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Industry Member CAT Reporter Portal User Guide 12/22/2023 Version 1.6Table of Contents Change Log..................................................................................................................................................

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Who needs companion documents?

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Individuals or organizations who are required to submit supporting documentation along with a primary document.

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What is companion documents?

Companion documents are additional forms required to be filed alongside a primary document, often used to provide supplemental information or details pertinent to a specific filing.

Who is required to file companion documents?

Individuals or entities that are submitting primary filings, such as tax returns or regulatory submissions, may be required to file companion documents depending on the specific requirements of the governing authority.

How to fill out companion documents?

To fill out companion documents, follow the instructions provided by the governing authority, ensuring accurate and complete information is provided, and attaching any necessary supporting documentation.

What is the purpose of companion documents?

The purpose of companion documents is to provide additional context, clarify information, and ensure full compliance with filing requirements, thereby helping to avoid any misunderstandings or omissions.

What information must be reported on companion documents?

Information that must be reported on companion documents typically includes identification details, relevant dates, transaction specifics, and any other data requested by the governing authority.

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