Release Notes

FIXED: If Part III "Identifying Information of U.S. Owners that are specified U.S. Persons" is not filled in then the SubstantialOwner element (under ReportingGroup/AccountReport) is not included in the XML generation.

FIXED: Changed Filer Zip Code to be not required for foreign Filers.

UPDATED: A new sample "8966 Not Pooled_Sample Import with Notes.xls" file is included. This file has a 2nd Worksheet called Notes provides documentation for preparing import files while the 1st worksheet shows our "Map by Name" headers. This file will be located in below the import folder, usually at: C:\1099 Pro\Pro66T15\Import\Samples\XLS Samples\

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