Pi 1146 Form PDF Details

Streamlining financial transactions within educational and public sectors has always been a priority for efficient administration. The Wisconsin Department of Public Instruction introduces a mechanism to enhance this efficiency through the Direct Deposit Program PI-1146. This form, an essential part of the financial toolkit for agencies and school districts within Wisconsin, facilitates the direct deposit of funds, thereby significantly reducing paperwork and improving the speed of transactions. Educational institutions and other organizations are required to make a choice between two options for processing their transactions, which includes verification from either a local financial institution or the Local Government Pooled Investment Fund (LGIP). Detailing the process, the form splits into sections that capture identification details, account information, and a certification of the organization. To complete the form, accurate account information must be provided, and organizations must decide whether to attach a preprinted deposit slip or secure a signature for account verification. Subsequently, the filled form is to be mailed to the designated address, ensuring adherence to the stipulated guidelines. The straightforward nature of PI-1146 underscores the Wisconsin Department of Public Instruction's commitment to operational efficiency and financial accountability in educational governance.

QuestionAnswer
Form NamePi 1146 Form
Form Length1 pages
Fillable?No
Fillable fields0
Avg. time to fill out15 sec
Other nameshow to print off form pi 1145, Designee, DPI, preprinted

Form Preview Example

Wisconsin Department of Public Instruction

DIRECT DEPOSIT PROGRAM

PI-1146 (New 09-13)

INSTRUCTIONS: Refer to detailed instructions below. Mail completed form to:

WISCONSIN DEPARTMENT OF PUBLIC INSTRUCTION

SCHOOL FINANCIAL SERVICES

ATTN: ERIN FATH

P.O. BOX 7841

MADISON, WI 53707-7841

INSTRUCTIONS:

 

 

 

1.

Complete Section I to identify the organization submitting this form.

 

 

4. If option “B” is chosen: Send completed form directly to the

2.

Choose either option “A” or option “B”. Complete left-hand portion

of form to

Department of Public Instruction and we will obtain account

verification from the LGIP administrator. You must be a

 

identify current information. Complete right-hand side of Section II for changes.

 

member of the Local Government Pooled Investment Fund

3.

If option “A” is chosen: Take form to your bank and secure a signature from a

first. Contact the Office of the State Treasurer for details.

 

bank official to verify accuracy of your account numbers. Attach

a

preprinted

 

 

 

deposit ticket if you have one. Then mail to the above address.

5. Section III, self explanatory.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

I. IDENTIFICATION

 

 

 

 

 

 

 

 

 

 

 

 

Name of Agency/School District

FOR DPI USE

Address Street, City, State, ZIP

 

 

 

 

 

 

 

 

 

 

 

 

 

II. ACCOUNT INFORMATION (Choose A or B)

 

Requested Effective Date Mo./Day/Yr.

 

Option A

Local Financial Institution

 

 

 

 

 

 

 

 

 

 

 

 

Current

 

 

Requested Change

 

 

Financial Institution

 

Financial Institution

 

 

 

 

 

 

 

 

 

Branch if any

 

Branch If any

 

 

 

 

 

 

 

 

 

Street Address

 

Street Address

 

 

 

 

 

 

 

 

 

City, State, ZIP

 

City, State, ZIP

 

 

 

 

 

 

 

 

 

Bank Routing Number 9-digits

 

Bank Routing Number 9-digits

 

 

 

 

 

 

 

 

 

Depositor Account Number

 

Depositor Account Number

Account Type

 

 

 

 

 

 

 

Checking

Savings

 

 

 

 

 

 

Signature of Bank Official

 

 

 

Date Signed Mo./Day/Yr.

Option B

Local Financial Institution

 

Current

Requested Change

 

 

 

 

Local Government Pool Number

Sub-Account Number

Local Government Pool Number

Sub-Account Number

Routing Number

Depositor Account Number

Routing Number

Depositor Account Number

Signature of LGIP Administrator

Date Signed Mo./Day/Yr.

III. CERTIFICATION OF ORGANIZATION

I HEREBY AUTHORIZE the State of Wisconsin, hereinafter called State, to deposit directly to the organization’s demand account at the depository named above or the Local Government Pooled Investment Fund administered through the Office of the State Treasurer, hereinafter called Depository, to credit same to such account. The State is authorized to verify data directly with the Depository. I also authorize the State of Wisconsin to make debit adjustments to the same account to correct problems or errors. This authority is to remain in full force and effect until State has received written notification from this organization to change the designated Depository in such time and in such manner as to afford state and Depository a reasonable opportunity to act on it.

Print or Type Name of Administrator or Designee

Title

Signature of Administrator or Designee

Contact Person’s Name

Date Signed Mo./Day/Yr.

Phone Area/No.

School Board Clerk

Phone Area/No.