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Dos and Don'ts

When filling out the DA form, there are important guidelines to follow. Here’s a list of things you should and shouldn’t do:

  • Do ensure all required fields are completed accurately.
  • Do double-check the hand receipt annex number before submission.
  • Do use the correct accounting requirements code (ARC) when applicable.
  • Do maintain a copy of the filled-out form for your records.
  • Don’t leave any fields blank unless instructed otherwise.
  • Don’t use outdated versions of the form; always use the latest edition.

Similar forms

The DA Form 2062, commonly known as the hand receipt, is often compared to the DD Form 250. Both documents serve as a record of property transfer. The DD Form 250 is specifically used for the acceptance of supplies and services. While the DA Form 2062 tracks the handover of items between individuals or units, the DD Form 250 formalizes the acceptance of goods and services in contracts. Each form ensures accountability and traceability in the management of military assets.

Another similar document is the DA Form 3161, which is used for the temporary transfer of property. Like the DA Form 2062, it records the details of items being transferred. However, the DA Form 3161 is specifically for temporary handovers, such as when equipment is loaned out for a short period. This form helps maintain visibility of property that is not permanently transferred, ensuring that all items are accounted for during their temporary use.

The DA Form 3749 is also relevant, as it serves as a hand receipt for sensitive items. This form is similar to the DA Form 2062 in that it tracks the issuance of property, but it focuses on items that require special handling due to their nature. By using the DA Form 3749, units can ensure that sensitive items are properly monitored and safeguarded, providing an additional layer of accountability.

In addition, the DA Form 7000 is used for the transfer of property between units. This document functions similarly to the DA Form 2062, as it records the transfer of property, but it is specifically designed for unit-to-unit transfers. This form helps streamline the process of moving equipment within the military, ensuring that all parties involved are aware of the transaction and its details.

The SF 122, known as the Transfer Order, is another document that shares similarities with the DA Form 2062. It is used for the transfer of excess personal property. While the DA Form 2062 focuses on the hand receipt process, the SF 122 is a formal order that initiates the transfer of property deemed excess. Both documents play a role in maintaining accurate records of property management within the military.

The DA Form 450 is also comparable, as it serves as a record for the transfer of accountable property. This form is used in situations where property is transferred between individuals or units, much like the DA Form 2062. The DA Form 450, however, is specifically for accountable property, ensuring that all items that require tracking are properly documented during the transfer process.

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The DA Form 1687, which is the Notice of Delegation of Authority, is similar in that it establishes accountability for property. While it does not serve as a hand receipt, it designates who is responsible for specific items. This document is crucial for ensuring that the right individuals are held accountable for the property under their care, complementing the tracking process established by the DA Form 2062.

Lastly, the DA Form 2062-1 is a variant of the DA Form 2062 that specifically addresses the issue of property accountability. This form is used in conjunction with the original hand receipt to provide additional details or to document changes in property status. Both forms are essential for maintaining accurate records and ensuring that all property is accounted for throughout its lifecycle.

Common mistakes

Filling out the DA Form can be a straightforward process, but several common mistakes can lead to complications. Understanding these pitfalls is crucial for ensuring accurate documentation. Here are six mistakes to avoid.

One frequent error occurs when individuals fail to include the Hand Receipt Annex number. This number is essential for tracking and accountability. Without it, the documentation may be incomplete, leading to potential issues during audits or inventory checks.

Another mistake is neglecting to specify the Condition Codes when using the form for quarters furniture. Condition Codes provide necessary information about the state of the items listed. Omitting this detail can result in misunderstandings regarding the quality and usability of the furniture.

Many people also overlook the importance of entering the Accounting Requirements Code (ARC) when filling out the Hand Receipt Annex. This code is vital for proper financial tracking and ensures that all items are accounted for correctly. Missing this information can complicate financial reporting and accountability.

In addition, errors in the quantity fields are common. It is critical to double-check the numbers entered in the quantity sections to avoid discrepancies. Incorrect quantities can lead to inventory shortages or overages, both of which can disrupt operations.

Another mistake involves not updating the publication number and date. Keeping these details current is essential for compliance with regulations. Failure to do so can result in using outdated information, which may not reflect the current policies or procedures.

Lastly, individuals often forget to sign and date the form. This step is necessary for validating the document and confirming that the information provided is accurate. Without a signature and date, the form may be considered incomplete and could be rejected during processing.

Misconceptions

Misconceptions about the DA Form, specifically the DA Form 2062, can lead to confusion and improper use in various military and logistical contexts. Here are eight common misconceptions, along with clarifications for each:

  • It is only for military personnel. Many believe that the DA Form 2062 is exclusively for military use. In reality, it is also applicable in various civilian contexts where military equipment and property are involved.
  • It can be filled out in any format. Some think that the DA Form can be completed in any format. However, it must adhere to specific guidelines outlined in DA PAM 710-2-1 to ensure proper documentation.
  • Only one copy is necessary. There is a misconception that a single copy of the DA Form 2062 suffices. In practice, multiple copies are often required for record-keeping and accountability purposes.
  • It is only for tracking equipment. While the primary purpose of the DA Form 2062 is to track equipment, it is also used for documenting the condition and accountability of property, including furniture.
  • Condition codes are optional. Some individuals believe that entering condition codes is optional. In fact, these codes are crucial for assessing the state of the items being documented and must be included when applicable.
  • It can be used for any type of property. There is a misunderstanding that the DA Form 2062 can be used for all types of property. It is specifically designed for certain categories of property, such as end items and components, as outlined in the accompanying instructions.
  • Once submitted, it cannot be modified. Many think that once the DA Form 2062 is submitted, it cannot be changed. However, corrections can be made, provided they follow the proper procedures for amendments.
  • It is a one-time document. Some users assume that the DA Form 2062 is only needed once. In reality, it is often used repeatedly throughout the lifecycle of the property, requiring updates and re-issuance as necessary.

Understanding these misconceptions can help ensure that the DA Form 2062 is used correctly and effectively, maintaining accountability and organization within military and logistical operations.