Process: Check transfer from individual to organization

Template Check transfer from individual to organization
Category Finance
Description

Allow a check that was made out to an individual to be signed over to the organization. This transfers the check rights so that monies can be allocated to the organization's account as indicated.

Details

This process includes:

Transfer of bank check nominee form
To be completed and signed by the individual to transfer the check funds to the organization. You can add additional fields if there are further organization specific requirements.

Note: The suggested terms and conditions are not to be construed as legal advice and you should seek your own legal counsel prior to finalizing this process.

Forms
Jira Service Desk How ProForma works with Jira Service Desk
Jira Core/Software How ProForma works with Jira Core and Jira Software