Get Account Transfer Form (for Accounts Within Csfpf)

Filling out the Account Transfer Form for accounts within CSFPF online can be straightforward with the right guidance. This comprehensive guide will walk you through each section of the form to ensure accurate completion and submission.

Follow the steps to complete the Account Transfer Form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering the date at the top of the form to indicate when the transfer request is being made.
3. In the 'Requested By' section, fill in your name, the account number from which the funds will be transferred, and your phone number for any follow-up if necessary.
4. Next, specify the CSFPF account name and number for the account to which the funds are being transferred. Ensure accuracy in these details to facilitate the process.
5. Provide the reason or justification for the transfer in the designated section. If additional documentation is required to support your request, be sure to attach those files as necessary.
6. Input the amount of money to be transferred, clearly noting the total amount being requested for the transfer.
7. Indicate whether the expenditure complies with CSUF Directive 11 by selecting 'Yes' or 'No'. If you select 'Yes', attach the completed CSUF 'Directive 11 Documentation and Approval Form' along with any required documentation.
8. For amounts over $3,000, collect and provide two approved signatures in the 'Approved Signatories' section. All signatories must match those on file.
9. Finally, review the form for any errors or missing information. Make necessary corrections and save the changes to your document. You can then download, print, or share the form as needed.

Begin filling out your Account Transfer Form online today to ensure a seamless transfer process.