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Information Request
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Short Description of Issue(s) / Information Needed.
Describe what is missing or needs to be changed / added in order to complete the trust . . .
Please include
all
items and be specific: sections, people, dates, amounts, etc. . .
Details
Resolution
Important:
be sure to address all requests by
updating the Trust directly
- do not send the requested information via the box below, email or any other way
that will not be permanently saved to the Trust!
(the note field below is intended for questions, clarifications, context, etc...)
Once you have updated the trust to include the requested information, simply click 'Trust Updated' - no note necessary.
Not yet functional ...
Information Request
×
Short Description of Issue(s) / Information Needed.
Details
Resolution
Optional Comment:
Revision Request
×
Short Description of Issue(s) / Revisions Needed.
Describe what needs to be revised or modified. Include
all
items and be specific: sections, people, dates, amounts, etc. . .
Resolution Process
Once you have revised the items outlined above, click
'Mark Resolved'
(the optional note field below is intended for context, instructions, etc. if necessary).
Then, generate the new document stack per normal - by clicking
'Mark Complete'
on the Trust main page.
If you can not perform the revisions for any reason:
Close this dialog box and create an Information Request as you normally would. BCN will provide whatever is missing or unclear so you can finish.
Upload
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