Special Instructions Tab
This tab contains information regarding any unique, special instructions given by donors regarding the disposition of the earnings of the funds. For example, you institution might use this tab to record instructions related to reinvestment earnings or to transfer earnings another account.
Use of this tab is not required for any KEMID record. If you choose to use the tab, you may associate one or more sets of special instructions with the KEMID. The instructions in the tab are used for information and reporting only.
Special Instructions tab definition
|
Description | |
|
Instruction Sequence Number |
Display only. The system-assigned sequence number for this record. |
|
Agreement Special Instruction Code |
Required when adding a record to associate this KEMID
with a set of special instructions; otherwise, display only. A code used
by your institution to identify this set of special instructions. Enter an
existing code or use the lookup |
|
Comments |
Optional. Any additional detail that helps to clarify the instructions in this record. |
|
Instruction Start Date |
Required. The date these instructions are to take
effect. The default entry is today's date, but you may enter another date
or select it from the calendar |
|
Instruction End Date |
The last date on which these instructions are to be
available in the system. You can no longer view or change a record after
this date has passed. Enter the date or select it from the calendar |
to find
it.
Fees
Tab