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When filling out the fields, additional instructions for each field will be in italics, anything in Red is required. As you fill the information additional fields may appear if additional information is needed.
You must select at least 1 option, but you can select both. Once a box is checked, additional fields will appear for you to specify what records to send to that recipient and how those records should be sent.
Review the fields above to ensure everything is entered and correct.
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