Get Form Ac217-5 - The University Of Texas At Austin - Utexas

Filling out Form AC217-5 is essential for managing changes to petty cash funds at The University of Texas at Austin. This guide provides clear, step-by-step instructions to help users complete the form online efficiently and accurately.

Follow the steps to complete the form successfully.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Indicate the type of change being requested by selecting the appropriate option: 'Change Fund' or 'Imprest Fund'. If you select 'Imprest Fund', provide the Imprest Fund ID.
3. Fill in the updates for the responsible person if necessary. Include their name, title, and phone number in the 'Update Responsible Person' section.
4. If there are updates to custodians, fill in the details of the outgoing custodian and the new custodian in the 'Update Custodians' section. Ensure both names, room numbers, and phone numbers are accurately recorded.
5. In the 'Receipt' section, include the department, fund amount, and the individual from whom the funds were received, as well as the name, signature, and date of the individual accepting custody of the petty cash fund.
6. If there is a change in fund location, specify the previous and new locations in the 'Change in Fund Location' section.
7. Finally, the changes must be approved by the responsible person. Fill in their name, title, department, and address/mail code in the 'Above Changes Approved By' section.
8. After completing the form, review all information for accuracy. Users can then save changes, download, print, or share the completed form as needed.

Complete your document online today to ensure timely processing of changes.