You will notice that the Assessment Statement(s) is now displaying an ‘Incomplete’ status. It will remain in this state until you have completed the request workflow defined below.

  1. From the External Inheritance Request page, go to the ‘Created’ tab and select the Assessment Statement(s) you have requested. You may also click the “Select All” option to have each Created Request be selected collectively.
  2. Click the ‘Submit to Vendor’ button.

Submit to Vendor

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