COI Completion and Submission Overview

 

When completing each form, you have the option of saving for later, completing the step or canceling. 

 

If you click ‘cancel’, no data is saved and the Disclosure Summary Page is presented.

 

If you click ‘save for later’, the data that was entered is saved, no validation checks are performed, and the Disclosure Summary page is presented. 

 

If you click ‘complete this step’, the data that was entered is saved and error checking is performed to make sure required questions are answered accurately.  If any errors are found, they will be indicated at the top of the page in red.  They will also be indicated at each individual question that is in error.  Clicking on the error message at the top of the page will bring you directly to the question that needs to be corrected.   When scrolling down the page, you will also see the errors indicated in red at each question that requires attention.  After making updates, you again have the option of clicking one of the three aforementioned buttons (‘cancel’, ‘save for later’ or ‘complete this step’). 

 

Below is an example of some errors that were found after clicking ‘complete this step’

 

After all forms from the Disclosure Summary Page are complete and there are check marks in the last column for all of the forms, the following message is automatically generated:

 

 

Clicking OK brings you to the Electronic Signature Page (details below).  Click cancel only to update something on one of the forms.