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Screen | Screenshot | Description | ||
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1 | Service Instructions | Enter the required service instruction. Red text indicated missing information. | 2||
Bank Information | Enter bank information. | |||
3 | Core Account Investment Vehicle | Select a core Account Investment Vehicle name. Red fields indicate missing information. | 4||
Duplicate Information | Add duplicate information. | 5|||
Employer Information and Affiliations | Enter the required employer information and affiliations. Red fields indicate missing information | |||
6 | eDelivery | Select eDelivery options. | 7||
Optional Features | Enter any optional features. |
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