Separate Account Comprehensive Report Cover Page

Enter in data to display on your cover page. You can save your information for future cover pages.

 

  1. In Prepared For area, enter in the client information and report date.

  2. In Prepared By area, enter in your professional information.

  3. Click to save your Prepared By information for future reports.

  4. Click to clear your Prepared By information. (Note: If you don't save the new information, the next time you open the Edit Cover Page dialog box, your previously saved information will appear.)

  5. Click OK. You will return to the Separate Account Comprehensive Report dialog box.