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

1. Press the ‘Get Form’ button to access the OST 01-004 form and open it in your online editor.
2. Enter your IIM account number or tribal ID number in the designated field, if known.
3. Provide your current legal name including first name, full middle name, last name, and suffix (e.g., Jr.) in the relevant sections.
4. Fill in any other names you have used in the past, if applicable.
5. Input your date of birth in MM/DD/YYYY format and your social security number.
6. Indicate your contact telephone numbers and email address in the respective fields.
7. Select whether you wish to automatically disburse all funds or provide specific instructions for disbursement.
8. If opting for specific instructions, indicate your preference for disbursements such as one-time, scheduled disbursements, or other specifications.
9. If applicable, complete the section for third-party payments by providing the printed name and address of the payee.
10. Choose your preferred method of payment (e.g., Direct Deposit, BTFA Debit Card, or Check) and provide necessary banking information if required.
11. Complete your mailing address even if using Direct Deposit or the BTFA Debit Card.
12. Sign or mark the form to certify the information provided is accurate.
13. A witness who is at least 18 years old must sign the form, followed by their printed name and address.
14. Finally, ensure that all information is accurate and save your changes. You can then download, print, or share the completed form.

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