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Forms

 

Account Request Form (ARF) XLS]

Account Request Form (ARF) - Process Document [PDF]
     — Use the Account Request Form (ARF) to request that accounting chart fields and/or item codes for cash receipts be established, modified, and/or disabled. Please refer to the Account Request Form (ARF) - Process Document for additional guidance. Send completed and approved (by Divisional Coordinator) ARF as e-mail attachment to Budget and Finance for processing.

 

Budget Request Form [XLS]  
     — Use the Budget Request form when requesting an initial budget or a budget transfer for the following accounts: (1) University Operating Fund (UOF) revenue-based (8xxx function) accounts, (2) UOF chargeback (1015 endeavor) accounts, (3) UOF cost recovery (320x endeavor) accounts, (4) Internal Service Fund (funds 543x) accounts, (5) Enterprise Fund (fund 544x) accounts, (6) Special Projects Trust accounts, (7) Housing, Parking and CERF funds, and (8) any other non-UOF fund for which a budget is required. Send completed and approved Budget Request Form as e-mail attachment to Budget and Finance for processing.

 

Budget Transfer Request Form [XLS]

Budget Request Form - Information and Example [PDF]
 — Use the Budget Transfer Request form when requesting a budget transfer between expenditure accounts within the University Operating Fund (fund 1006). Note: Use the Budget Request Form for budget transfers for UOF revenue-based (8xxx function), UOF chargeback (1015 endeavor), and UOF cost recovery (320x endeavor) accounts. Please refer to the Budget Transfer Request Form - Information and Example document for additional guidance. Send completed and approved Budget Request Form as e-mail attachment to Budget and Finance for processing.

 

Establish a Campus Trust Fund Form [DOC]

Establish Campus Trust Fund Process Document [PDF]
     — Use the Request to Establish a Campus Trust Fund Form when requesting to create a new campus fund. Send original completed and approved Request to Establish a Campus Trust Fund Form to Budget and Finance (AD 224; MC-1622) for processing. Please review the Establishing Trust Fund Process Document for additional guidance and contact Budget and Finance if you have questions.

 

Expenditure Transfer
     — Use this form for charges that have been posted to the wrong account number.

Download the form, complete it, and then send it as an e-mail attachment to Dana McCoy in Accounting Services. Note: forward the form to the appropriate department for approval when requesting a charge be made to their Organization.

 

Final Close Request Form
     — Use this form when requesting "open" purchase orders be set to “final closed” status.

This will eliminate any outstanding encumbrance amounts attached to the Purchase Order. Important: Before submitting a request to final close a purchase order line item, you must confirm that all expected invoices have been matched to the purchase order and have been paid.

Click on the link, fill out the form on-line, and press submit. The form is automatically routed to the appropriate departments for processing.

For assistance, please contact Contract and Procurement Management or call ext. 4-4723.

 

Labor Cost Distribution Adjustment (LDA) Request [XLS]  
     — Use the Labor Cost Distribution Adjustment (LDA) Request Form to correct the charge account for a prior period payroll transaction for a single employee. All expenditure transfers for payroll transactions must be requested using the LDA form, not the expenditure transfer form, used by Accounting Services. Send completed and approved LDA request as an e-mail attachment to Budget and Finance for processing.

 

Position Action Request Form [XLS] 

How to Complete the Position Action Request Form for all Position Actions [PDF]

How to Run the SDSU Position/Incumbent Report [PDF]
     — Use the Position Action Request (PAR) Form to request that position management data, to include funding source, be created or modified. Please refer to the How to Complete the Position Action Request Form for all Position Actions document for additional guidance. Send completed and approved (by Divisional Coordinator) PAR form as an e-mail attachment to Budget and Finance for processing. The SDSU Position/Incumbent Report is a report available in PeopleSoft to assist you in managing your position management data. Please refer to the How to Run The SDSU Position/Incumbent Report document for assistance in running this report. Note: You must be granted access in PeopleSoft to be able to run this report. Please contact Budget and Finance if you have questions or require assistance.

Request to Establish or Revise Student Fee [XLS]

SDSU Fee Policy and Procedures [PDF]
     — Use the Request to Establish or Revise Student Fee form when requesting to revise an existing student fee or to establish a new student fee. Please refer to the SDSU Fee Policy and Procedures document for additional guidance. Send completed and approved form to Budget and Finance (AD 224; MC-1622) for processing. Please contact Budget and Finance if you have questions or require assistance.

 

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