Get Checks Received Forwarded Blotter - Financial West Group

Filling out the Checks Received Forwarded Blotter is essential for accurately tracking and managing checks. This guide provides clear, step-by-step instructions to help users complete the form correctly and efficiently.

Follow the steps to successfully complete the form.

1. Press the ‘Get Form’ button to access the Checks Received Forwarded Blotter. This will allow you to open the document in the editor and prepare for completion.
2. Begin by entering the 'Branch' name in the appropriate field to identify the location associated with the checks.
3. Next, fill in the 'Person Forwarded to' section with the name of the individual to whom the checks were forwarded.
4. Input the 'Date' when the checks were received in the specified field, ensuring accuracy for record-keeping.
5. Indicate the 'Method of Delivery' used for forwarding the checks, whether it be by mail, electronic transfer, or in-person delivery.
6. Continue by entering the 'Date Rec.' when the checks were received along with the 'Date Fwd' which is the date they were forwarded.
7. In the 'Received From' section, provide the name of the person or entity from whom the checks were received.
8. Enter the 'Client Name' associated with each check to ensure proper identification and tracking.
9. Fill in the 'Account Number' relevant to the transaction in the designated area.
10. Describe the 'Investment/Purpose' for which the checks were received in the appropriate field.
11. Input the 'Brok Port' information as needed, which may pertain to the brokerage port being handled.
12. Record the 'Amount of Check' for each entry, noting the specific value of each transaction.
13. Enter the 'Date Dep or Rec by OSJ' which is the date the checks were either deposited or received by the office of supervisory jurisdiction.
14. Complete the 'Payable To' section with the name of the entity or individual to whom the check is made out.
15. Add any additional notes in the 'Notes' field to provide context or further details about the transactions.
16. Lastly, fill in the 'OSJ forwarded date' to document when the OSJ forwarded these checks.
17. Include your initials in the 'Initials Processor OSJ' field to ensure accountability for processing the document.
18. After completing the form, remember to save your changes, and you may choose to download, print, or share the form as needed.

Complete your Checks Received Forwarded Blotter online today for accurate financial documentation.