Da PDF Template

Instructions on Utilizing Da

Filling out the DA form requires attention to detail to ensure accuracy. Complete the form thoroughly, as it documents the transfer of property. Here are the steps to follow.

1. Start with the top section. Fill in the HAND RECEIPT/ANNEX NUMBER from your records.
2. Identify the FROM and TO sections. Enter the names of the individuals or units involved in the transfer.
3. Fill out the HAND RECEIPT NUMBER. This refers to your specific hand receipt for tracking.
4. In the FOR END ITEM STOCK NUMBER area, provide the stock number associated with the item.
5. Describe the item clearly in the END ITEM DESCRIPTION field.
6. Enter the PUBLICATION NUMBER if applicable, followed by the PUBLICATION DATE.
7. Indicate the QUANTITY of the items being transferred.
8. If the form is a HAND RECEIPT, fill in the Hand Receipt Annex number. If it’s for quarters furniture, specify the condition codes. For components receipt, include the Accounting Requirements Code (ARC).
9. On the reverse side, repeat the item details listing stock number, item description, and quantity as needed.

After completing the form, ensure you make copies for your records. Submit the original to the appropriate office for processing and keep a clear line of communication with all parties involved.

Filling out the DA Form 2062, which is used for documenting hand receipts and annexes, can be straightforward, but mistakes are common. One significant error occurs when users neglect to include the Hand Receipt Annex number. This number is essential for tracking and referencing the specific items listed. Failing to provide it can lead to confusion and complications down the line.

Another frequent mistake involves missing the stock number for items. This number is critical for inventory management and accountability. Without it, there might be discrepancies in records, which could result in lost or misallocated assets. Double-check all entries to ensure stock numbers are recorded accurately.

Omitting the condition codes is also a common error, especially when the receipt involves quarters furniture. Condition codes communicate the status of the items, impacting their usability and maintenance. Always ensure that condition codes are appropriately documented if required.

People often fail to correctly enter the quantity of items, leading to significant accounting errors. Every item listed must have its quantity accurately reflected to maintain an accurate inventory. Double-check the actual count before filling in this section.

Another mistake is using incorrect publication numbers and dates. The publication number refers to the specific documentation overseeing the item. If the wrong number or date is noted, tracking and accountability become difficult. Always verify the publication details prior to submission.

For users filling out the DA Form 2062 as a hand receipt, there can be confusion about whether to include different types of receipts. Knowing the context—whether for furniture or components—is crucial. Users should clearly understand what type of receipt they are filling out to avoid misclassification and ensure proper accounting requirements.

Additionally, errors sometimes arise from mistakenly placing data in the wrong fields. This can occur with item description and authorizing quantities. Each component must go in the designated section; otherwise, it could lead to significant misunderstandings about inventory items.

Lastly, failing to complete the form entirely is a common oversight. Every section must be filled out as required. Incomplete forms can result in confusion and delays in the hand receipt process. Ensure all required fields are properly addressed before submission.

The DA Form 2062 is vital for tracking and managing property held by U.S. Army personnel. However, it is often used in conjunction with other important documents that help maintain accountability and provide clarity regarding equipment and assets. Here are five common forms that complement the DA Form 2062:

• DA Form 3645: This is a Property Book Unit Supply System (PBUSS) form used to request the change of ownership of property or equipment. It outlines the details of the items being transferred, ensuring a clear record of what is being handed over.
• DA Form 7503: Known as the Equipment Transfer Order, this document allows for the formal reassignment of equipment between units. It includes details on the items being transferred and confirms the new assignment.
• DA Form 2060: This form serves as an Equipment Inspection Checklist. It is used to assess the condition of property before it is formally handed over. By documenting any issues or discrepancies, it helps hold parties accountable for the condition of items.
• DA Form 3161: This is a Request for Issue or Turn-In form. It is used to request the issue of new equipment or to turn in existing property that is no longer needed. This form plays a crucial role in the supply chain management of Army equipment.
• DA Form 1687: This is an Authorized Signer List for Property Accountability. It verifies who is authorized to receive and manage property on behalf of a unit. This form ensures that only designated personnel can handle property transactions.

Using these forms together with the DA Form 2062 helps create a comprehensive system for managing Army property. Each document serves a specific function and fosters transparency and accountability, which are critical in maintaining the integrity of military operations.

• DD Form 250: Similar to the DA Form, the DD Form 250 serves as a material inspection and receiving report. It documents the acceptance of supplies or equipment and confirms delivery. Like the DA Form, it includes a description of the end items received.
• DA Form 581: This form is used for requesting and reporting ammunition. Both the DA Form 581 and DA Form 2062 track items to ensure accountability, but DA Form 581 specifically handles ammunition instead of general supplies.
• DA Form 3749: Used for property that is being hand-receipted, similar to the DA Form 2062, the DA Form 3749 focuses on electronic and communication equipment. Both documents track the condition and accountability of property.
• DA Form 3151: This is a transfer of property form relevant for the movement of property between officers. While the DA Form 2062 focuses more on the receipt aspect, both forms ensure that there is an official record of property accountability during transfers.
• DA Form 2060: This form is known for documenting property accountability and the condition of government property. Like the DA Form, it is used to keep a written record of items handed out, but it's broader in its usage across different property types.
• DD Form 1348-1A: This is a single-line item release document that serves a similar purpose to track inventory receipts. While the DA Form 2062 is for hand receipts, DD Form 1348-1A focuses on detailed transaction records of inventory.
• DA Form 1687: Also known as the Notice of Delegation of Authority, this form identifies individuals authorized to request supplies. The DA Form 2062 is related to property receipt, but both documents work together in maintaining accountability in supply logistics.
• DA Form 7501: This document is a request to replace lost or damaged property. While it serves a different purpose compared to the DA Form 2062, both ensure that property management and accountability are controlled.
• SF 122: The Transfer Order for Excess Personal Property, the SF 122, facilitates the transfer of surplus government property to other entities. Similar to the DA Form 2062, it ensures that an official record of the item’s custody is kept.
• DA Form 3986: This form is utilized for documenting the transfer of hand-receipted property. While the DA Form 2062 focuses on the original receipt, the DA Form 3986 manages subsequent custody transfers effectively.

• Do read the instructions carefully before starting. Understanding the requirements will save you time and prevent errors.
• Do double-check your entries for accuracy. Incorrect information can lead to delays or issues later on.
• Don't leave any fields blank unless instructed. Every section is important for the processing of your hand receipt.
• Don't use abbreviations unless they are specified in the form. Clarity is key, and full descriptions help avoid confusion.

• Misconception 1: The DA Form is only for military use.

This form is predominantly associated with military operations, yet it can also be beneficial for civilian organizations that manage government property. Many people overlook its application beyond the armed forces.

• Misconception 2: You must use a specific pen color.

There's a belief that certain ink colors are mandated for filling out the form. In reality, as long as the information is legible, any standard ink color is acceptable.

• Misconception 3: Once filed, the DA Form cannot be altered.

While it is important to ensure accuracy before submission, it is possible to update or amend the form after it has been filed if new information comes to light.

• Misconception 4: All items must be physically present when completing the form.

Although conducting a physical inventory is ideal for accuracy, it is not always necessary to have every item on hand during the documentation process, as long as records are consistent and reliable.

• Misconception 5: The DA Form is a standalone document.

Many assume that it serves as an independent form. However, it typically works in conjunction with other documents and procedures to ensure stringent accountability of the items listed.

• Misconception 6: Only designated personnel can complete the form.

While there are recommended practices suggesting training for those who fill out the form, technically anyone can complete it. Proper training, however, aids in ensuring accuracy and compliance.

• Misconception 7: The form has no impact on accountability.

This misconception undermines the significance of the DA Form. It plays a crucial role in tracking and maintaining accountability for government property, serving as an official record in audits and inspections.

• Misconception 8: The form is obsolete and no longer used.

Despite the existence of many new systems for inventory management, the DA Form 2062 remains a preferred choice due to its simplicity and efficiency in handling property records.

• Misconception 9: The DA Form is completed only for hand receipts.

This is a common assumption, but the form serves multiple purposes. It can also function in a variety of capacities, such as tracking equipment transfers and ensuring compliance with supply chain standards.

Filling out and using the DA Form 2062 is essential for effective property accountability. Here are some key takeaways to keep in mind:

• Always include accurate identification details like the hand receipt number and the names of both the custodian and the property manager.
• Clearly describe each item by including the stock number, item description, quantity, and unit of issue (UI).
• When used as a hand receipt, specify the hand receipt annex number.
• For quarters furniture, enter the appropriate condition codes.
• In cases of component hand receipts, include the Accounting Requirements Code (ARC).
• Make sure to note the publication number and date for the referenced items.
• Ensure quantities are accurately recorded to prevent shortages or overages.
• Review the form for completeness before submission; incomplete forms can lead to delays.
• Keep a copy of the filled DA Form 2062 for your records and future reference.
• Use the form to track and manage accountable property efficiently.

Following these steps helps maintain proper documentation and accountability for military property.