External Transfer or Gift Tab

 

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.

 

More:

Theft Tab