The Document Data screen allows you to select documents to produce for the transaction.
The phase options, such as Account Opening, display under Changing phase will load new options. Click to select a new phase. When you do, the default Form to Load and the related options change. You can select a new form for the selected phase by clicking the form name and selecting another form from the dropdown, if any.
After making your selections, click the Print tab to continue with account set up.
| 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: |