Get Form Ost 01-004 - Doi

This guide provides a comprehensive overview of filling out the Form OST 01-004 - Doi online, which is essential for individuals managing their Individual Indian Monies (IIM) account. Follow the steps below to complete the form accurately and efficiently.

Follow the steps to complete the Form OST 01-004 - Doi online.

1. Press the ‘Get Form’ button to access the form and open it in your chosen editor.
2. Begin by entering your IIM account number or tribal ID number, if known, in the designated field.
3. Fill in your current legal name, providing your first name, full middle name, last name, and suffix if applicable.
4. List any other names you have used, such as a maiden name or aliases, in the provided section.
5. Input your date of birth in the format MM/DD/YYYY and provide your Social Security number.
6. Provide your contact telephone numbers, including area codes, and email address.
7. Select the disbursement option for your IIM funds, choosing between automatic disbursement or specific instructions.
8. If selecting specific instructions, check the appropriate box and provide details regarding one-time or scheduled disbursements.
9. Complete the payment instructions section by selecting your preferred method of payment: direct deposit, OST debit card, or check.
10. If you choose direct deposit, provide the necessary banking information or attach a voided check.
11. Enter your mailing address in the designated fields, confirming if it is a new address.
12. Sign or mark the form to certify the information is accurate, ensuring that a witness also signs in the designated area.
13. Finish by saving your changes, downloading or printing the completed form, or sharing it as required.

Complete your Form OST 01-004 online today to manage your Individual Indian Monies account promptly.