Change Voluntary Corporate Action Elections

You can update voluntary corporate action election records using the Add Entry- Change Voluntary Election Record screen.

Update voluntary corporate action elections in the Change Voluntary Corporate Actions Elections screen.

To change a voluntary corporate action election:

In the Reference Desk workspace, in the left navigation pane, click Corporate Actions and then click Voluntary Elections>Change Voluntary Corporate Action Election.
You see the Change Voluntary Corporate Actions Elections screen.
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.
Click Submit.
You see the results of your query in the Show All tab.
Select the Corporate Action you want to update so that a check mark appears in the Select check box, and then click the Change Voluntary Election Record button on the toolbar.
You see the Action Entry Panel - Change Voluntary Election Record.
Revise the fields as needed. The options you see vary based on the type of corporate action you select.
For a complete list of panel options, see the Add Entity Election Options section in Add Voluntary Corporate Action Elections.
After completing your changes, click Submit.

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