Get Asset Transmittal Form

The Asset Transmittal Form is an essential document for submitting gifts to the Texas A&M Foundation. This guide provides a clear, step-by-step process for filling out the form online, ensuring that all necessary information is accurately provided.

Follow the steps to complete the Asset Transmittal Form online:

1. Press the ‘Get Form’ button to obtain the Asset Transmittal Form, which will open in your preferred editing tool.
2. Begin by filling out the Gift Designation Information section. Enter the amount of the gift, the account number, and the account name. Ensure that the total amount reflects correctly.
3. In the Gift Information section, select the payment type and the deposit type from the dropdown menus. If the deposit type is marked as 'Other,' provide a detailed explanation.
4. Indicate whether the gift will be matched by selecting 'Yes' or 'No'. If 'Yes', include the name of the matching organization.
5. If the gift is intended in memory or honor of someone, fill in the corresponding names and ensure to provide notification details.
6. Attach any required documents, such as the Matching Gift Form, if applicable.
7. In the Form Preparer Information section, complete your name, email address, department, and mail stop. Ensure to have department approval indicated.
8. Under Donor Information, provide the check number (if applicable), the amount, and the name and address of the individual or organization making the donation.
9. Review the Research Activities or Compliance Issues section to confirm whether the funds involve any research activities or compliance issues. If 'Yes', ensure to complete the required certification and signatures.
10. After all sections are completed, review the form for accuracy. You can then save your changes, download a copy for your records, or print the form if required.

Begin filling out the Asset Transmittal Form online today to ensure your donation is processed efficiently.