Navigation:  Loans > Loan Screens > Optional Products Screen Group > Ancillary Products Screen > Associate Participants field group

Use this field group to indicate name information (MCFRTN/MCLSTN) about the associated participants for the ancillary product record being created/edited.

 

Some ancillary products (such as United Motor Club) require your institution to specify associate participants for their policies. Associate participants are any non-Master individuals who are allowed to use the benefits of the ancillary product, such as the children or spouse of the Master and/or the account's IRS owner.

 

 

This screen is primarily used for informational purposes. Properly creating or canceling an ancillary product (and returning a refund) on a customer account requires transactions run on the appropriate General Ledger accounts. Information about ancillary products properly processed in GOLDTrak PC appears on this screen.

 

Information entered on this screen is also included on the United Motor Club Report and Transmission (FPSRP290).