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As an employee, you may need to submit a form. This page will assist you with finding the appropriate forms to use for Campus Finances.
HOW TO INFORMATION
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Billing Request Form
Who: Staff or Faculty
When: This form is used for on- or off-campus billing
How: Complete and print the form, acquire signatures, attach supporting documentation, and route the completed form to Accounts Payable (35 ADM).
Form: Billing Request Form
Related Information:
To find out more, go to:
Accounts Payable
Budget Transfer Form
Who: Staff or Faculty
When: The Budget Transfer Form is used to transfer budget funding from one department/account to another department/account within the same fund. You cannot use the Budget Transfer Form to transfer budget from one fund to different fund.
How: You will need to complete the form, acquire the appropriate signatures, and submit the completed form to the University Budget Office.
Form: Budget Transfer Form
Related Information:
To find out more, go to:
Budget Transfers
Cabinet Carry Forward Form
Who: Staff or Faculty
When: Carry Forward Funds are state funds that are carried over from the prior fiscal year and can be used for Temporary One-Time Funds. If you have any questions, please do not hesitate to contact the University Budget Office.
How: You will need to complete the form, acquire the appropriate signatures, and submit the completed form to the University Budget Office.
Form: Cabinet Carry Forward Form
Related Information:
To find out more, go to:
Carry Forward Funds
Campus Administrator Delegation Application
Campus Carry Forward Form
Who: Staff or Faculty
When: The Budget Transfer Form is used to transfer budget funding from one department/account to another department/account within the same fund. You cannot use the Budget Transfer Form to transfer budget from one fund to different fund.
How: You will need to complete the form, acquire the appropriate signatures, and submit the completed form to the University Budget Office.
Form: Campus Carry Forward Form
Related Information:
To find out more, go to:
Carry Forward Funds
Chartfield Request/Signature Authority Form
Who: Staff or Faculty
When: This form is used to add, modify, or inactivate chartfields and to add or delete signers for specific chartfields.
How: Complete and print the form. Acquire the appropriate signatures, and route the completed form to General Accounting.
Form: Chartfield Request/Signature Authority Form
Related Information:
To find out more, go to:
General Accounting
Expenditure Transfer Form
Labor Cost Distribution
Who: Staff or Faculty
When: Use this form to make changes to positions in the Labor Cost Distribution system, such as adding, inactivating, reactivating, updating, reclassifying, or other types of positions changes.
How: Complete the form, acquire the appropriate signatures, and route the completed form to Human Resources.
Form: Labor Cost Distribution
To find out more, go to:
HR Forms and Procedures
Payroll Move Form
Who: Staff or Faculty
When: The Payroll Move Form is used when salary and benefit expenditures for an employee must be moved to the appropriate department. You must have access to PeopleSoft and the ability to login to Labor Cost Distribution (LCD). If you do not have access contact your administrator, or direct the payroll move to the appropriate authorized personnel.
How: You will need to complete the form, acquire the appropriate signatures, attach supporting documentation, and submit the completed form to the University Budget Office.
Form: Payroll Move Form
Related Information:
To find out more, go to:
Payroll Moves
Trust Fund Agreement
Who: Staff or Faculty
When: This form is used to request a new trust fund or update an existing fund. This agreement must accompany the Chartfield Request form.
How: Complete and print the form, acquire signatures, and route the completed form, along with a completed Chartfield Request form to General Accounting.
Form: Trust Fund Agreement
Related Information:
To find out more, go to:
General Accounting
