Get Request To Establish Or Modify A Detail Code - Stephen F. Austin ...

This guide provides clear, step-by-step instructions for filling out the Request to Establish or Modify a Detail Code at Stephen F. Austin State University. By following these directions, users can complete the form efficiently online.

Follow the steps to complete the form online.

1. Press the ‘Get Form’ button to access the form and open it in your preferred editor.
2. Fill in your name, department, and extension in the Requestor section. Ensure that you enter the correct date for reference.
3. Select whether you are requesting to create a new detail code or modify an existing one by marking the appropriate box under Request Type.
4. Specify the effective date for the detail code you are requesting by entering the date in the designated field.
5. Provide the name of the code in the corresponding field. Ensure that the name is clear and descriptive.
6. Choose a category for the request from the options: Fee, Tuition, or Financial Aid. If Financial Aid is selected, indicate whether it is Category FA (Financial Aid Free) or Category FAL (Financial Aid Loan) by marking 'Yes' or 'No'.
7. Indicate if the request applies to a specific aid year or term by selecting 'Yes' or 'No' for each question.
8. Determine if the code is Title IV compliant and indicate your choice by selecting 'Yes' or 'No'.
9. Specify the type of code charge and whether it is refundable by selecting ‘Yes’ or ‘No’ for both fields.
10. Complete the GL Interface Information section by entering the Fund, Org, Account, and Program information, and specify if the entry is Debit or Credit.
11. In the Finance Only section, the request will require approval from the Controller's Office. Ensure to include printed name, signature, and date for the approver.
12. Finally, upon completion, save your changes. You can choose to download a copy, print the form, or share it as needed.

Complete your documents online today for a seamless experience.