Thanks Ron. Our branch files are maintained on our intranet and I've got those fax pages out there for them to use (assuming they remember to look for them!). I was more concerned about our out of state branch (there's only 1) because we are required to keep an exact copy of the official public file there, too. I guess I could just have that branch manager put a page in the file where the disclosure *would* go stating that due to length, printed copies will be provided upon written request?

According to the guidance in the letter this would be correct but out of state branches are normally considered quasi-home offices so I would print out the disclosure for that 1 branch.

So:
1. print my "home" disclosure and put it in the Public File (all 80 whatever pages of it)
2. put my CD in the file with a letter stating how the rest of the disclosures may be obtained
3. print my out of state office's "home" disclosure and send it to them for their file, along with a copy of the letter about getting copies of the other disclosures and where the cd is located.

Did I get that right?

I would think you can keep the CD and print out other copies as necessary. Every thing else I agree with provided that by "Public File" you meant home office public file. Not to be confused with other branch office public files which don't require as much information.

Becca & Ron,
We make it even simpler, for our out of state branch we copy the CD, not print the report, and send the copy to the branch. We also include instructions on how to print if needed.

(good to see you again Becca, long time no see) Like the new pic is it you?

Yeah, it's me. I'll see you soon - you are going to Austin, aren't you?

re: copying the cd - I thought about that, but was a little afraid to. If I have trouble figuring out what/how to print, what are the odds of the branch manager getting it sorted out?

If you provide very specific instructions, perhaps even showing screen captures, they should be able to figure it out. They can also call for help, and couple all that with the likelihood that they'd ever be asked for it, and you should be fine.

Becca, yep I will be in Austin. What about you Andy? We can have a MONK meeting.

We still haven't received ours. . . Anyone else still waiting??

We have our disk and have tried numerous times to download the patch but it is not working. Anyone else have problems getting the patch to download?

I downloaded the patch twice, but it didn't seem to correct anything.

We have spent WAY too much time trying to download it but it will not work!