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The DA Form, widely recognized within the military sector, serves several critical functions aimed at streamlining inventory management and accountability. Designed as a multi-purpose document, it facilitates the process of tracking assets from one party to another, ensuring a clear chain of custody. Key features include sections for detailing the hand receipt number, relevant from-and-to information, a comprehensive breakdown of items including stock numbers, descriptions, quantities, and condition codes. This form is intrinsic to the management of equipment, particularly within the Department of the Army, underscored by its requirement as per DA PAM 710-2-1 guidelines. The form's layout is intentionally structured to accommodate various types of equipment transfers, whether for hand receipts, quarters furniture, or component annexes, each scenario dictated by specific codes like the Accounting Requirements Code (ARC). The reverse side of the form provides additional space for documenting item details, ensuring that all information is meticulously recorded, highlighting the form's crucial role in logistical operations. By adhering to the specifications of the DA Form, the military ensures the meticulous administration of its assets, reinforcing accountability and operational efficiency.

Sample - Da Form

HAND RECEIPT/ANNEX NUMBER

 

FROM:

 

TO:

 

 

 

 

 

 

 

 

HAND RECEIPT

 

For use of this form, see DA PAM 710-2-1.

 

 

 

 

 

 

 

 

 

 

 

 

NUMBER

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

The Proponent agency is ODCSLOG.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

FOR

 

END ITEM STOCK NUMBER

END ITEM DESCRIPTION

PUBLICATION NUMBER

 

 

 

PUBLICATION DATE

 

 

QUANTITY

 

 

ANNEX/CR

 

I

I

I

 

 

 

 

 

 

 

 

 

 

 

 

ONLY

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

STOCKNUMBER

 

 

ITEM DESCRIPTION

 

 

 

QTY

g.

 

QUANTITY

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

*

SEC

UI

AUTH

 

 

 

 

 

 

 

 

 

 

a.

 

 

 

b.

A

 

B

C

D

 

E

F

 

 

 

 

 

c.

d.

e.

f.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

* WHEN USED AS A:

HAND RECEIPT, enter Hand Receipt Annex number

HAND RECEIPT FOR QUARTERS FURNITURE, enter Condition Codes

HAND RECEIPT ANNEX/COMPONENTS RECEIPT, enter Accounting Requirements Code (ARC).

 

 

PAGE 1 OF 1 PAGES

DA FORM 2062, JAN 82

EDITION OF JAN 58 IS OBSOLETE

USAPPC V2.10

STOCKNUMBER

a.

ITEM DESCRIPTION

b.

*

c.

SEC d.

UI e.

QTY

AUTH

f.

g.QUANTITY

A

B

C

D

E

F

 

 

 

 

 

 

Reverse of DA FORM 2062

USAPPC V2.10

PAGE

 

OF

 

PAGES

Form Information

Fact Detail
Form Name DA Form 2062
Form Use Hand Receipt/Annex Number
Directive For use of this form, see DA PAM 710-2-1.
Proponent Agency ODCSLOG
Primary Purpose Documenting accountability of items issued to individuals.
Editions JAN 82, JAN 58 (Obsolete)
User Instructions Includes specific fields for item description, stock number, quantity, and condition codes.
Governing Law(s) Not specific to a state, governed by federal military regulations.

Detailed Guide for Writing Da

Once you have the DA Form 2062 in front of you, it's important to approach it methodically, ensuring all the needed information is accurately filled out. This form is a key document for tracking the responsibility and possession of various items within the military. It's used to record details pertaining to items issued, making it essential for inventory and accountability purposes. Follow these steps carefully to ensure the form is completed correctly.

  1. Start with the HAND RECEIPT/ANNEX NUMBER section at the top of the form. Enter the specific number associated with this hand receipt for tracking and reference purposes.
  2. Fill in the FROM: and TO: fields to document who is issuing the items and who is receiving them. This typically includes the name and rank of the individuals or the units/divisions within the military structure.
  3. Under the HAND RECEIPT FOR section, ensure to mention the purpose of this form, aligning it with the intended use, whether it's a hand receipt, quarters furniture receipt, or an annex/components receipt.
  4. In the section labeled FOR END ITEM STOCK NUMBER, input the stock number of the primary item or unit if applicable.
  5. Proceed to fill out the END ITEM DESCRIPTION, providing a detailed and unambiguous description of the primary item being handled.
  6. Enter the relevant PUBLICATION NUMBER and PUBLICATION DATE that corresponds with the item. This ensures that the exact specifications and conditions are known and followed.
  7. Specify the QUANTITY of the primary item that is being transferred or accounted for.
  8. In the ANNEX/CR ONLY space, indicate any annex or component receipts tied to the primary item, if relevant.
  9. For each item listed under the inventory, provide the necessary details in the respective columns:
    • STOCKNUMBER: Enter the stock number of the item.
    • ITEM DESCRIPTION: Provide a clear description of each item.
    • Fill out the SEC (section), UI (unit of issue), QTY (quantity), and AUTH (authority) columns as applicable.
    • If needed, include the total QUANTITY of each item in the last column.
  10. Ensure to review all entries for accuracy, as this document is crucial for accountability and tracking of military property.
  11. Lastly, verify the total number of pages is correct by filling in the PAGE OF PAGES field at the bottom of the form, ensuring it matches the actual number of pages filled out.

By following these steps meticulously, you ensure that the DA Form 2062 is filled out correctly, allowing for effective tracking and management of military equipment and items. This not only aids in maintaining accountability but also supports operational readiness by ensuring proper documentation and control of resources.

Important Points on Da

What is a DA Form 2062 used for?

The DA Form 2062, officially known as a Hand Receipt/Annex Number, serves multiple purposes within the U.S. Army. Primarily, it is used to track the issuance and return of Army property. It acts as a record, documenting the individual or unit that has taken possession of specific items. This form ensures accountability and management of government property, be it weapons, vehicles, or sensitive equipment. The form is utilized during handovers, verifying that the recipient acknowledges receipt of the items listed, which can range from end items to components required for operation or maintenance.

How is the DA Form 2062 filled out?

Filling out the DA Form 2062 requires attention to detail to ensure all equipment and items are accounted for accurately. The process starts with entering the hand receipt or annex number at the top, which uniquely identifies the transaction. The "FROM:" and "TO:" fields capture the details of the issuing and receiving parties, respectively. Specific item details such as stock number, item description, publication number and date, quantity, and the condition or accounting requirements codes are meticulously recorded. When used as a hand receipt, the appropriate annex number is entered, while for quarters furniture or components receipt, condition codes or accounting requirements codes must be provided. Each page of the document is annotated with a page number and the total number of pages to maintain organization and ensure completeness of the record.

Who is responsible for maintaining the DA Form 2062?

The responsibility of maintaining the DA Form 2062 falls upon the individual or unit commander who has custody of the property listed. This ensure that the form is kept up-to-date and accurately reflects the current status of equipment and items. It is crucial for the responsible party to promptly update the form whenever there is a change in the status or custody of any item listed, such as issuance to an individual, return of equipment, or upon the acquisition of new assets. Proper maintenance of this document is vital for effective inventory management and accountability within the military units.

What happens if items listed on the DA Form 2062 are lost or damaged?

When items documented on the DA Form 2062 are lost or damaged, it triggers a series of actions to assess and address the situation. The individual or unit accountable for the items must immediately report the incident through the appropriate channels. An investigation is typically conducted to determine the circumstances leading to the loss or damage. Depending on the results, individuals may be held financially liable if negligence or misconduct is found. The form must then be updated to reflect the current status of the items, including annotations for loss or damage. This process ensures that the Army maintains accurate records and accountability for its properties, which is critical for operational readiness and transparency.

Common mistakes

Filling out the DA Form 2062, which is primarily used for inventory and tracking purposes in the military, often includes a variety of common mistakes. Understanding and avoiding these pitfalls can significantly streamline the process, ensuring accurate and efficient record-keeping.

One frequent mistake is failing to provide a detailed item description. This section requires specific information to ensure each item can be accurately identified and tracked. Vague or incomplete descriptions can lead to confusion and mismanagement of resources. It's essential to include all the necessary details, such as model numbers, serial numbers, and any unique identifiers, to maintain a precise inventory.

Another common error is incorrectly entering the quantity. This mistake can occur in two sections: the authorized quantity (QTY AUTH) and the actual quantity on hand (QUANTITY). Errors here can lead to discrepancies in inventory levels, affecting readiness and operational capabilities. It's crucial to double-check these numbers, ensuring they accurately reflect current stock levels.

The Hand Receipt Annex number and the Accounting Requirements Code (ARC) are also often overlooked or filled out incorrectly. The Hand Receipt Annex number is vital for tracking the document and the items it covers, while the ARC indicates how the equipment should be accounted for. Failing to provide or incorrectly providing these details can result in administrative headaches and accountability issues.

Ignoring the condition codes when the DA Form 2062 is used as a hand receipt for quarters furniture is another oversight. These codes are crucial for noting the condition of the items at the time of receipt and play a significant role in determining responsibilities for damages or losses. Overlooking this step can lead to disputes and potential charges for damages not caused by the current custodian.

Lastly, individuals often forget to include or update the publication number and date. Although it might seem like a minor detail, this information is critical for identifying the correct procedures and guidelines associated with the listed equipment. Using outdated or incorrect publication references can lead to non-compliance with current standards and regulations.

Documents used along the form

When managing military assets, the DA Form 2062, Hand Receipt/Annex Number, is a key document for tracking equipment and property assigned to individuals or units. However, to ensure thorough accountability and maintenance, several other forms and documents are often used in conjunction with the DA Form 2062. These documents cover a wide range of purposes, from requesting equipment to reporting its readiness status.

  • DA Form 1687: Also known as the Notice of Delegation of Authority - Receipt for Supplies. This form is used to delegate authority to individuals to request and receive supplies on behalf of a unit or organization.
  • DA Form 3161: Request for Issue or Turn-In. This document is leveraged for the temporary loan of equipment within the Army or to turn in items no longer required by a unit.
  • DA Form 2404: Equipment Inspection and Maintenance Worksheet. It is utilized to record faults, inspections, maintenance, and services performed on equipment. This ensures that all equipment listed on the DA Form 2062 is serviceable and maintained up to standard.
  • DA Form 2408-9: Equipment Control Record. This form is crucial for keeping a historical record of the equipment, including its status and any changes in its condition or assignment.
  • DA Form 5988-E: Equipment Maintenance and Inspection Worksheet (Electronic). Similar to the DA Form 2404, but designed for electronic completion, this form documents the status of equipment and any maintenance actions taken.
  • DA Form 4949: Administrative Adjustment Report (AAR). If there are discrepancies in the property records, this form is used to adjust or correct them. This ensures the accuracy of records associated with the DA Form 2062.
  • DA Form 5513: Key Control Register and Inventory. For managing keys to sensitive or secure areas where the assigned equipment is stored or operated, ensuring only authorized access.
  • DD Form 1348-1A: Issue Release/Receipt Document. This Department of Defense form is crucial for the actual issue and receipt of equipment and supplies, tying back to the accountability maintained with the DA Form 2062.
  • DD Form 362: Statement of Charges/Cash Collection Voucher. Utilized when equipment is lost, damaged, or destroyed, and financial liability is assessed. It serves as a mechanism to either initiate replacement or collection actions.

Each of these documents plays a vital role in the lifecycle and accountability of military property and equipment. While the DA Form 2062 provides a snapshot of what is assigned to whom, these additional forms ensure that every aspect of an item’s use, maintenance, and eventual disposal or turn-in is meticulously tracked and recorded. Collectively, they create a comprehensive ecosystem for asset management within the military, ensuring readiness and operational efficiency.

Similar forms

The DA Form 2062, utilized for detailing hand receipt transactions in the military, shares similarities with the DD Form 1149, Requisition and Invoice/Shipment Document. Both forms are instrumental in the process of tracking and managing government property, yet they serve slightly different purposes. The DD Form 1149 is used for requisitioning supplies and for documenting shipments, receipt, and issue of equipment or materials, embodying a broader transaction scope. Nonetheless, both forms embody the fundamental principle of accountability in handling government assets, ensuring each item is accounted for from shipment to receipt.

Similarly, the DA Form 1687, Notice of Delegation of Authority - Receipt for Supplies, parallels the DA Form 2062 in its role of assigning responsibility for military property. The DA Form 1687 is designated for authorizing specific individuals to request and receive supplies on behalf of a unit or organization, effectively linking responsibility with authority in the realm of inventory management. Though differing in specific function—delegation vs. actual receipt documentation—both forms act as pivotal links in the chain of accountability, ensuring that every piece of equipment can be traced back to a responsible party.

Another analogous document is the DD Form 200, Financial Liability Investigation of Property Loss, which, like the DA Form 2062, deals with the management and accountability of military property. Whereas the DA Form 2062 facilitates the day-to-day accounting for equipment in possession, the DD Form 200 is initiated when a piece of property is lost, damaged, or destroyed. This form sets in motion the process for ascertaining financial liability and, if necessary, seeking reimbursement. Together, these forms work in tandem to maintain integrity within the system, from item issuance to incident resolution.

The DA Form 3161, Request for Issue or Turn-In, also serves a function closely related to the DA Form 2062. It is primarily used for the temporary issue of items or for turning in equipment that is no longer needed or is being exchanged. While the DA Form 2062 tracks who holds responsibility for the items over time, the DA Form 3161 deals with the transient movement of items in and out of storage or between units. Both forms ensure that, whether for long-term control or short-term transfer, there is a documented trail for each piece of equipment.

FInally, the Equipment Inspection and Maintenance Worksheet, known as DA Form 2404, complements the DA Form 2062 by facilitating the maintenance and inspection records for the equipment listed on the hand receipt. This form is crucial for recording the condition of items at regular intervals, including noting deficiencies and corrective actions taken. While the DA Form 2062 assigns responsibility for the possession of items, the DA Form 2404 ensures these items are kept in serviceable condition, highlighting the lifecycle management aspect of military property from acquisition to fielding and maintenance.

Dos and Don'ts

When filling out the DA Form 2062, which is used for hand receipts, annex numbers, and tracking inventory within the U.S. Army, being accurate and clear is key to ensuring proper documentation and accountability of equipment. Below are several guidelines to follow:

Do:
  • Read instructions carefully: Before starting, understand the purpose and requirements by referring to DA PAM 710-2-1.
  • Use black or blue ink: To ensure the form is legible and photocopy-friendly.
  • Include all required information: Fill out each field accurately, making sure not to leave any required sections blank.
  • Double-check the stock and item numbers: Verify the accuracy of all numbers to prevent errors in tracking.
  • Review the form for errors: Before submission, thoroughly check the form for any mistakes or omissions.
Don't:
  • Use pencil or erasable ink: This prevents tampering and ensures the durability of records.
  • Skip sections: Even if a section seems irrelevant, confirm its necessity before omitting it.
  • Make unauthorized changes: Alterations to the form's format or unauthorized entries can lead to confusion and inaccuracies.
  • Forget to update when necessary: If there are changes in inventory or condition, promptly update the DA Form 2062 to reflect current status.

Adhering to these guidelines will promote efficiency, precision, and accountability in inventory management and equipment tracking within the military framework. Always ensure that documentation is kept current and stored securely, as it serves as an essential record for auditing and tracking purposes.

Misconceptions

When it comes to understanding military forms, specifically the DA Form, also known as DA Form 2062, there are several misconceptions that can lead to confusion. Here's a look at eight common misunderstandings:

  • It's only for Army use: While it's true that the DA Form 2062 is predominantly used by the Army, its format and structure serve as a model for similar forms in other branches of the military, ensuring consistency and compatibility across the Department of Defense.
  • It’s complicated to fill out: The form might look daunting at first glance, but it's structured to be straightforward. Each section has a clear purpose for inventory and equipment tracking, making it easier to complete once you understand what each part is asking for.
  • It’s only for high-value items: While the DA Form 2062 is often used for tracking valuable equipment, it's also utilized for a wide range of items, not just those with high monetary value. Its purpose is to maintain accountability, regardless of the item's cost.
  • Electronic versions aren't acceptable: In today's digital age, electronic forms have become increasingly common. The DA Form 2062 is no exception, and digital versions are just as valid as their paper counterparts, provided they are filled out correctly and stored securely.
  • It’s only for permanent records: The DA Form 2062 serves both as a temporary hand receipt for items issued to soldiers and as a permanent record for certain equipments. Its versatility makes it an essential document for inventory management.
  • Corrections are not allowed: In practice, corrections can be made to a DA Form 2062. However, they must be done properly to ensure the form remains an accurate record. Always follow the specified procedures for making amendments.
  • It’s only for equipment: While the form is primarily used for tracking equipment, it's also applicable for other items such as quarters furniture and components. Its flexibility ensures comprehensive inventory management across various needs.
  • Every section must be filled out: Not every section of the DA Form 2062 is applicable to every situation. It's important to understand the purpose of each section and only complete those that are relevant to the specific circumstances of the hand receipt or annex.

Understanding these misconceptions can greatly simplify the process of using the DA Form 2062, whether for individuals who are new to its requirements or for seasoned professionals looking to refresh their knowledge. Proper use of the form ensures effective tracking, accountability, and management of military resources.

Key takeaways

Filling out and using the DA Form 2062, also known as the Hand Receipt/Annex Number form, is a process that needs attention to detail. Below are ten key takeaways to ensure that the form is accurately completed and utilized correctly:

  • Understand the form's purpose: The DA Form 2062 is primarily used for tracking the issuance of property and equipment within the army.
  • Include complete information: The "FROM" and "TO" sections should accurately reflect the issuing and receiving parties.
  • Use the correct publication for guidance: DA PAM 710-2-1 provides detailed instructions on the use of this form.
  • Know the proponent agency: The Office of the Deputy Chief of Staff for Logistics (ODCSLOG) is the proponent agency responsible for this form's content and use.
  • Detail the equipment: Clearly list the stock number, item description, and quantity of the end item to prevent confusion and ensure accountability.
  • Correctly indicate the type of hand receipt: Specify if the hand receipt is for quarters furniture, an annex/components receipt, or another specific use by entering the appropriate condition codes or accounting requirements code (ARC).
  • Ensure all quantities are accurate: Both the authorized quantity (AUTH QTY) and the actual quantity issued should be meticulously recorded.
  • Signatures are mandatory: Both the issuing and receiving individuals must sign the DA Form 2062 to validate the hand receipt transaction.
  • Utilize the reverse side for additional information: The back of the DA Form 2062 is designed for further explanations or instructions related to the items listed.
  • Maintain the document for accountability: The DA Form 2062 serves as a legal document that should be properly filed and maintained for audit purposes and inventory tracking.

By keeping these points in mind, individuals can ensure that the DA Form 2062 is filled out comprehensively and serves its purpose in managing army property efficiently and effectively.

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