Get Form Revised 10/29/09 The Term Fund Can Have Multiple Meanings ...

This guide provides comprehensive instructions on how to complete the form revised 10/29/09 regarding the term 'fund.' Designed for both experienced and novice users, this resource will walk you through each section and field of the form to ensure a smooth and accurate completion process.

Follow the steps to successfully complete the form online.

1. To obtain the form, press the ‘Get Form’ button to access the document and open it in your online editor.
2. Begin filling out the form by providing the requested details such as the name of the person submitting the request, referred to as 'Requested by,' and ensure you provide accurate contact details.
3. Indicate who will serve as the Fiscal Agent (FA) by filling in their name and associated UID.
4. Complete the 'Department' field to specify which department the fund pertains to.
5. Enter the FA’s campus mail code and phone number to facilitate communication.
6. Select the type of fund you are requesting by marking the appropriate box for either Restricted, Endowed, or Quasi-endowed (Savings).
7. Provide a suggested title for the fund in the designated space.
8. Indicate whether you would like the fund to be included on the website 'fund tree' by selecting either 'Yes, please' or 'No, thanks.'
9. As the Fiscal Agent, sign and date the section confirming your agreement to manage the fund according to the relevant policies.
10. Obtain the signature of the Department Chair or Head, along with the date.
11. Attach a copy of the fully executed Administrative Agreement to the completed form.
12. Submit the completed form to the Director of Foundation Business Affairs for review. Await feedback on whether your request for a new fund has been approved.

Complete your documents online with ease and efficiency.