Get Updated 1/22/10 Fund Request/change Form - Slu

Filling out the Updated 1/22/10 Fund Request/Change Form - Slu online can help streamline your funding requests or modifications. This guide provides step-by-step instructions to ensure a smooth and efficient process.

Follow the steps to complete your form accurately.

1. Click ‘Get Form’ button to obtain the form and open it for editing.
2. In the desired action section, check the appropriate box for your request: whether it is to open a new fund, change an existing fund, or close an existing fund.
3. Provide the fund number if applicable and select the type of fund by indicating whether it is general unrestricted, designated, sponsored programs, restricted, UMG, or agency.
4. In the fund attributes section, detail the deposit of funds including all required account codes for any web deposits.
5. Fill in the proposed fund title, ensuring it does not exceed 80 characters, and the short fund title, limited to 20 characters.
6. Identify the fund administrator/principal investigator and list the authorized signers as Designee #1 and Designee #2.
7. Complete the building/room number, telephone number, organization, and organization code sections.
8. Input the vice president/provost's name along with their VP code, division, and div. code.
9. Describe the fund’s purpose and include any relevant comments or special instructions. If necessary, attach additional sheets.
10. State the fund start date and end date, and if applicable, attach a budget revision for sponsored programs or general unrestricted funds.
11. List the source of funds/revenue and the expected annual levels of expenditure and revenue.
12. Optionally, provide any user-account codes along with corresponding descriptions, each not exceeding 20 characters.
13. Finally, ensure that the approvals section is filled out, including signatures and dates for the fund administrator, department head, dean/division head, vice president/provost, and both signers.
14. Save your changes, and choose to download, print, or share the completed form as needed.

Start filling out your form online today for efficient fund management.