The reason DA Form 2062 looks the way it does is that a file has to speak for itself. Officially HAND RECEIPT/SHORTAGE LISTING, it serves to hand receipt/annex number, and the record it produces outlasts the people and the circumstances behind it. Edition 12/01/2023, status ACTIVE, is the version published here: 2 page(s), close to 200 fields, each one present because some later reader will need that fact without being able to ask for it. Because a subsequent edition has appeared, this copy stays available — a record made under one edition is interpreted under that edition.
Two offices stand behind the form, and the distinction between them explains most of what follows. G-4 is the proponent: it decides what the form asks and revises it when the underlying process changes. AR 710-4 is the prescribing authority: it decides when the form is raised at all and where the completed document travels. Content and occasion are separated deliberately, so that a change in procedure does not require redesigning the page.
Identification precedes substance for a structural reason. Name, identification number, organisation and date of preparation are how the finished document is located in a file or a database; the body of the form is what someone reads after the search has succeeded. Spell the name as official records spell it, since the search runs against those records and not against habit.
Tab order is not a convenience feature; it was fixed when the form was built and generally traces the page, so following it produces the sequence the designer intended and leaves fewer gaps than a mouse. Exclusive option groups clear the previous selection because the record is not permitted to hold two contradictory answers. Single-line fields do not wrap for the same reason the layout is fixed: the printed page has to fall in known positions, so text past the field width is cut at the margin even though the screen still shows it whole. Overflow belongs in remarks or on a continuation, where there is room designed for it. And an inapplicable field is marked rather than skipped, since a blank tells a later reader nothing about whether the question was considered.
A signature is what converts entries into a record, which is why it comes last and why an unsigned form remains a draft however complete it looks. Where a reviewing official, an approving authority or a witness also signs, each adds a distinct attestation, and each dates the day of signing rather than the day of preparation — the dates trace the sequence of responsibility. The recurring defects are worth knowing precisely because they defeat that purpose: an empty mandatory field leaves an obligation unmet, transposed identification digits attach the record to nobody, a date with day and month reversed puts events in the wrong order, and entries left in a reused working copy assert facts nobody intended.
The Privacy Act statement is on the page because collecting personal information requires the collector to disclose the terms first — the authority relied on, the purpose, the routine uses, and whether an answer is required or may be withheld. That order is the point: the statement is read before the entries it governs, since consent given afterwards is not consent. Once completed, the copy is a personal record and carries the handling obligations that attach to one.
Download the form
Formats exist because completion happens under different conditions, not because anyone wanted variety. The published set is PDF, XFDL, DOC. A fillable pdf carries live entry objects, so typed text lands in fixed positions and stays legible whoever reads it later. A printable pdf drops those objects and leaves the page as an image, which is what an office needs where a screen is unavailable and a pen is not. The document itself is unchanged between them; what differs is the circumstance each anticipates.
The choice of application decides whether your work survives. Browsers render pdfs as documents to be read; where a viewer shows fields without a mechanism to store them, typed text disappears when the tab closes, and nothing announces the loss. A full reader treats the file as a form and preserves entries on save. A doc version exists for drafting, when text is still under negotiation and the page is not yet the point — hence the reflow that shifts spacing as words are added. The xfdl format comes from IBM Lotus Forms, used across Army systems because of the routing and signature functions built into it, and it opens in the Lotus Forms Viewer alone.
There is no charge and no sign-up. Published documents are distributed as published, without modification.
What the form asks for
- Button2
- ContentArea1
- ENDITEMS
- FROM
- ITEMDES
- ITEMDESA
- ITEMDESA_1
- ITEMDESA_10
- ITEMDESA_11
- ITEMDESA_12
- ITEMDESA_13
- ITEMDESA_14
- ITEMDESA_15
- ITEMDESA_2
- ITEMDESA_3
- ITEMDESA_4
- ITEMDESA_5
- ITEMDESA_6
- ITEMDESA_7
- ITEMDESA_8
- ITEMDESA_9
- ITEMDESB
- ITEMDESB_1
- ITEMDESB_10
Where the signed form goes is settled by AR 710-4 rather than by the office holding it — a named recipient, the unit administrative channel, or the individual's own file, depending on why it was raised. Retention likewise belongs to the records schedule for the series, which exists so documents are kept for as long as anyone might need them and no longer. Keep a copy before release; the original serves the file from then on, not you.
Series and number are how the DA series signals which documents belong together, and the grouping follows real process boundaries: a shared proponent or directive usually means a shared purpose. A form cited on the face of another is part of that same transaction, and continuation sheets, covers and transmittals complete it.
Revision follows the process, which is why editions appear without a fixed interval, and the printed date rather than any version number identifies them. Nothing on a stored copy signals that it has aged; the check is manual. Work already completed under a superseded edition stands as filed, because the record was made under those terms and is properly interpreted under them.
It is worth being plain about what this page is within all of the above. The files are reproductions of published Department of the Army documents, offered for download by a site with no official standing and no part in issuing anything. That matters because the machinery described here — proponency, prescribing directives, records schedules — runs entirely elsewhere. Nothing written here is legal advice, and no statement can be made about whether an office will accept a given document. G-4 and the administrative office servicing your unit answer questions of entry, requirement and eligibility, and they are the ones positioned to.
Questions and answers
- What is DA Form 2062?
- HAND RECEIPT/SHORTAGE LISTING
- Which edition is current?
- 12/01/2023
- Who is responsible for this form?
- G-4
- In which formats can it be downloaded?
- PDF, XFDL, DOC, PDF