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ACCOUNT TRANSFER FORM INSTRUCTIONS Complete all sections according to the instructions below. Please print or type all information. Return the completed form to your financial organization. NOTE:

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How to fill out the note you must attach:

1. Begin by writing the date at the top of the note. This is important for record-keeping purposes.
2. In the next line, clearly state the subject or purpose of the note. It should be concise and specific.
3. Provide a clear and detailed description of the information or issue that needs to be addressed. Be sure to include any relevant details or instructions that are necessary for understanding the context.
4. If there are any supporting documents or attachments that need to be included with the note, make sure to mention them in the body of the note. Specify what these attachments are and why they are necessary for further understanding or action.
5. Conclude the note with any necessary next steps or actions that need to be taken. This may include requesting a response or follow-up action from the recipient.
6. Finally, sign the note with your name and position/title. This adds credibility and accountability to the message.

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1. Employees: If you are communicating important information to your colleagues or subordinates, you may need to attach a note to provide additional details or clarification.
2. Managers/Supervisors: When assigning tasks or providing instructions to your team, attaching a note can help ensure that all necessary information is provided and understood.
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The purpose of the note you must attach is to provide additional context or explanation that is essential for understanding the main document.

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The information to be reported on the note you must attach may vary depending on the requirements of the main document, but typically includes supporting details, explanations, or references.