Get 01 004 Ost Form

Filling out the 01 004 Ost Form online is an essential task for managing Individual Indian Money accounts. This guide provides detailed, step-by-step instructions to ensure you complete the form accurately and efficiently, even if you have limited legal experience.

Follow the steps to complete the form successfully.

1. Click ‘Get Form’ button to obtain the form and open it in your preferred online editor.
2. Enter your IIM account number or tribal ID number if known in the designated field at the top of the form.
3. Provide the current legal name of the account holder. Fill in your first name, middle name, last name, and any suffix (e.g., Jr.).
4. List any other names you have used, such as a maiden name or names you are also known by.
5. Enter your date of birth in the specified format (MM/DD/YYYY) and your social security number.
6. Fill out your contact telephone numbers and email address in the respective fields.
7. Choose your disbursement option. You can select to automatically disburse all funds or provide specific instructions for disbursement.
8. If you selected specific instructions, check the appropriate box and provide the necessary details for one-time disbursements or scheduled disbursements.
9. If you wish to have payments made to a third party, complete the third party payment section with their name and address.
10. Select your method of payment from the provided options, whether by direct deposit, OST debit card, or check.
11. Complete the mailing address section to ensure proper delivery of your payments.
12. Sign or mark the form in the designated signature section. Ensure it is witnessed appropriately by someone age 18 or older.
13. Save your changes, and you may then choose to download, print, or share the completed form as needed.

Get started with your online document submission today.