Create Annual Disclosure

 

To create an annual disclosure, the Reporter must navigate to disclosure using the following path:

 

Reporters must disclose their significant financial interests annually. During the disclosure process, you will complete the following steps:

•      Enter a description in the Document Overview -

•      Review your details in the Reporter subsection

•      Review and maintain additional units, if needed, in the Unit Details subsection

•      Answer some questions in the Questionnaire subsection, if defined.

•      Relate your Financial Entities to your projects in the Awards subsection

•      Enter a note or upload a document, if appropriate, in the Notes & Attachments subsection

•      Certify that the information is complete in the Certification subpanel