Get Interdepartmental Transfer Form - Xavier

Completing the Interdepartmental Transfer Form - Xavier online is a straightforward process that helps facilitate fund transfers between departments. This guide provides step-by-step instructions to ensure you accurately fill out the form while meeting all requirements.

Follow the steps to successfully fill out the Interdepartmental Transfer Form.

1. Press the ‘Get Form’ button to access the Interdepartmental Transfer Form and open it for editing.
2. Enter the 'Journal Entry Number' and 'Transaction Date' in the designated fields. Ensure the date is formatted correctly.
3. Indicate either the 'Fund' or 'Org' number, but not both. Enter the relevant number in the corresponding field.
4. Complete the 'Account' and 'Prog.' fields with the appropriate numbers.
5. Input the amounts in the 'Debit' and 'Credit' fields for each line item accordingly and ensure they are correctly balanced.
6. Add any additional line items if needed by following the same procedure for each.
7. In the 'Provide an Explanation for Interdepartmental Transfer below' section, offer a brief rationale for the transfer.
8. Fill in the 'Department' for delivery instructions along with the necessary signatures in the approval section.
9. Finally, verify all fields for accuracy and completeness before saving your changes. You may download, print, or share the completed form as needed.

Complete your Interdepartmental Transfer Form online today to ensure efficient processing.