General Tips
The Treasury Managed Fund (TMF) declaration process provides icare with the details of the assets and exposures that the TMF will be covering in any given financial year.
The following Quick Reference Guides (QRGs) and How-To Videos are specifically designed to assist you with certain Declaration System functions, such as using On-screen Grids, excels, saving your work in progress, completing and submitting forms.
Some of these How to have both a PDF step-by-step guide as well as a How to Videos.
How-to videos
Please reference the Quick Reference Guides (QRGs) for the most up to date support to our declaration questions. Any new and altered questions which have not been shown in the videos, have been noted in the video description, however the principle of how to declare demonstrated in the videos have not changed.
How to save a copy of your Declaration form
Guide for all participants on how to save a copy of their Declaration Form. We recommend this before submitting any forms.How to save your current progress in Declaration Forms
Guide for all participants on how to save their work-in-progress.How to complete and submit Declaration Forms
Guide for Coordinators on how to complete and submit Declaration Forms to Approvers.How to review, approve and reject Declaration Forms
Guide for Approvers on how to review, approve and reject completed Declaration Forms.Tips across all Declaration Forms
- All users - How to save a copy of your declaration form 0.04 MB(pdf)
- All users - How to save your current progress 0.15 MB(pdf)
- Approvers - How to review, approve and reject declaration forms 0.83 MB(pdf)
- Coordinators - How to complete and submit declaration forms 0.25 MB(pdf)
- Coordinators - How to amend rejected forms 0.49 MB(pdf)
- All users - How to declare using the onscreen grid (100 rows or less) 0.71 MB(pdf)
- All users - How to declare using Excel (more than 100 rows) 0.88 MB(pdf)
