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...
10 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.
7 months ago
6 Steps