When External Transfer or Gift is selected as the retirement reason, the External Transfer or Gift tab is displayed.
External Transfer or Gift tab field definitions
Title |
Description |
City Name |
Optional. Enter the name of the city in which the person or institution is located. |
Contact Name |
Required. Enter name of the recipient of the asset. |
Country Code |
Optional. Using the list or searching for the code from the Country lookup icon, select the country code for the country in which the person or institution is located. |
Institution Name |
Required. Enter the name of the institution that has taken ownership of the asset. |
Phone Number |
Optional. Enter the phone number for the recipient of the asset. |
Postal Code |
Optional. Enter the postal code in which the person or institution is located or search for the code from the Postal Code lookup icon. |
State Code |
Optional. Using the list or searching for the code from the State lookup icon, enter the code of the state in which the person or institution is located. |
Street Address |
Optional. Enter the street address for the person or institution to which the asset was transferred or given as a gift. |
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