Get the free Interfund transfer form

This document is intended for clients to request interfund transfers of existing assets held with Manulife Financial. It provides instructions for filling out the form, as well as details on the transfer

How to fill out interfund transfer form

How to fill out Interfund transfer form

1. Obtain the Interfund transfer form from the financial department or download it from the company intranet.
2. Fill in the date at the top of the form.
3. Provide your personal identification details including name, employee ID, and department.
4. Specify the source account number from which funds will be transferred.
5. Indicate the destination account number where the funds will be transferred.
6. Enter the amount to be transferred.
7. Add a brief description of the purpose of the transfer.
8. Obtain approval signatures from the necessary departments (e.g., supervisor, finance manager).
9. Submit the completed form to the finance department for processing.

Who needs Interfund transfer form?

1. Employees who need to transfer funds between accounts within the organization.
2. Department heads needing to allocate budget funds between different cost centers.
3. Finance personnel managing internal fund redistributions.

For pdfFiller’s FAQs

What is Interfund transfer form?

The Interfund transfer form is a document used to request the transfer of funds between different accounts or funds within an organization, ensuring proper allocation of resources.

Who is required to file Interfund transfer form?

Departments or individuals within an organization that need to reallocate funds between accounts or funds are required to file the Interfund transfer form.

How to fill out Interfund transfer form?

To fill out the Interfund transfer form, you need to provide details such as the account numbers involved, the amount to be transferred, the reason for the transfer, and any required approvals or signatures.

What is the purpose of Interfund transfer form?

The purpose of the Interfund transfer form is to ensure transparency and accountability in the movement of funds between accounts, facilitate budget management, and maintain accurate financial records.

What information must be reported on Interfund transfer form?

The Interfund transfer form must report information including the date of the transfer, the originating account, the destination account, the amount transferred, a description of the purpose, and any necessary authorization.