Nominees/Contacts
Articles
2Adding a Nominee/Contact
Apr 28, 2025Nominees are appointed by the Participant to act on their behalf in their plan. Planaji uses Nominees or Contacts interchangeably as these mean the sa...
4 months ago
6 Steps
Editing a Nominee (or Contact)
Aug 12, 2025A concise, step‑by‑step procedure for updating the details of a nominee (or contact) in the Planaji system.
1 month ago
6 Steps