You can create and reuse form templates that contain data that does not change so you do not have to enter redundant information each time you complete a form for new filings.  Using templates will help you avoid common filing problems, such as wrong House/Senate ID numbers or misspelled registrant or client names.

To create a template:

•      Open the form and complete the fields on page one;

•      Select Save As on the Adobe Reader File menu, or click the Save a Copy button on the browser;

•      Save the form using the appropriate naming convention;

•      Click the Save button.

To reuse a template:

•      Open the template you want to use in Adobe Reader;

•      Select Save As on the File menu and give the form a unique name according to your naming convention.

NOTE:  It is important to perform these steps BEFORE you begin working with the form to ensure the template does not get modified