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How do I create a restated document?

Creating a restated document is simple and will only take you about 5 minutes. Everything is stored within the system year over year, so you will not be required to re-enter any information. 1. Select Search Users in the left menu and type in the company name. Select the company from the drop down menu and the system will then take you to the Client Details page. 2. Under Prefill a Document select the document you wish to modify and click GO 3. Click Edit next to the Plan Information and select Restatement/Amendment 4. Make any necessary changes and either send the document to the client for approval or complete on behalf of the client

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