Get Account-memo-form.pdf

Filling out the Account-Memo-Form.PDF is a straightforward process that can be completed online. This guide will walk you through each section of the form to ensure that you provide the necessary information accurately and efficiently.

Follow the steps to complete the form effectively.

1. Press the ‘Get Form’ button to obtain the form and open it in your editing tool.
2. Begin by filling out the 'Date' and 'Dept' fields with the appropriate information. Ensure that the date is current and the department name is clear.
3. Enter the 'Fund' codes by filling in the appropriate five-character fund identifier and the four-character code for action selection. Choose the action by checking one of the options provided.
4. Complete the 'Department/Title' section with a maximum of 40 characters to specify the relevant department or title.
5. Fill in the 'Type Account' section to indicate the account type. Specify if you are moving funds from an unbudgeted (N) or budgeted (B) category.
6. In the 'Principal Investigator' field, provide a name with a maximum of 20 characters. Indicate whether direct charges are applicable by selecting 'Y' for yes or 'N' for no.
7. Input the 'Grant NBR' with up to 15 characters and select the appropriate grant type by marking 'Y' for required cost sharing or 'N' for no cost sharing.
8. Fill in the key dates under 'Begin Date', 'End Date', and 'Renewal Date'. Keep in mind that these dates may be subject to changes by the Controller or Budget Office.
9. Provide information in the 'Indirect Cost Class' and 'Indirect Cost Rate' fields as necessary. Remember these will be completed by Contract and Grant Accounting.
10. Lastly, review the 'Restrictions on Account' and 'Description of Accounts' sections to include any necessary details about the account functionalities.
11. Once all fields are completed, you can save your changes, download the form, print a copy for your records, or share it as needed.

Take the next step and complete your document online today.