Using Checklists and Information

Before completing a questionnaire in the Form Library:

  • Review the checklists and information in this section for the type of document you wish to prepare.
  • Checklists and information provide you with details about the documentation and explain the type of information you will need to complete a questionnaire.
  • Other useful information and helpful links are provided to assist you.

Printing documents:

  • A document in the Form Library cannot be completed and printed unless all the required data is supplied.
  • The Form Library does not print bank forms or forms with only partial data.
  • If you are not able to provide all the information required to prepare your form, the information you do supply will be stored in your account, and you can log in at a later time to complete the remaining information.
  • Any data stored in an account for form preparation which is not completed within 6 months will be automatically deleted.