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- From the Reference Desk workspace, click Corporate Actions in the left navigation and then click Mandatory Exclusions>Add Voluntary Elections>Add Voluntary Corporate Action Election.
You see the Add Voluntary Corporate Action Announcement panel. - In the Query Flag field, select an option from the drop-down list. Valid Options include:
– Effective Date
– Ex Date
– Pay Date
– Sweep Date - Enter a Voluntary Begin Date.
- Enter a Voluntary End Date.
- Optionally, enter any of the additional Fields as described in the Add Voluntary Election fields description section below.
- Click Submit.