Follow the steps to successfully fill out the OST 01-004 form online.

1. Click the ‘Get Form’ button to access the OST 01-004 form and open it in your preferred online editor.
2. In Section 1, input your IIM account number or Tribal ID number if available, followed by your current legal name as the account holder. Ensure you include your first name, full middle name, last name, and suffix, if applicable.
3. Proceed to Section 2, where you will provide any other names you have used, such as maiden names or aliases.
4. Complete Section 3 by entering your date of birth in MM/DD/YYYY format and your Social Security number.
5. In Section 4, fill in your primary contact telephone number, cell phone number, and email address.
6. In Section 5, select your disbursement method. Choose either to automatically disburse all funds when the account reaches a minimum threshold or specify detailed instructions for disbursement, depending on your preference.
7. Complete Section 6, where you will select a payment method. Options include Direct Deposit to a checking or savings account, an OST Debit Card, or receiving a check. Provide the appropriate banking information if you select Direct Deposit.
8. Fill out Section 7 with your mailing address, ensuring to check the box if this is a new address.
9. In Section 8, sign or make a mark to certify the information is true. Ensure this is witnessed as required in Section 9.
10. Finally, review your completed form for accuracy. Save your changes, download the form, and print it if needed. You may also share the completed form as required.

Complete your OST 01-004 form online today for efficient management of your funds.