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Company owners and admins can use Annual intake under their active plan’s configured name. Check the plan year shown before entering figures. Have the approved pool figure, any requested valuation figure, and confirmed participant changes ready. Your Redii contact handles valuation and allocation after intake; submission does not automatically publish awards.

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Complete the intake

  1. Open your plan → Annual intake, or follow the intake item from Outstanding items.
  2. Check the plan name and the year the page is collecting information for.
  3. Under Pool and valuation, enter Plan-year pool and any applicable valuation figure, using the units displayed.
  4. Answer the Plan year updates questions about Change in Control, existing participant eligibility changes, and new employees.
  5. If you flagged updates, select Configure updates. Mark the affected participants for eligibility changes, and add new participants where needed. Return to the intake form when finished.
  6. Use Edit updates to check your changes. Review the answers and amounts, then select Submit intake.
  7. Check the result before leaving the page.
If the form asks you to mark at least one participant, complete that step or correct the answer if there was no eligibility change. Adding or inviting a participant saves that action separately. Cancelling or leaving the intake does not undo an already completed add/invite.

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What happens next

Intake received is an acknowledgement, not a published allocation. Your dashboards change after Redii publishes the resulting plan-year information. Check Plan years for published records.

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Correcting or resubmitting information

If you already submitted this year, contact your Redii contact before submitting again. A confirmation alone is not proof that a second submission replaced the earlier figures. If a figure, participant event, or plan year is wrong, contact support with the plan and year and explain the correction. Do not create a different year to work around a submission error.