Get Cost Transfer Request - Csulb Foundation - California State ...

Filling out the Cost Transfer Request form for the California State University, Long Beach Foundation can be straightforward when you understand the components involved. This guide provides a step-by-step approach to complete the form online, ensuring clarity and compliance with the necessary guidelines.

Follow the steps to successfully complete your Cost Transfer Request form.

1. Click ‘Get Form’ button to obtain the form and open it in the document editor.
2. Enter the Project number in the designated field, ensuring it consists of 8 digits.
3. Fill in the Requestor’s name, which is the individual completing the form.
4. Specify the Date requested, indicating when the form is filled out.
5. Provide your Phone Number for any necessary follow-up.
6. Complete the 'From' section by entering the current General Ledger line item number, consisting of 6 digits.
7. Complete the 'To' section by entering the new General Ledger line item number, also consisting of 6 digits.
8. Input the Post Date of the original expenditure in the specified format.
9. Include the Reference Number, which can be found on the Project Detail report. Attach the report if the number is not provided.
10. In the Description field, enter a short summary of the original transaction.
11. Specify the Amount to be transferred including any associated costs.
12. Complete the Justification section, answering the required questions based on the time frame of the request.
13. Ensure the Certification section is signed by the Project Director or an authorized individual responsible for the 'To account'.
14. Submit the form for approval by the Associate Director of Grants and Contracts.
15. Review your entries for accuracy. Finally, save your changes, download, print, or share the completed form as needed.

Complete your Cost Transfer Request form online today to ensure timely processing.