Get Custodian Change Form

The Custodian Change Form is an essential document for transitioning responsibility for cash funds. This guide provides clear, step-by-step instructions for users to effectively complete the form online, ensuring a smooth and accurate submission process.

Follow the steps to fill out the Custodian Change Form online

1. Click the ‘Get Form’ button to access the Custodian Change Form and open it in your preferred editor.
2. Begin by filling in the 'Department name' field with the name of your department to identify where the custodian change is taking place.
3. Select the 'Type of Fund' from the options provided: Petty Cash or Change Fund, to specify the nature of the funds involved.
4. In the 'Former Fund Custodian' field, enter the name of the individual who previously managed the fund.
5. Fill in the 'Proposed Fund Custodian' field with the name of the person who will take over the responsibilities of managing the fund.
6. If there is an alternate fund custodian, enter their name in the 'Alternate Fund Custodian' section.
7. Specify the 'Location' related to the fund management for clarity.
8. Include the contact 'Phone' number of the new custodian to facilitate communication.
9. In the certification statement, ensure the current custodian has counted the cash items in your presence and fill in the total amount being transferred.
10. Both the new and alternate custodians must sign and date the form in the designated fields to confirm their acceptance of responsibilities.
11. The department chair, dean, or director must also sign and date the form to provide official approval for the custodian change.
12. After completing all sections, review the information for accuracy before submitting the form.
13. Once verified, save changes, download, print, or share the form as needed to ensure proper submission.

Complete your Custodian Change Form online today to ensure a seamless transition of responsibilities.