A/C SOL TRANSFER

Kindly follow the following steps while transferring the accounts from one SOL to other SOL.

1.Invoke CNAC menu to find the New A/C Number from Old A/C Number.

2.The Format is SOLID+SCHEME+OLD NUMBER Ex:-50000300MIS123456

3.This will give you the New A/C Number and CIF ID.

4.Note them.

5.Scheme Codes:

MIS - MIS

SB - SB

TD - TD

SCSS - SCS

PPF - PPF

NSC - NSC

KVP - KVP

RD - RD

Note: For certificates, Enter the certificate number(prefix and suffix) instead of registration number

6.Check the customer signature before transferring an account and take fresh KYC and SB-10(b).

7.Before doing the transfer kindly check the pending sundry amount and ECS status for the account

8.If sundry amount is pending, first withdraw the amount if you forget then it will throw the error after transferring the account i.e.,"Inter SOL operations can only be inquired " For example if you transfer an account from Bangalore to Secunderabad, if you forget to withdraw the due sundry amount and you have transferred before withdrawing the account will be in Secunderabad SOL and due sundry amount will be Bangalore sundry account if you try in this case to withdraw the due sundry amount(which was in Bangalore sundry office account) then system will throw the said error.So make a practice to withdraw the due amount and then transfer the account.

9.If ECS is enabled for the account then the account modification will throw an error after transferring the account if ECS is not enabled to your office(Error will be "ECS branch setup is not there") So take precaution before transferring.

10.In case of PPF accounts with defaulted installments pending then the transfer will not affect the system will throw an error

A/C TRANSFER PROCEDURE:

1.Invoke HACXFSOL menu

2.Function - Transfer

3.Click on GO(F4)

4.Enter Source SOL ID (Click on searcher and enter the pincode of that office to know the sol id)

5.Enter Target SOL ID (Click on searcher and enter the pincode of that office to know the sol id)

6.Enter the A/C ID which is to be transferred

7.Click on SUBMIT(F10)

8.Note down the transaction id and verify the same in the same menu in supervisor login.