Viewing Monthly Summary Notes

Monthly Summary Notes show under the Plan Docs tab in the Documents section of a participant.

From the home page,

  1. Select a participant.

  2. Select the Documents tab.

  3. Select the Plan Docs tab.

  4. To view one of the listed Monthly Summary Notes, click Download.

What shows on the downloadable PDF?

Disclaimer: All names displayed in the above screen shots are fictional characters. No identification with actual persons (living or dead) is intended or should be inferred.