Get Detail Code Request Form

Filling out the Detail Code Request Form online is a straightforward process designed to assist frequent depositors in managing their financial transactions efficiently. By following these steps, you can ensure that all necessary information is accurately provided for the timely creation of your detail code.

Follow the steps to complete the Detail Code Request Form

1. Click ‘Get Form’ button to access the Detail Code Request Form and open it in your online editor.
2. Enter the date of your request in the designated field. This allows the processing team to track and manage requests based on submission dates.
3. Fill in your department name in the corresponding section so that the request can be attributed to the correct organizational unit.
4. Provide your last name followed by your first name in the requestor's field. This identifies who is making the request.
5. Input your FAU email address to ensure effective communication regarding your request's status.
6. Enter your FAU telephone number for any required follow-up or clarification during the process.
7. Fill in your Z number, which is necessary for tracking and processing the detail code.
8. Indicate whether the request is for a charge or payment by choosing the appropriate option from the type field.
9. Specify whether this detail code will be refundable or non-refundable to provide clarity on how the funds will be managed.
10. Clarify if these charges are institutional charges by answering the question in the form.
11. Complete the Account A (Accounts Receivable) section with the relevant information related to your accounts.
12. Fill out the Account B (Revenue) section with corresponding details to support the request.
13. Provide the Banner index in the specified fields to assist in financial tracking and management.
14. Enter the Banner account code accurately as this is essential for proper categorization of the request.
15. Give a name to the detail code and clearly articulate its purpose to facilitate better understanding and processing.
16. Once all sections are complete, review your entries for accuracy. Then, save changes, download, print, or share the form as needed.

Complete your Detail Code Request Form online today to ensure proper processing of your financial transactions.