The james street group 2025

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering your Account Name and Account Number in the designated fields. Ensure accuracy as this information is crucial for processing your request.
3. Specify the Total amount of this request and the Date of submission. This helps in tracking your request efficiently.
4. Fill in your details under 'Form Completed By', including your Name and Signature. Remember, a signature from an authorized user is mandatory.
5. If applicable, check the box for a NEW Address and provide the updated Address, City, State, and Zip Code.
6. Select the Type of Distribution Request by marking one of the options: Reimbursement, Advanced Funds, Pay Vendor Directly, or Receipts for Previous Advance.
7. In 'Request Details', describe each item thoroughly. Attach additional paper if necessary to ensure clarity.
8. Indicate how you would like to receive payment by selecting either Mailed Check or Direct Deposit. If using new banking information, check the appropriate box and fill in all required bank details.
9. Lastly, include any Special Instructions that may assist in processing your request effectively.

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