Get Account Maintenance Form

Filling out the Account Maintenance Form online is an essential process for managing your organization’s financial accounts. This guide offers step-by-step instructions to ensure that users can easily complete the form accurately.

Follow the steps to complete the Account Maintenance Form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Select the request type by choosing from the following options: Add, Modify, or Inactivate/Terminate. Make sure to indicate your choice clearly.
3. Identify the chart element you are working with by selecting from Index, Fund, Organization, or Account.
4. In the 'Name of chart element' field, input the name within the 35 character maximum limit.
5. If you are modifying or inactivating/terminating, provide the chart number in the appropriate field.
6. Enter your name in the 'Requestor's name' field, followed by your home department name and number.
7. Fill in your telephone number and email address in the designated fields.
8. If adding a chart element, answer the required questions about the activities of the spending unit and the funding source.
9. If modifying a chart element, explain what modification is needed and why in the provided section.
10. When adding a balance sheet account, respond to questions regarding the account reconciliation responsibilities and frequency.
11. Specify the effective date for the addition, modification, or inactivation/termination.
12. Remember to attach the necessary Banner Finance Index / FOP Access Form to your submission.
13. Obtain the required approvals by having the appropriate Chair, Director, or Department Head sign and date the form. Additionally, seek approval from the Vice President or Dean.
14. For Controller’s Office verification, ensure all necessary fields are completed before submitting the form.
15. After completing the form, you can save your changes, download, print, or share the form as needed.

Complete your Account Maintenance Form online today to ensure efficient handling of your financial accounts.