Sample Template - Form 700 Amendment Request

Sample Template - Form 700 Amendment Request

Subject of email: Action Required – Amendment to Your SEI Form 700

 

Dear [NAME],

Your Annual Statement of Economic Interests (Form 700) has been reviewed, and discrepancies were identified that require correction.

Details regarding the necessary corrections are attached to this email.

To ensure compliance, please file an amended Form 700 in a timely manner. Although there are no late fines associated with the requested amendment, there may still be potential fines if your SEI Form 700 contain incorrect information. It is in your best interest to file the amendment as soon as possible.

How to Submit an Amendment:

  • Log in to Netfile using your registered email address.

Note: For clear, step by step instructions on logging into your NetFile account, please refer to this article. (How to log in to the NetFile (Form 700 Filers Direct Link/SSO))

  • In the E-Filing History section, locate your previously submitted Form 700.

  • Select the option to Amend your filing.

  • Make the necessary corrections and review your updates.

  • Submit the amended Form 700.

Questions?

Thank you for your prompt attention to this matter.

Sincerely,

[Filing Officer Signature Block]