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Lateral Transfer of Accountable Property

Lateral Transfer procedures:

 Are contained in DA Pam 710-2-1, Chapter 4.

o Item must meet 10/20 maintenance standards.


o Use DA Form 3161 to transfer property book items.
o Losing unit prepares the form.
o Prepare the form in enough copies to meet the needs of losing/gaining
units.
o Document any component shortages using DA Form 2062 and
shortage annex procedures.
o Attach original copy of annex to gaining unit’s copy of DA Form 3161.
o Send DA Form 3161 and hand receipt annex to the approving
authority (PBO).

Perform an inventory:

 Verify end item is the correct item to be transferred by checking property


records.
 Inventory equipment using the most current Technical Manual (TM) and
Supply Catalog (SC) available.
 Verify that the components are on hand.
 Verify basic issue items (BII) are on hand.
 Account for all shortages IAW AR 735-5; Statement of Charges/Cash
Collection Voucher or Financial Liability Investigation of Property Loss.
 Prepare a shortage annex for all shortages.
 Identify shortages and list items that are on order. Include all quantities
and document numbers.

Prepare DA Form 2062; Hand Receipt/Annex as a Hand Receipt Annex.

 The losing unit prepares the Hand Receipt Annex.


 Hand Receipt Annexes are prepared at the level where the document
register is kept.
 The person responsible for keeping the document register (PBO,
commander, or S-4) will validate component shortages by initialing and
dating the quantity column of the DA 2062 after the last entry.
 Prepare the Hand Receipt Annex in two copies.

1
HANDRECEIPT/ANNEXNUMBER 2 FROM: C Co., 1/59th QM BN TO: Motor Pool HANDRECEIPT NUMBER
For useof this form, see DAPAM710-2-1. 2
Theproponent agency is ODCSLOG.
FOR ENDITEM STOCK NUMBER ENDITEM DESCRIPTION PUBLICATION NUMBER PUBLICATIONDATE QUANTITY
ANNEX/CR
ONLY 5820-00-930-3724 Radio Set, AN/PRC-77 TM 11-5820-667-12 1 Jan 87 1
STOCKNUMBER ITEM DESCRIPTION QTY g. QUANTITY
* SEC UI AUTH
a. b. c. d. e. f. A B C D E F

5965-00-069-8886 Head Set, M-189/CR X EA 1

* 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

DAFORM 2062, JAN82 EDITION OF JAN 58 IS OBSOLETE USAPPC V2.10

(1) Title Enter the consecutive annex number after the title. (9) Quantity Enter the number of end items to which the
(2) From Enter the same data recorded on the hand or annex applies.
subhand receipt to which the annex applies. Column a Enter the stock number of the missing item.
(3) To Enter the same data recorded on the hand or subhand Column b Enter a description of the missing item.
receipt to which the annex applies. Column c Enter the accounting requirements code (ARC)
(4) Hand Receipt Number Enter the same data recorded on of the missing item (pencil, ink, or typewriter entry).
the hand or subhand receipt to which the annex applies. Column d Leave blank.
(5) End Item Stock Number Enter the stock number of the Column e Enter the unit of issue of the missing item
item for which shortages exist. Enter the LIN if the item has (pencil, ink, or typewriter entry).
one. Column f Leave blank.
(6) End Item Description Enter the description of the item (A thru F)
for which shortages exist. 1. Enter the quantity missing for each item listed. Line
(7) Publication Number Enter the publication number out all unused blocks in columns with recorded quantities.
listed for the end item on the hand or subhand receipt (ink or 2. Advance all quantities to the next quantity column
pencil entry). Include current changes, if any. when quantities change. Quantities must be advanced
(8) Publication Date Enter the date of the publication listed when the person that validated the shortages is replaced.
for the end item on the hand or subhand receipt (ink or 3. The person filling the position identified in the “From”
pencil entry). block will initial and date the last page under the last
recorded item (ink entry). Shortages must be validated by
the current responsible person.

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Prepare DA Form 3161; Request for Issue or Turn-in as a lateral transfer:
 The losing unit prepares the lateral transfer document.
 Prepare lateral transfer in sufficient copies IAW local SOP (minimum is
two copies).
REQUEST FORISSUEORTURN-IN ISSUE SHEET
NO.
NO.
SHEETS
1. REQUEST NO. 2. VOUCHER NO.
(DA PAM 710-2-1) TURN-IN 1 1 WK4C97-5284-0003
3. SEND TO: 4. DATE MATERIAL REQUIRED 5. DODAAC 6. PRIORITY 7. ACCOUNTING/FUNDING DATA
HHC, 1/59th QM BN WBAKT0 (YYYYMMDD)
8. REQUEST FROM: 9. END ITEM IDENT 9a. NAME/MANUFACTURER 9b. MODEL 9c. SERIAL NO.
C Co., 1/59th QM BN WBAKC0
* CODE I SSUE TURN-IN 10. PUBLICATION 11. J OB ORDER NO.
I-Initial FWT-Fair Wear And Tear EX-Excess LT-Lateral Transfer
R-Replacement RS-Report of Survey SC-Stmt of Charges

12. ITEM j. POSTED


UNIT OF SUPPLY
NO. STOCK NO. ITEM DESCRIPTION. ISSUE QUANTITY CODE* UNIT PRICE TOTALCOST DATE
ACTION BY
a b c d e f g h i (YYYYMMDD)
5820-00-930-3724 Radio Set, AN/PRC-77
1. EA 1 LT 0.00
Q38299 RICC 2
Justification: Lateral Transfer required to meet ONS
requirement of HHC 1/59 QM BN

Lateral Transfer Approved By:


Enter Signature Block of
Approving Official

SHEET TOTAL GRAND TOTAL


0.00
13. ISSUE/TURN- DATE BY 14. ISSUEQTY DATE BY 15. REC QTY DATE BY
IN"QUANTITY" (YYYYMMDD) IN"SUPPLY (YYYYMMDD) IN"SUPPLY (YYYYMMDD) PBO Gaining
COLM IS 20051009 PBO Losing Organization ACTION" ACTION" 20051009 Organization
REQUESTED COLUMN COLUMN
DAFORM 3161, DEC 2000 PREVIOUS EDITION MAY BEUSED. USAPA V1.01

Completion instructions by block or column for (12a) Enter the item number, in sequence, for each item
DA Form 3161 used as Lateral Transfer. being transferred.
(12b) Enter the stock number and line item number
(Issue) Leave blank. (LIN) for each item being transferred.
(Turn-in) Leave blank. (12c) Enter enough words to identify each item being
(Sheet number) Number sheets consecutively. transferred. Include item serial numbers, if applicable.
(Number of Sheets) Enter total number of sheets. Also provide reportable item control code (RICC) for
(1) Losing organization will enter the document those items reportable under CBS-X.
number assigned to the lateral transfer. Document (12d) Enter the unit of issue of each item being
number is the DODAAC, julian date, and serial transferred.
number. (12e) Enter the quantity of each item being transferred.
(2) Leave blank. Gaining organization will enter their (12f) Enter code of “LT” for Lateral Transfer.
document number (12g) Leave blank. Gaining organization will enter
DODAAC, julian date, and serial number). quantity received.
(3) Enter the name and UIC of the gaining (12h-12j) Leave blank.
organization. (13) The PBO of the losing organization will print name,
(4) Leave blank. date and sign, this block. Include rank.
(5) Leave blank. (15) The PBO of the gaining organization will print
(6) Leave blank. name, date and sign, this block. Include rank.
(7) Leave blank.
(8) Enter the name and UIC of the losing organization. Note. After the last item, enter a brief reason for the lateral
(9-9c) Leave blank. transfer. Enter “Lateral Transfer Approved By” and the
(10) Leave blank. signature block of the approving authority (if known). Except
(11) Leave blank. USAR, a copy of the letter from the MUSARC/
MSC directing the transfer will be attached on the DA Form
3161 by both gaining and losing PBOs.

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Transfer supplies and equipment to the gaining unit:
 Notify the gaining unit’s PBO that the property is ready for transfer.
 Verify that funds are transferred to gaining unit if appropriate.
 Arrange for delivery or pickup of the equipment.
 Gaining unit PBO:
o Inventory supplies and equipment.
o Assigns a document number to block 2 of the DA Form 3161.
o Signs block 15 of the DA Form 3161.
o Receives original copy of the completed DA Form 3161.
 Losing unit PBO retains a copy of the DA Form 3161.

Summary

 Identify the requirements to transfer supplies and equipment.


 Perform inventory of supplies and equipment.
 Prepare a shortage annex for missing components (DA Form 2062).
 Prepare Lateral transfer document (DA Form 3161).
 Transfer supplies and equipment to gaining unit.

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