If SDL is not authorized for distribution, which form should be prepared?

• A. Form 7001
• B. Form 5323
• C. Form 123
• D. Form 9999

Answer: (B)

When something isn’t authorized for distribution, you need an official record that clearly states the restriction and who may (or may not) access it. This creates an auditable trail and prevents accidental spread of the item. The form designated for documenting restricted distribution is Form 5323. By completing it, you note that SDL is not authorized for distribution, specify the reason and scope, and identify any authorized recipients or handling instructions, along with dates and approvals. This approach directly enforces the restriction and maintains accountability. Other forms exist for different administrative tasks and do not provide the proper documentation for restricting distribution.