This worksheet is optional.
Refer to the following table when completing the fields on the Entity Employees worksheet in your Mass Upload Excel workbook.
| Field Name | Required | Documentation |
|---|---|---|
| Customer ID | Y | |
| Type | Y | Trustee. |
| Salutation | Y | One of: Mr., Mrs., Ms., Dr. |
| First Name | Y | |
| Last Name | Y | |
| Middle Initial | N | Include middle initial only. |
| Suffix | N | |
| Can sign documents on behalf of Trust? |
Yes or No. At least one Trustee must be listed as Yes. |
|
| Is the trustee registered with the National Futures Association? |
Y | Yes or No. |
| If NFA Yes | Y | Provide NFA registration number. |