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Consolidating Forms

270.12

Consolidating forms by adapting an existing form to serve the needs of many can result in substantial savings in forms development and reduce waste.

Using a form jointly with other departments or GE components can eliminate forms development costs and result in far lower printing costs.

For example, although produced independently, each of the many Request for Exempt Personnel forms requested the same information. By standardizing the information and using only the Company’s legal name, the consolidated form was made nonproprietary and can be printed in quantity for use by a number of GE components.

 

 

 

 

 

 

 

 

 

 

The serial number

 

 

 

 

 

 

 

 

 

 

is imprinted in Laser Red.

 

 

 

 

 

 

 

 

 

 

 

 

 

g

Request for Exempt Personnel

 

 

 

 

 

 

 

 

 

 

Date

 

 

 

 

 

 

 

 

 

 

 

 

 

 

General Electric Company

 

 

 

 

 

 

 

The Laser Line remains black.

 

 

 

 

 

 

Request no.

 

 

 

 

 

 

 

 

1 6 2 9 1 1

 

(The red number is a serial imprint.)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

A 2-point rule separates

Position title

 

 

 

 

Level

 

 

Division/department

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

the graphic signature area

Reports to

 

 

 

 

Title

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

and creates a distinct

 

 

 

 

 

 

 

 

 

 

 

Location

 

 

 

 

Hours

 

 

Starting date

general information area.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Candidates outside the division will be considered for this position?

 

 

 

Replacement position

New position

Part-time

Temporary

Yes

No

For checklists, use open circles

 

 

 

 

 

 

 

If replacement position, name of person to be replaced

 

 

Reason for replacement

with a 9 -point diameter

 

 

 

 

 

 

 

 

 

 

 

Position responsibilities

 

 

 

 

 

 

 

 

and a 1⁄2 - point rule weight.

 

 

 

 

 

 

 

 

 

 

 

On a form filled out by typewriter, some areas

may not require horizontal rules.

Minimum qualifications

Desirable qualifications

 

For further information contact

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Approvals

 

 

 

 

 

 

 

 

 

Requested by

 

 

Date

 

Department/division

 

Date

 

 

 

 

 

 

 

 

 

 

 

 

 

 

A vertical rule

 

 

 

 

 

 

 

 

 

Subsection

 

 

Date

 

Human resource

 

 

Date

is connected to a horizontal rule

 

 

 

 

 

 

 

 

 

Section

 

 

Date

Job code

Charge no.

Organization code

Timekeeper code

at the bottom only.

 

 

 

 

 

 

 

 

 

Form no.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Examples are shown at a reduced size.

GE Identity Program

270, Forms & Checks

GE Identity Website: http://www.ge.com/identity

GE Identity Hotline: 800 654-2696 or 518 869-2824 (DC: 232-2696)

Selecting a Form Format

270.13

The standard format sizes include

In the example below, the horizontal format

• 8 1⁄2" x 11" (vertical)

makes it easier to structure instructions and

• 11" x 8 1⁄2" (horizontal)

provides more space for filling out the form.

For information on short forms, see page 14.

 

gGE Electrical Distribution & Control

Sales Incentive Order

 

 

 

General Electric Company

Date

For legible copies, use a typewriter or print with a ballpoint pen.

Ship to

Item no.

Item name

Quantity

Unit cost

Total cost

 

 

Include size, if applicable

 

 

 

 

 

 

 

 

 

Attention

How to order: Use this order form. A new order form will be included in your incentive item shipment. Use complete street address, including zip code, under shipping instructions. All items are shipped UPS and cannot be shipped to a P.O. box number. To make sure that your order is processed quickly, please note the following:

• Fill out this form completely and legibly. (For items 22, 37, and 38, specify S, M, L, XL.)

• For imprint items, attach camera-ready artwork of your logo and/or your company name as you would like it to appear. If required, specify desired color. Price includes single-color imprinting. For multi-color logo printing, contact John A. Bailey Associates, Inc., 203 289-9541.

• Check the appropriate box if you want to take advantage of GE’s Cooperative Promotional Allowance. CPA funds can be used for up to 50% of the total order value.

• There is a normal handling charge of $2.50. Rush shipments will be additional.

• A company check for the grand total amount must accompany this order. Make check payable to John A. Bailey Associates, Inc.

• Mail the completed order form and your company check to your ED&CS regional office for processing. Refer to the inside cover of the catalog for address.

Delivery schedule: 1 to 2 weeks for in-stock items without distributor imprint. 4 to 5 weeks for items with distributor imprint.

 

Distributor name

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Address

 

 

 

 

Shipping instructions – for internal use only

 

 

Total cost

 

 

 

 

 

 

 

 

 

 

 

Shipment date

 

Packer code

 

 

 

 

 

 

 

 

City

 

State

 

Zip code

 

 

 

 

 

 

 

Deduct CPA fund

 

(

)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Shipped by

 

 

 

 

 

 

 

 

 

GE sales engineer

 

 

 

Date items needed

Common carrier

Air

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1st class

 

 

 

 

 

Handling charge

 

$

2.50

 

 

 

Requester name

 

 

 

Telephone no.

UPS

 

 

Other

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

UPS-BL

 

 

 

 

 

Net total

 

 

 

 

 

 

Requester signature

 

 

 

Fax. no.

Number of pieces

 

Weight

 

 

Sales tax

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

where applicable

 

 

 

 

 

 

ED&CS regional authorization

 

 

 

Date

Prepaid

 

 

 

To be billed

 

 

Grand total

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Form no.

 

 

 

 

 

 

 

 

 

 

 

John A. Bailey Associates, Inc.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Packing slip

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

GE

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Distributor's office copy

 

 

 

 

Paper stock of any color

 

 

 

 

 

 

To highlight an area,

 

Place multiform labels

 

 

may be used in multi-part forms.

 

 

 

 

use a 10 percent black screen.

 

in the same area on each copy.

Examples are shown at a reduced size.

GE Identity Program

270, Forms & Checks

GE Identity Website: http://www.ge.com/identity

GE Identity Hotline: 800 654-2696 or 518 869-2824 (DC: 232-2696)

Short Forms

270.14

If the amount of information to communicate or collect is minimal, a small form should be used.

While ample white space is generally desirable, spreading information out to fill a page is not. A small format size also saves on paper costs.

The standard short form sizes include

•8 1⁄2" x 7" (folds in half to fit inside a standard #10 business envelope)

•8 1⁄2" x 6 1⁄2"

•8 1⁄2" x 5 1⁄2"

Note: The width is always 8 1⁄2".

When a form is returned in a window envelope, a typing dot should be provided to facilitate the correct positioning of the mailing address. Use an 8 - point Univers 47 period and position it so that the first letter of the addressee’s name will appear in the upper-left corner of the window.

 

g

Acknowledgment of Services Order

 

 

GE Industrial & Power Systems

 

 

General Electric Company

 

 

 

 

 

To

.

 

 

 

 

The typing dot

 

 

 

(8-point Univers 47) helps users

 

 

 

position the address to fit

 

 

 

a window envelope.

We thank you for your order. GE Industrial & Power Systems (GE) agrees to furnish services as

 

 

 

described in your quotation referred below.

attached hereto, and subject to the terms and conditions contained therein.

 

 

 

Payment terms

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Customer order no.

 

Order date

 

 

Quotation no.

 

Quotation no.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Sale of any services covered by the order identified above is conditioned upon the terms and

 

Acknowledged by

 

 

Date

 

 

 

 

 

 

conditions contained in the quotation referred above. Any additional or different terms and

 

 

 

 

 

 

 

 

conditions proposed by the Customer are expressly objected to and will not be binding upon

 

 

 

 

 

 

A narrow column width

 

GE unless specifically assented to in writing by GE’s authorized representative. Any order for,

 

Title

 

 

 

 

 

or any statement of intent to purchase hereunder, or any direction to perform work and GE’s

 

 

 

 

 

 

enhances legibility.

 

performance of work, shall constitute assent to GE’s terms and conditions.

 

 

 

 

 

 

 

Address

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Form no.

 

 

 

City

 

State

Zip code

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Customer copy

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

This 8 1⁄2 " x 7" form can be

 

 

 

 

 

 

 

folded in half lengthwise

 

 

 

 

 

 

 

 

 

to fit in a #10 business envelope.

 

 

 

 

 

 

Examples are shown at a reduced size.

GE Identity Program

270, Forms & Checks

GE Identity Website: http://www.ge.com/identity

GE Identity Hotline: 800 654-2696 or 518 869-2824 (DC: 232-2696)

Forms with Extensive Instructions

270.15

To collect a small amount of information, sometimes it is necessary to communicate

a great deal of instructions. This is often true of forms that ask users to make choices having legal or financial consequences.

To make such forms easy to use,

•provide sufficient space for responses

•separate instructions from response spaces

•format instructions in a narrow column to make them easy to read

For emphasis, reverse short instructions from a 2-pica bar.

Vertical type is difficult to read and generally should be avoided. Nevertheless, here it provides more space for responses.

3-pica spaces accommodate two lines of typewritten text.

Vertical rules at the margin generally are unnecessary and should be avoided. Nevertheless, here they create boxes for the user's responses.

g

 

 

GE Employee Benefits Plans

 

 

 

 

 

 

 

 

 

 

Beneficiary Designations

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

For payroll use only

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

General Electric Company

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

This form must be typewritten

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

or printed with a ballpoint pen.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Return to

 

 

 

 

 

 

 

 

Name

 

 

Social security no.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Department

 

 

Pay no.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Home telephone no.

 

Work telephone no.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Salary

Hourly

Married

 

 

Single

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Write your initials in the appropriate

 

I hereby revoke any and all previous designations of primary bene-

Notice with respect to GE Pension Plan: If under the terms of

boxes for each beneficiary listed

 

 

ficiary(ies) and contingent beneficiary(ies) applicable to the plan(s)

the GE Pension Plan a Pre-retirement Spouse Benefit becomes

 

 

Security&SavingsGE Program SecuritiesAccumulated

 

Security&SavingsGE Program Insurance

 

 

 

I have indicated below. In accordance with the provisions of those

payable upon your death to your then surviving spouse, that Benefit

tsfiBeneGEAll thisinitialyouIfblock, do not blocks.otherinitial

PlanPensionGE

 

InsuranceLifeGE Benefits

AccidentPersonalGE PlanInsurance

InsuranceLifePlusA

GE Employee Benefit Plans I have initiated, I hereby designate below

will be paid in lieu of the payments that would otherwise become

 

 

 

 

beneficiary

payable to your beneficiaries designated on this form unless a valid

 

 

 

 

 

 

 

 

beneficiary(ies) under said plan(s) in the event of my death.

 

 

 

 

 

 

 

 

If more than one beneficiary is named as contingent beneficiary,

waiver of the Pre-retirement Spouse Benefit has been submitted and

 

 

 

 

 

 

 

 

amounts payable under the plan(s) shall be paid in equal shares

consented to by your spouse.

 

 

 

 

 

 

 

 

 

 

 

 

 

to the designated beneficiaries who survive me, unless otherwise

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

provided. If no beneficiary survives me, payment will be made in

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

accordance with the terms of the applicable plan.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Print or type name of beneficiary

 

 

(P) for primary

Address of beneficiary

 

 

 

Relationship

 

Date of

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(first, middle, last)

 

 

or (C) for

 

 

 

 

 

 

 

birth

 

 

 

 

 

 

 

 

 

 

 

contingent

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Consent of spouse: (to be completed only if spouse is not designated a 100% pri-

Spouse signature

Date

mary beneficiary under GE Savings & Security Program for accumulated securities

 

 

or insurance.) I hereby consent to the making of the foregoing election by my spouse.

 

 

I understand that, by execution of this consent , I am surrendering my right under the Plan to

 

 

receive the full amount or insurance proceeds in my spouse’s account in the event of my

Witness (plan representative or notary public)

Date

spouse’s death and that I will receive in that event only such amount, if any, as I may be

 

 

entitled to by reason of being named a designated beneficiary.

 

 

 

 

 

Effective date and signature: Any payment made in good faith to the legal representative

Employee signature (please sign in ink)

Date

of my estate shall be in full discharge of the liability under the Plan(s) indicated above. All

 

 

decisions upon questions of fact which are made in good faith in determining any unnamed

 

 

persons which are based on proof by affidavit or other written evidence shall be conclusive.

 

 

I reserve the right to change the primary beneficiary or beneficiaries and/or contingent benefi-

 

 

ciary or beneficiaries without their consent. This beneficiary designation revokes and super-

 

 

sedes any prior beneficiary designation under the Plan(s) indicated or any predecessor plans.

 

 

Form no.

Examples are shown at a reduced size.

GE Identity Program

270, Forms & Checks

GE Identity Website: http://www.ge.com/identity

GE Identity Hotline: 800 654-2696 or 518 869-2824 (DC: 232-2696)

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