Get the free Interfund Transfer Form

This form allows members to initiate interfund transfers between their investment funds managed by Manulife Financial. Members can provide their transfer instructions either through this printed form

How to fill out interfund transfer form

How to fill out Interfund Transfer Form

1. Obtain the Interfund Transfer Form from the finance department or download it from the organization's website.
2. Fill in the date at the top of the form.
3. Enter the account numbers for both the sending and receiving funds.
4. Specify the amount to be transferred.
5. Provide a brief description of the reason for the transfer.
6. Ensure all relevant signatures are obtained, including from department heads if required.
7. Submit the completed form to the finance department for processing.

Who needs Interfund Transfer Form?

1. Departments or teams within an organization that need to transfer funds between different accounts.
2. Financial officers who manage budgets and allocations.
3. Any employee authorized to request fund transfers.

For pdfFiller’s FAQs

What is Interfund Transfer Form?

The Interfund Transfer Form is a document used to facilitate the transfer of funds between different accounts or funds within an organization, ensuring proper accounting and record-keeping.

Who is required to file Interfund Transfer Form?

Typically, financial officers or designated representatives of departments within an organization are required to file the Interfund Transfer Form whenever they initiate a transfer of funds.

How to fill out Interfund Transfer Form?

To fill out the Interfund Transfer Form, one must provide the details of the funds being transferred, including the account numbers, amounts, reasons for the transfer, and necessary approvals from authorized personnel.

What is the purpose of Interfund Transfer Form?

The purpose of the Interfund Transfer Form is to document and authorize the movement of funds between accounts, ensuring transparency and accountability in the management of organizational finances.

What information must be reported on Interfund Transfer Form?

The Interfund Transfer Form must report information such as the source and destination account numbers, transfer amounts, date of the transfer, purpose of the transfer, and signatures of authorized personnel.