Get Cost Transfer Explanation Form - Sponsored Projects Accounting

Filling out the Cost Transfer Explanation Form is essential for ensuring compliance with sponsored project accounting regulations. This guide will help you navigate each section of the form, enabling you to complete it accurately and efficiently.

Follow the steps to successfully complete the form online.

1. Press the ‘Get Form’ button to access the Cost Transfer Explanation Form and open it in your chosen online editor.
2. In the first section, provide the Original Posting Date to indicate when the initial expense was recorded.
3. Next, enter the Original Document number associated with the transaction to ensure proper tracking.
4. Fill in the Original Account number, which reflects the account where the cost was originally charged.
5. Then, specify the Transfer to Account number, indicating where the expense will be transferred.
6. If your transfer request is made more than 90 days after the original transaction, answer the four questions provided. Clearly explain why the expense was initially charged to the original account, the justification for transferring it, the reason for the delay, and what actions will be taken to prevent future transfers of this type.
7. Enter the Principal Investigator's name and phone number for contact purposes.
8. Include the Principal Investigator's signature and the date to validate the request.
9. If requesting a transfer between 91 and 120 days after the original transaction, secure the Department Head's signature and the date.
10. For requests exceeding 120 days, obtain the Dean's signature and the Campus Business Officer's signature, along with the corresponding dates.
11. Finally, fill in your name, phone number, or email, along with the submission date to complete the form.

Complete your Cost Transfer Explanation Form online to ensure timely and accurate processing.