Creating an Organization

This section describes how to create a new organization. Move your cursor over the root organization and click New. The Organization Name dialog box appears. Enter a name for the organization and click OK. The Name and Address page appears.



Note: Organization Name is limited to the following characters. Use of any other characters will result in errors displaying.
  • alphanumeric characters
  • apostrophe
  • dash
  • ampersand
  • period
  • underscore

Name and Address page

The Name and Address page allows you to enter the following information for the organization:

  • Legal Name
  • Address
  • Phone Numbers


Enter the following information:

  • Legal Name, Contact Name, Contact Title
  • Street Address, City, State, Postal code, County
  • Phone Number, Fax Number, 800 Phone Number
  • Click Save. Click Cancel to return the Organizations page without saving.

Charter page

The Charter page allows you to specify detailed information regarding the organization type.

  1. In the Organization Type dropdown box, select one of the available options.
  2. n the Charter dropdown box, select one of the following: Federal, State.
  3. Enter a TIN. For data privacy reasons, after data is entered in this field, the value is masked with asterisks.
  4. In the Federal Regulator dropdown box, select one of the following: FRB, FDIC, OCC.
  5. In the Insurer dropdown box, select one of the following Insurer(s): FDIC.
  6. Select the desired Jurisdiction(s) by clicking the state in the checkbox.

Indexes page

The Indexes page allows users to specify indexes for the organization.

  1. Click an existing index to edit it or click the Add Index button to create an index.
  2. Complete the following information: Index Name, Index Rate, Change Date.