Correcting Approved FINTRAC Forms

Correct approved forms to ensure accuracy and compliance in Iluminai.

Overview

The ability to correct a Form ensures accuracy and compliance when submitting important documents. If an approved Form contains errors or requires updates, the Correction feature allows Agents to make necessary changes within a specific timeframe.

This article provides step-by-step instructions on how to correct a Form, including the requirements that must be met and how to navigate the correction process efficiently.

Requirements to Correct a Form

If you are unable to Correct a Form, it may be due to the following reasons:

• Corrections are only allowed within a specific timeframe set by your brokerage administrator, counted from the date the form was originally approved
• Your brokerage administrator has not enabled the Corrections feature

How to Correct a Form

1. Navigate to the Forms section in the left navigation bar

2. Select the Form you want to correct

3. Click the Correct button in the top-right

4. A dialogue box will appear, add a Note and click the Correct button

5. Click Edit and make your corrections

6. Once you have made your corrections, resubmit your form by clicking the Submit button