Get Account Director/pi Change Form

Filling out the ACCOUNT DIRECTOR/PI CHANGE FORM online is a straightforward process that allows users to efficiently update information related to the approver or principal investigator. This guide will provide you with clear, step-by-step instructions to ensure a smooth completion of the form.

Follow the steps to successfully complete the form

1. Press the ‘Get Form’ button to access the form and open it in your editing tool.
2. Enter the date in the designated field to indicate when the form is being filled out.
3. In the 'Indexes to be Changed' section, list the specific indexes that require updating. Ensure that the information is accurate and relevant.
4. For the 'Current Approver/Director/PI', provide the full name of the individual currently holding this position.
5. Input the username in the 'Username (4x4)' field for the current approver/director/PI. Make sure it adheres to the four-character format.
6. In the 'New Approver/Director/PI' section, enter the full name of the new individual who will take over the role.
7. Fill out the username for the new approver/director/PI in the corresponding 'Username (4x4)' field.
8. Provide a brief explanation in the 'Reason for Change' section detailing why this change is necessary.
9. In the 'Finance & Admin Comments' field, add any additional comments or notes relevant to the change, if applicable.
10. Obtain signatures from the Department Chair, University Business Officer, and Grant Accounting for Grant Index's as required.
11. After thoroughly reviewing the form for accuracy, you can save your changes, download the completed form, print it, or share it as needed.

Complete your ACCOUNT DIRECTOR/PI CHANGE FORM online today!