Get Chapter Financial Asset Update Form Due November 1 2013

Completing the Chapter Financial Asset Update Form is crucial for providing an accurate financial overview of your chapter. This guide offers step-by-step instructions to help ensure that you fill out the form correctly and submit it on time.

Follow the steps to accurately complete your financial asset update form online.

1. Click ‘Get Form’ button to obtain the form and open it in the provided editing interface.
2. Identify the section titled 'Chapter Treasurer (Print name)' and enter the name of the treasurer responsible for the report.
3. In the 'Chapter Year Beginning Cash Balance' field, input the cash balance from the prior year report of income and expenses.
4. In the section for reporting all chapter-related asset accounts, list accounts such as checking, savings, certificates of deposit, or any other relevant account types.
5. Provide the names and addresses of all financial institutions where the chapter holds accounts.
6. Enter the current balance for each account, ensuring the statement date corresponds to the most recent month-end statement available.
7. Calculate the total cash balance, which will be the sum of all individual account balances, and enter it in the designated field.
8. Forward the completed form to the chapter president for review and approval before final submission.
9. Once reviewed and approved by the chapter president, ensure the original signature is provided in the space indicated, as electronic signatures will not be accepted.
10. Finally, submit the form to IIA HQ at the specified email address, along with a copy to the District Advisor and District Representative.
11. You can save changes, download, print, or share the completed form as needed.

Complete your Chapter Financial Asset Update Form online today to ensure proper financial reporting.