Create Annual Disclosure

To create an annual disclosure, the Reporter must navigate to disclosure using the following path:

Reporters must disclose their significant financial interests annually. During the disclosure process, you will complete the following steps:

• Enter a description in the Document Overview -

• Review your details in the Reporter subsection

• Review and maintain additional units, if needed, in the Unit Details subsection

• Answer some questions in the Questionnaire subsection, if defined.

• Relate your Financial Entities to your projects in the Awards subsection

• Enter a note or upload a document, if appropriate, in the Notes & Attachments subsection

• Certify that the information is complete in the Certification subpanel