Change Voluntary Corporate Action Elections

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

To change a voluntary corporate action election:

From the Reference Desk workspace, click Corporate Actions in the left navigation pane and then click Voluntary Corporate Actions>Change Voluntary Corporate Action Election.
You see the Change Voluntary Corporate Actions Elections 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
Complete the fields on the entry panel and then click Submit.
You see the results of your query on the Show All panel.
In the Show All panel, select the Corporate Action you want to change and click the Change Voluntary Election Record button on the toolbar.
You see the Add Entry Panel - Change Voluntary Election Record.

In the Add Entry Panel - Change Voluntary Election Records, ptions may vary according to your selection.
Revise the fields as needed.
Click Submit.