Get Form 9a Lsuc

This guide provides a step-by-step approach to completing the Form 9a Lsuc electronically. Designed to facilitate the electronic trust transfer process, this form is essential for ensuring accurate and prompt financial transactions.

Follow the steps to effectively complete the Form 9a Lsuc online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. In the 'Requisition (number)' field, enter the specific requisition number associated with your request.
3. Specify the amount of funds to be transferred in the designated field.
4. Provide the name of the client in the 'Re:' section to identify the party involved.
5. Fill in the file reference number linked to the client's matter.
6. Describe the reason for the payment clearly in the 'Reason for payment' section.
7. Indicate the trust account to be debited by entering the name of the financial institution.
8. Complete the account number field for the trust account being used.
9. Specify the name of the recipient who will receive the transferred funds.
10. Enter the details of the account to be credited, including the name of the financial institution.
11. Provide the branch name and address of the account to be credited.
12. Fill in the account number for the recipient's account.
13. Print the name of the person requisitioning the electronic trust transfer in the appropriate field.
14. Include the date and signature of the person requisitioning the transfer.
15. For additional transaction particulars, have the person entering the details complete their section by printing their name and providing a signature.
16. Finally, the person authorizing the transfer must print their name and sign at the terminal to validate the transaction.
17. Once all sections are completed, you can save changes, download, print, or share the form as needed.

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