There are three sections in the research-based disclosure form:

  1. Introduction and Acknowledgement
  2. Active Investigator determination
  3. Financial Interests and External Entities

 

On the research-based disclosure landing page, the first section, Introduction and Acknowledgement, is available for you to complete:

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You are asked to review relevant information, then respond to the Acknowledgement statements. A response is required in order to proceed to the next section. 

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To enter the next section, you must scroll to the top of the page and either click the “Next” button (top right) or, click the next Section in the left-side column:

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Note that sometimes there is a considerable lag before the form responds and reveals changes or updates based on your responses. 

 

The second section, Active Investigator Determination, is similar – you are asked to review relevant information and answer 1 or 2 questions to determine your Investigator status. 

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Once completed, the third section, Financial Interests and External Entities becomes available; or, you might be finished with your disclosure, if there are no more questions or sections to complete.

You are finished when the following section appears, and the “Submit” button becomes available to you:

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The "Submit" button is located underneath your name, at the top of the page.

 

The third section, “Financial Interests and External Entities” begins with a screening question, based mostly on the types of external financial interests that are covered by the related policy and federal regulation. 

See below for an example:

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Once completed, there might be additional screening questions that become available, depending on your response(s) to the initial question. 

Note that you can (and should) save your responses by clicking the “Save” button at the top of the screen, under your name.

 

If there is an external interest that requires additional information for review, a subsection will become available. Click the “+ Add New Relationship” button in the lower right corner to begin: