Get Oklahoma State Treasury Online User Access Attachment G

Filling out the Oklahoma State Treasury Online User Access Attachment G is a crucial step in obtaining the necessary user access for agency representatives. This guide provides clear instructions to help users complete the form accurately and efficiently.

Follow the steps to complete the form effectively.

1. Click ‘Get Form’ button to access the form and open it in your preferred format.
2. Begin by filling in the 'Date Requested' section with the appropriate date in the format MM/DD/YYYY.
3. Enter your agency number in the designated field, ensuring the number corresponds accurately to your agency.
4. In the 'User Name' field, provide your full name as it should appear on the account.
5. Fill in the 'Corporation' section with the name of the corporation you represent, if applicable.
6. Assign a unique 'User ID' for personal reference or input if provided by your agency.
7. Indicate the 'Application' related to your request by selecting the appropriate option from the dropdown menu.
8. In the 'Class' section, specify the nature of your access requirements by circling 'Add', 'Update', or 'Delete' for the participant access type needed.
9. Respond to the question regarding 'Participant' access by circling 'Yes' or 'No' for each of the listed options to define your permissions clearly.
10. Obtain the signature of your Chief Financial Officer (CFO) in the designated area to secure agency approval.
11. Once completed, ensure the form is attached to the Online User Access Enrollment Form as instructed and return it to the indicated address.
12. Review your entries to confirm accuracy before saving, downloading, printing, or sharing the completed document.

Complete your documents online today for seamless processing.