party entry and clicking the Delete button.