The Add Individual page allows you to create a new Individual party.
The following table describes some of the less common features.
| Feature | Description |
|---|---|
| Not Applicable / Insider / Correspondent | Allows you to categorize the party as an Insider, a Corresponent, or neither.
Selecting Insider or Correspondent displays a Type and Title selection
for each. Note: For IRAMC, Not
Applicable is defaulted. Insider and Correspondent are not
supported.
Note: The Insider/Correspondent fields are
related to Regulation O, Guidelines for Banking Relationships with Executive
Officers, but they are not used by SBA at this time.
|
| ID Type | If 'Other' is selected from the dropdown list, a new field appears where you can enter a description. Other choices for this field include driver's license, military ID card, passport, state ID, and immigration documentation (USCIS). |
 |
Allows you to associate an existing party. |
If any fields contain invalid information when tabbing away from the field or clicking
Save, you are notified, as in the following example.