Required fields are in blue.
In the Security Name box, type in the name of the security or use the magnifying glass icon to select a security. Note: The user-defined universes are located at the bottom of the list. For a list of which security types fall within each user-defined universe, click here. If recognized, both the Symbol/CUSIP box and Security Type box will populate. If the security type is not recognized, enter it in the Security Type box.
Click the Transaction Type arrow to select the type of transaction you are entering. Once the transaction type is selected, then the bottom part of the box will populate with the type-specific input fields needed. Click here 
for a list of transaction types and their descriptions.
Note: Once you select the transaction type, the help will be updated with the type-specific fields. Close out of this help screen, and click Help again.