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.

Add Voluntary Corporate Actions Field Descriptions