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  1. From the Reference Desk workspace, click Corporate Actions in the left navigation and then click Voluntary Elections>Add Voluntary Corporate Action Election.
    You see the Add Voluntary Corporate Action Announcement panel.
  2. In the Query Voluntary Corporate Action Announcement section of the Entry panel, enter the criteria to select the released corporate action announcements for which you want to add voluntary entity elections.

  3. Specify a date range for corporate actions to include in the Voluntary Corporate Action Begin Date and Voluntary Corporate Action End Date fields. All other criteria are optional.

  4. Click Submit.
    You see the results of your query in the Show All tab.

  5. Select the row for the voluntary corporate election you want to add and then click the click the Add Entity Election Detail button on the toolbar.
    You see the Action Entry Panel-Add Entity Election Detail which displays information for the selected corporate action, and allows you to provide details about the entity election.
  6. In the Add Voluntary Entity election section, identify the Entity ID and Entity Name.
  7. In the Entity Election Details section, select the Entity Election Status: Pending or Released.
  8. Complete the remaining options on the Action Entry Panel - Add Entity Election Detail tab.
    The options you see vary based on the type of corporate action you select. You must specify the Elected Shares, Elected Shares Percent, and Entity Election Status values. You provide additional details, as appropriate.

  9. If multiple entities elect to participate in the voluntary corporate action, and you want to add multiple entity election details, use the pane at the bottom of the Add Entity Election Detail tab as follows:
  10. Click the lower pane.
    -  Right-click and select Add Rows.
    -  Enter the number of rows you want to add in the Enter Rows Count dialog box and click OK. You must add a row for each entity election to associate with the voluntary corporate action.
     - Complete the options on each row with the entity election details to add.

  11. Click Submit.

Add Voluntary Corporate Action Election Panel Options

In the Add Voluntary Corporate Action Election panel, when you add an entity election details to a voluntary corporate action, you can select various options. Note options vary according to the type of corporate action you select.

Add Entity Elections Options

The following table describes the options on the Add Entity Election Detail panel.

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