Budget and Finance

Use this form to request that accounting chart fields be established, modified, and/or disabled. When requesting a new reimbursed- or revenue-based account, you’ll need to also submit a Budget Transfer/Request form along with the ARF. When requesting a new reimbursed-based account, please provide a copy of the agreement (Foundation PO) providing the reimbursement to Accounting Services. Send completed and approved (by Divisional Coordinator) forms as e-mail attachments to Budget and Finance for processing.

Use this form when requesting a budget transfer. Note: budget transfers for revenue-based (8xxx function) and reimbursed-based (7xxx function) accounts must be submitted using the Revenue-based Budget Request/Transfer Form or the Reimbursed-based Budget Request/Transfer Form. Attach the completed form to an e-mail and send it to Budget & Finance . It's helpful to budget salary and operating expense separately. Each department and division is responsible for maintaining budget-levels and managing budget expense. There is a $100 minimum for budget transfers. Please call Budget and Finance at 594-6602 or E-mail, should you have any questions with this form.

Use this form to change the charge account for a prior payroll transaction for a single employee. It’s similar to an Expenditure Transfer, but is only used for payroll transactions. Completed form should be submitted to Budget and Finance for processing.

Use this form to request that position management data, to include funding, be created or modified. Please refer to the business process guide “How to Complete the Position Action Request Form for all Position Actions”  for guidelines in completing the form. Send completed and approved (by Divisional Coordinator) form as an e-mail attachment to Budget and Finance for processing.

Use this form when establishing or revising reimbursed-based account budgets. Completed forms must be submitted to Budget & Finance each fiscal year, when setting up active reimbursed-based accounts (7XXX functions) for the current year. Include a copy of the agreement (Foundation PO) providing reimbursement and additional billing information. Send completed forms as e-mail attachments to Budget and Finance for processing.

Use this form when establishing or revising revenue-based account budgets. Completed forms must be submitted to Budget & Finance each fiscal year, when setting up active revenue-based accounts (8XXX functions) for the current year. Send the completed form along with approval documentation as e-mail attachments to Budget and Finance for processing.