Viewing Monthly Summary Notes

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

From the home page,

Select a participant.

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Select the Documents tab.

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Select the Plan Docs tab.

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

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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.