Get Request To Transfer Funds From Endowment Fund To - San Francisco ...

Filling out the Request To Transfer Funds From Endowment Fund To form is a crucial step for managing transfers from your endowment fund. This guide provides a clear, step-by-step approach to ensure your form is completed accurately and efficiently.

Follow the steps to complete your fund transfer request online.

1. Click the ‘Get Form’ button to access the document and open it in your preferred editing tool.
2. Begin by entering the date in the designated field. This indicates when the request is being made.
3. Fill in the endowment fund name. This should reflect the specific funds you are requesting to transfer.
4. Input the endowment account number from which you are transferring the funds, ensuring accuracy.
5. Provide the spending account number that will receive the transferred funds.
6. Enter the name of the project director who is overseeing this request.
7. Fill in the project director's phone number, ensuring you include the correct area code.
8. Input the project director's email address for any correspondence related to the transfer.
9. Specify the amount requested for transfer in the appropriate field.
10. Indicate the annual distribution payout, if applicable.
11. If there are specific expenditures planned from the transferred funds, list them clearly. For scholarships, include the recipients' names.
12. Complete the 'submitted by' section with your name and the date of submission.
13. The project director should then provide their signature, indicating they approve of the request.
14. Lastly, ensure the form is reviewed and approved by the chief financial officer, who should also sign and date the form.
15. Once all sections are filled out, you may save changes, download, print, or share the completed form as needed.

Take the next step in managing your funds by filling out and submitting the request online.