Fill in a Valid Da Template

Detailed Instructions for Filling Out Da

Filling out a DA Form 2062, also known as a Hand Receipt/Annex Number Form, is a standard procedure that requires attention to detail to ensure all equipment and items are accurately accounted for. Whether it's for military property accountability or managing government assets, getting this form right is crucial. Here's a step-by-step guide to help you fill out the form accurately and efficiently.

1. Start by entering the Hand Receipt/Annex Number at the top of the form. This number is critical for tracking and should be obtained from your unit's logistics or property book office.
2. In the FROM: and TO: sections, input the issuing and receiving parties' details. This includes the name of the department or individual handing over the items and the one receiving them.
3. Under the FOR END ITEM STOCK NUMBER, enter the stock number of the main item or equipment being accounted for.
4. Next, provide the END ITEM DESCRIPTION, which includes a brief yet comprehensive description of the main item.
5. Fill in the PUBLICATION NUMBER and PUBLICATION DATE fields with the reference documents or manuals associated with the item.
6. For the QUANTITY field, specify the number of main items or units being handed over.
7. Specify the ANNEX/CR if applicable. This pertains to any annexes or condition reports that accompany the hand receipt.
8. In the detailed item list, enter each item's STOCK NUMBER, ITEM DESCRIPTION, and QUANTITY. Remember to specify the section (A, B, C, D, E, F) it belongs to, the unit of issue (UI), and the authorized quantity (AUTH QTY) as well.
9. For the g. QUANTITY* column, indicate the actual quantity of each item being handed over.
10. Finally, the *WHEN USED AS A: section at the bottom helps identify the form's specific use. Indicate whether it's being utilized as a standard Hand Receipt, a Hand Receipt for Quarters Furniture, or a Hand Receipt Annex/Components Receipt. Corresponding entries such as the Hand Receipt Annex number, Condition Codes, or Accounting Requirements Code (ARC) should be made as per the form's usage.

Once the form is filled out, review all entries for accuracy. Remember, the DA Form 2062 is a legally binding document that holds individuals accountable for government property. Therefore, ensuring that every detail is correct before submission is paramount. This meticulous approach not only helps in effective asset management but also upholds the integrity and accountability standards required within the organization.

What is a DA Form 2062 used for?

The DA Form 2062 is primarily used as a hand receipt to document the transfer of military property from one party to another. It serves various purposes, including recording details for items issued to individuals or units, quarters furniture management, and accounting for components or annex items. This form plays a crucial role in tracking the responsibility and accountability of military assets.

Who should complete the DA Form 2062?

This form is typically filled out by the issuing authority in the military, which could be the property book officer or the unit supply personnel. It is their responsibility to accurately document the details of the equipment or items being transferred and ensure that the receiving party acknowledges the receipt of such items by signing the form.

What information is needed to fill out the DA Form 2062?

To complete the DA Form 2062, the following information is necessary: the hand receipt or annex number, details of the issuing and receiving parties, a detailed description of the end item including stock number and quantity, and any additional details pertinent to the specific items being transferred, such as serial numbers or condition codes. The form also requires signatures from both the issuing and receiving parties.

Is there a specific publication that governs the use of DA Form 2062?

Yes, the use of DA Form 2062 is governed by DA PAM 710-2-1. This publication provides comprehensive guidance on property accountability and procedures for using the DA Form 2062, ensuring that military property is accounted for in accordance with regulatory requirements.

Can the DA Form 2062 be used for both permanent and temporary hand receipts?

Yes, the DA Form 2062 can be utilized to document both permanent and temporary hand receipt transactions. Whether the equipment is issued for a short term or for long-term use, this form serves as the official record of responsibility between the issuing and receiving parties.

What happens if the equipment listed on a DA Form 2062 is lost or damaged?

If items documented on a DA Form 2062 are lost or damaged, it is the responsibility of the individual or unit holding the receipt to report the incident. Formal investigations may be conducted to determine liability, and the individual or unit may be held financially responsible for replacing the lost or damaged property, depending on the circumstances and the results of the investigation.

Is the DA Form 2062 legally binding?

Yes, the DA Form 2062 is legally binding. By signing this form, the receiving party acknowledges responsibility for the items listed. Any failure to return the equipment in good condition, or at all, can lead to official repercussions, including financial liability or disciplinary action, underscoring the importance of properly managing and safeguarding military property.

Filling out the DA Form 2062, widely recognized as the Hand Receipt/Annex Number form, often presents a series of common errors made by individuals. These mistakes can result in inaccuracies that may affect accountability and inventory management. Understanding these pitfalls is crucial for ensuring that the process is completed efficiently and accurately.

One of the first mistakes is the mishandling of the FROM and TO sections. These areas are critical for identifying the parties involved in the transaction. Failing to provide complete and accurate details of both the issuing and receiving entities can create confusion over asset responsibility. It is essential to double-check this information for correctness.

Another error occurs in the description of the END ITEM STOCK NUMBER and END ITEM DESCRIPTION. Occasionally, individuals might overlook these fields or enter incomplete data. As these sections are fundamental for identifying the specific items being transacted, precise and thorough descriptions are indispensable.

The PUBLICATION NUMBER and PUBLICATION DATE fields are frequently overlooked. These entries are supposed to reflect the most current information as per the DA PAM 710-2-1 guidelines. Neglecting these can lead to discrepancies in following the correct procedures for item management and accountability.

Mistakes in the QUANTITY area, including both the initial quantity and quantities in subsequent sections (g. QUANTITY), are common. Confusion or inaccuracies when detailing quantities can significantly impact inventory accuracy. It is necessary to ensure that the quantities match the actual items on hand.

A critical detail that often gets mishandled is the annotation in specific contexts such as CONDITION CODES and ACCOUNTING REQUIREMENTS CODE (ARC). The form requires different details depending on if it's used as a hand receipt for quarters furniture, a hand receipt, or an annex/components receipt. Users must pay close attention to this to provide the right information for the form's current use.

Additionally, individuals sometimes fail to correctly enumerate pages in the PAGE OF PAGES section. This mistake can lead to pages being misplaced or incorrectly ordered, which complicates tracking and accountability.

Last, but certainly not least, is the neglect of the reverse side of the DA Form 2062. This portion of the form contains crucial spaces for additional information and clarifications that might be necessary for a comprehensive hand receipt. Ignoring this section can result in incomplete documentation and potential asset mismanagement.

In conclusion, careful attention to detail in filling out each section of the DA Form 2062 is essential. By avoiding these common mistakes, individuals can ensure accurate and effective management of equipment and other assets. It’s not just about completing the form but about safeguarding accountability and efficiency within operations.

When managing assets and inventory within the military, the DA Form 2062, or Hand Receipt/Annex Number document, serves a pivotal role in tracking and recording the exchange of equipment and supplies from one party to another. This essential form ensures accountability and provides a clear trail of custody for military property. However, the DA Form 2062 often works in tandem with other forms and documents to streamline asset management, enhance operational efficiency, and assure compliance with the United States Army's strict regulatory framework.

• DA Form 1687, also known as Notice of Delegation of Authority - Receipt for Supplies, complements the DA Form 2062 by authorizing specific individuals to request and receive property on behalf of a unit or organization. This delegation of authority helps in simplifying logistics operations and ensures that authorized personnel can efficiently manage supplies and equipment.
• DA Form 31, Request and Authority for Leave, is often utilized in conjunction with the DA 2062 when personnel handling the equipment or accountable items are going on leave. The form records official leave, ensuring that responsibility for equipment is temporarily reassigned and accounted for in their absence.
• DA Form 3161, Request for Issue or Turn-in, is used alongside the DA 2062 for documenting the issue or return of items within the Army's supply chain. This form outlines specific details about the items being issued or turned in, complementing the hand receipt by documenting fluctuations in inventory levels.
• DD Form 1348-1A, Issue Release/Receipt Document, serves a similar purpose as the DA Form 3161 but is used for documenting the issue and receipt of equipment and supplies between different services or agencies within the Department of Defense. This cross-service document ensures that all parties have a common understanding and record of the transaction.
• DA Form 2404 or DA Form 5988-E, Equipment Inspection and Maintenance Worksheet, is essential for recording the physical condition and maintenance status of equipment listed on the DA 2062. By documenting inspections, faults, and maintenance activities, these forms help in maintaining operational readiness and extending the life of valuable assets.

In conclusion, while the DA Form 2062 plays a critical role in managing military assets, its effectiveness is significantly enhanced when used in conjunction with other documents designed to streamline processes, ensure accountability, and maintain the operational readiness of equipment. These forms collectively reinforce the United States Army's commitment to accountability and efficiency in its logistics and operational procedures.

• DD Form 1149: Similar to the DA Form, the DD Form 1149 is used in the military for requisition and invoice/shipping documents. Both forms track the transfer and accountability of equipment and supplies, recording key details such as descriptions, quantities, and recipient information.

• Equipment Custody Record: This document tracks the assignment of equipment to individuals within an organization, similar to the DA Form's function of recording the hand receipt of military equipment and supplies. It typically includes information on the item, assignee, and condition of the equipment.

• Property Book Unit Supply Enhanced (PBUSE) System Records: PBUSE is a digital system for managing the Army's inventory of equipment, paralleling the DA Form's purpose in paper format. It stores detailed records of items, quantities, and ownership, similar to the itemized listings on a DA Form.

• Fixed Asset Register: In civilian terms, a fixed asset register serves a similar purpose to the DA Form, by recording the details of a company's tangible assets. This includes descriptions, quantities, and locations of items, essential for asset management and accountability.

• Inventory Control Sheet: An inventory control sheet is used in various industries to keep track of items in stock, much like the DA Form's use in tracking government property. Both documents detail quantities, descriptions, and status updates for inventory management.

• Supply Chain Receiving Reports: These reports document the receipt of goods in a supply chain, akin to how the DA Form confirms the transfer of military equipment and supplies. They typically include detailed listings of received items, including quantities and conditions.

• Government Property Transfer Documents: Such documents are used to record the transfer of property between departments or agencies, similar to how the DA Form is used within the military for equipment and supplies. They ensure accountability and tracking of government assets.

• Chain of Custody Forms: Used in legal, medical, and environmental fields, chain of custody forms document the transfer of materials or samples for accountability. Like the DA Form, they track who has possession of items at any given time, ensuring integrity and control.

• Quarterly Equipment Inventory Report: This report, typically used by businesses, tracks equipment status and availability over a quarter. It parallels the DA Form's role in keeping periodic checks on equipment, ensuring accurate and updated records of assets.

• Asset Management Forms: These forms are used by organizations to manage their assets effectively, including tracking their condition, location, and responsible parties. Similar to the DA Form, asset management forms help in maintaining inventory control and accountability over an organization's resources.

Filling out the DA Form 2062, also known as the Hand Receipt/Annex Number form, requires careful attention to detail and an understanding of specific guidelines. Here are 10 key dos and don'ts to help ensure the process is completed effectively:

• Verify all information on the form for accuracy before submission. This includes checking the Hand Receipt Annex number, Condition Codes, Accounting Requirements Code (ARC), and all listed quantities.

• Ensure that the item descriptions are complete and match the corresponding stock numbers. Precision is critical to avoid discrepancies.

• Clearly indicate the quantity of items received or dispensed to maintain proper inventory levels.

• Use the correct version of the form; the DA Form 2062, January 1982 edition, has superseded the January 1958 edition.

• Refer to DA PAM 710-2-1 for guidance on how to properly fill out the form and for any updates on the procedure.

• Sign and date the form to validate its accuracy and to formally acknowledge the receipt or transfer of items.

• Rush through the form without verifying each section for correct entries. Mistakes can lead to inventory discrepancies and administrative headaches.

• Leave sections blank that are applicable to your transaction. If a section does not apply, note it accordingly with "N/A" or a similar indication.

• Forget to list the condition codes for quarters furniture when applicable. These codes provide critical information on the state of the items.

• Overlook the necessity of marking the authorization quantity and stock numbers clearly, as these figures are essential for tracking and accountability.

• Fail to consult with ODCSLOG (Office of the Deputy Chief of Staff for Logistics) or the relevant proponent agency if there are any uncertainties about how to accurately complete the form.

By following these guidelines, the accuracy and integrity of the Hand Receipt/Annex Number form, DA Form 2062, will be ensured, contributing to effective inventory management and accountability within the military logistics framework.

Understanding the DA Form, specifically DA Form 2062, can sometimes be challenging due to prevalent misconceptions. Here are four common misunderstandings explained to help clarify its use and purpose.

• Misconception 1: It's Only for the Army's Use.

  While it's true that DA Form 2062 is primarily used within the United States Army, its structure and purposes, such as tracking equipment hand receipts and annex numbers, can serve as a model for inventory management in various organizational contexts. The principles of accountability it enforces are universal in asset management.

• Misconception 2: It's Complicated and Hard to Fill Out.

  At first glance, the form might seem daunting with its sections for stock numbers, item descriptions, and quantities. However, the form is designed for clarity once you understand what each section requires. With the correct information about the items in question, completing the form becomes straightforward.

• Misconception 3: It's Only Relevant for High-Value Equipment.

  Though often associated with significant assets, DA Form 2062 is equally important for managing any Government Furnished Equipment (GFE) or property, regardless of its value. It ensures all items, from high-cost equipment to lower-value items, are accounted for and tracked conscientially.

• Misconception 4: Digital Versions Aren't Acceptable.

  In today's digital age, it's a common myth that DA Form 2062 must be filled out manually. However, with the advancements in digital documentation and e-signature technologies, completing and submitting a digital version of the form is perfectly acceptable and encouraged for efficiency and record-keeping.

Clearing up these misconceptions helps in understanding the DA Form 2062's value and functionality in asset management and accountability. Regardless of the setting, its foundational principles can improve the organization, trackability, and accountability of equipment and items for any group or organization.

Understanding how to accurately complete and utilize a DA Form 2062, also known as Hand Receipt/Annex Number, is crucial for managing military equipment and property effectively. This form serves multiple purposes, such as documenting the issue and return of property, conducting inventories, and providing evidence of responsibility for items. Below are key takeaways to ensure its proper use:

• Ensure all fields on the DA Form 2062 are filled out correctly, including the 'Hand Receipt/Annex Number', the identification of the party issuing the items, and the recipient’s details. Accurate completion prevents misunderstandings or disputes over accountability.
• Understand the different purposes of the form. It can act as a Hand Receipt when listing items issued to a person, a Hand Receipt for Quarters Furniture for documenting furniture issued to housing areas, or an Annex/Components Receipt for tracking components or accessories of an item.
• Pay close attention to the 'Condition Codes' and the 'Accounting Requirements Code (ARC)' when used. These codes provide essential information about the status of the equipment and its management requirements.
• The 'End Item Stock Number', 'End Item Description', and 'Publication Number and Date' are crucial for identifying the specific item and referencing its guidelines for management and operation.
• Quantities must be precisely recorded in the designated columns to maintain accurate accountability of items issued and to facilitate correct stock level management.
• Understanding the significance of the ‘SEC’ (Security), ‘UI’ (Unit of Issue), and ‘AUTH’ (Authorization) columns help in tracking, securing, and managing inventory according to regulations.
• For items with multiple components or parts, ensure each is listed separately with its specific details to prevent loss and simplify tracking of inventory.
• The reverse side of the DA Form 2062 provides space for additional information, which is useful for remarks, conditions, or special instructions not covered on the front. This can include specific return instructions or maintenance requirements.

Properly managing the DA Form 2062 is not only a matter of procedural compliance but also a critical aspect of logistical operations, ensuring that every piece of equipment or property is accounted for, maintained, and utilized effectively to support the mission.