Get Account Request Form.doc

Filling out the ACCOUNT REQUEST FORM.doc online is a straightforward process that allows users to efficiently manage and request account-related information. This guide will walk you through each section of the form, ensuring you complete it accurately and effectively.

Follow the steps to easily complete the form online.

1. Click the ‘Get Form’ button to access the form, which can be opened in your preferred online document editor.
2. Begin by selecting whether you are submitting a new account request or making a change to an existing account by marking the appropriate box.
3. Specify the type of account from the provided options, including State, IFR, Hospital, Vets Home, Sutra, or DIFR.
4. If you are making a change, fill in the old account number alongside any new details. Ensure all account titles and directories are accurately entered.
5. Provide the ZIP code and names of report recipients if applicable. This helps in directing reports properly.
6. Fill in the ALLFUNDS code, along with level codes (Level 1 to Level 4) and any function codes relevant to your request.
7. Indicate the account purpose clearly to ensure that the request is processed as intended.
8. Answer whether the new account is a parent account by selecting yes or no. If yes, provide the desired department title for ID cards.
9. Indicate if a corresponding OASIS/050 value is required by selecting yes or no.
10. Complete the submitted by section, ensuring you provide your signature and the date.
11. If applicable, have the form approved by the necessary authority, including their signature and date.
12. Submit the completed form to the Accounting Department by mail, or utilizing any online submission methods provided.

Start filling out your ACCOUNT REQUEST FORM online today to manage your accounting needs efficiently.