Investment Form Code Selection

Overview of IL03

Investment forms consist of anything printed out of DDI-Connect Investments that isn’t a report (statements, receipts, or notices, for example). They are word-processing templates that instruct the system which specific data from the investments system to merge into the templates, as well as exactly how the forms are to be formatted. Investment form codes identify investment forms through a number of criteria that can be used later for reference, printing, etc. To configure Investment Form Codes, you must first have set up the merge form.

• From the DDI Connect main menu, double-click Financial Services
• Double-click Investments
• Double-click Setup
• Double-click Investment Form Code Selection. You will see a screen similar to this one:

To add a new form code, click the Add button on the toolbar. The fields will now activate for editing:

Field	Description
Form #	Example
Form code	Example
Priority	Example
Description	Example
Categories	Example
Investment types	Example
States	Example
Note types	Example
Demand note	Example
Payment methods	Example
High amt	Example
SEC limited	Example
High count	Example
Low amt	Example
Start date	Example
Low count	Example
Issuance methods	Example
End date	Example
IRA note	Example