Finance Documents

Finance
Authorization to Change Direct Deposit Form
This form is for notifying organizations of changes to your direct deposit account. Complete and sign this form and send it to the companies handling your direct deposits. The form includes sections for personal information and new account details.

Finance
FDIC Application for Consent to Exercise Trust Powers
This file is used by insured state nonmember banks to request FDIC consent to exercise trust powers. It includes sections for bank information, trust powers selection, and more. Applicants must provide accurate details for processing.

Finance
EFI Business Loan Application and Requirements Form
This document provides all necessary information and requirements for applying for a business loan with Esquire Financing Inc. It includes a comprehensive list of documentary requirements, instructions on filling out the application form, and the applicant's consent for verification and processing of information. Ensure that all fields are filled accurately to avoid disapproval.

Finance
Fidelity Advisor IRA Application for Automatic Rollover
This form is used to establish a new Fidelity Advisor Rollover IRA or Roth IRA with rollover assets from a former employer's qualified retirement plan. It allows you to choose investments, make contributions, designate beneficiaries, appoint a Financial Representative, and set up electronic delivery preferences. By completing this form, you instruct Fidelity Investments to establish and manage your new Rollover/Roth IRA.

Finance
Cash Tally Sheet for Campus and Account Tracking
The Cash Tally Sheet is used for tracking loose currency and coin collections for campuses or accounts. This sheet helps in detailing quantities and denominations of currency and coins. It is essential for precise cash handling and verification.

Finance
Check Register - Disbursement by Fund for Nevada Irrigation District
This file provides details regarding the disbursement by fund for the Nevada Irrigation District. It includes vendor transactions, project titles, and amounts spent across various categories. Users can find comprehensive financial records for the specified period from 8/6/2016 to 8/26/2016.

Finance
Cement Masons Local 783 Pension Fund Direct Deposit Agreement
This file is a direct deposit banking agreement for the Cement Masons Local 783 Pension Fund. It authorizes Frost Bank to transmit retirement benefits to a specified bank. It also includes instructions for refunding overpayments.

Finance
Request for Outward Remittance from NRO Account Form
This document is a request form for outward remittance from an NRO account. It includes details about the beneficiary and the purpose of the remittance. The form requires the signature of the account holder and authorized bank official.

Finance
NJ-1065 Partnership Return and Instructions
This document provides detailed instructions for filing the NJ-1065 Partnership Return in accordance with the New Jersey Gross Income Tax Act. It includes information on adjustments, allocations, and reporting requirements. Residents and nonresidents involved in partnerships will find essential guidelines here.

Finance
Implementation of Thrift Savings Plan Roth Contributions
This file provides information and requirements for uniformed services to modify their payroll systems to accommodate the Thrift Savings Plan (TSP) Roth contributions. It outlines definitions, rules, and procedures for TSP Roth contributions, including catch-up contributions for those aged 50 and older. The document also includes target implementation dates and contacts for inquiries.

Finance
Subcontractor Direct Deposit Authorization Form
This form is used by subcontractors to authorize direct deposit of their pay into a chosen checking or savings account. It allows the company to make automatic payroll deposits. The form requires financial institution details and account information.

Finance
AICPA ASU 2016-14 Financial Statement Example Implementation
This document provides an illustrative example of financial statements implementation for a nongovernmental not-for-profit organization as per ASU 2016-14. It includes Statements of Financial Position, Activities, Functional Expenses, Cash Flows, and Notes to Financial Statements for Big National Charity, Inc. It is intended for use under current GAAP.