How do I resend an already submitted Conflict of Interest questionnaire?

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Issue: An interested person has submitted an incomplete Conflict of Interest questionnaire.

Resolution: The interested person's questionnaire needs to be unlocked and resent.

How to resolve:

1. Navigate to Conflict of Interest Module
2. Click on any of the white spaces under any of the blue column headers
3. Navigate to the Recipients' Status tab
4. Click on the lock icon under the Actions column to unlock the questionnaire
5. Click on the envelope icon under the Actions column to resend the questionnaire
   
   
   
   
   
   

Circular 230 Disclosure

To ensure compliance with requirements imposed by the IRS, we inform you that any tax advice contained in this software (including any reports or downloads) is not intended or written to be used and cannot be used for the purposes of (i) avoiding penalties under the Internal Revenue Code or (ii) supporting, promoting, marketing or recommending to another party any transaction or matter addressed herein. This software is for informational purposes only and should not be regarded as tax advice. Please consult your tax advisor or attorney for guidance on your individual tax situation.

Related to

• COI
• Conflict of Interest

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