Add Voluntary Corporate Action Elections

In the Add Voluntary Corporate Action panel, you can identify the entities that elect to participate in a voluntary corporate action and provide details about their participation. Before you set up entity election details for a voluntary corporate action, you must add the corporate action announcement, setting the Mandatory/Voluntary Indicator field in the announcement panel to Voluntary. You can add voluntary corporate action elections only for announcements that have a Released corporate action status.

To add a voluntary corporate action election:

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 Flag field, select an option from the drop-down list. Valid Options include:
   –  Effective Date
   –  Ex Date
   –  Pay Date
   –  Sweep Date
3. Enter a Voluntary Begin Date.
4. Enter a Voluntary End Date.
5. Optionally, enter any of the additional Fields as described in the Add Voluntary Election fields description section below.
6. Click Submit.