The Document Data screen allows you to select documents to produce for the transaction.
| Feature | Description |
|---|---|
| Form to Load | Allows you to select which form to load into the Document Viewer. |
| IRAPlan | This information changes dynamically based on the information required for the transaction type. |
| DATA FILL-IN | Displays the document selected in Form to Load within the Document Viewer, allowing you to input information directly in the readable document form. For more information, refer to: |
