Get Request For Cost Transfer

The Request For Cost Transfer is a crucial document for reallocating expenses between accounts. This guide provides clear and comprehensive instructions on how to fill out the form online, ensuring a smooth and accurate submission process.

Follow the steps to successfully complete the Request For Cost Transfer

1. Press the ‘Get Form’ button to access the Request For Cost Transfer form, and open it in your preferred online editor.
2. In the 'From' section, enter the details for the account from which funds will be transferred. Provide the fund, organization account number, program name, and the dollar amount to be transferred.
3. In the 'To' section, enter the details for the account that will receive the funds. Again, include the fund, organization account number, program name, and the exact dollar amount being transferred.
4. Fill out the purchase order number related to this transaction and the original transaction date to ensure proper tracking.
5. Answer the questions provided. For the first question, explain why this expense was originally charged to the account it is being transferred from. Use clear language to describe the rationale.
6. For transfers related to a grant, be sure to check the box certifying that the expense complies with the terms governing the sponsored grant.
7. Sign the form in the designated area. This signature should be that of the budget manager for non-grants or the principal investigator/cognizant administrator for grants. Include your printed name, title, and phone number.
8. Finally, review all entries for accuracy. Once confirmed, you can choose to save changes, download, print, or share the completed form as required.

Complete your Request For Cost Transfer online today for a seamless financial management experience.