Use the A-123 form to request: budget transfers, transfer of funds across fund groups, budget decreases or increases based on additional revenue, or chart of account additions or deletions.
Examples of actions that are appropriate:
|
| Request for budget transfers |
| To meet budget reductions |
| Across organizations and areas of responsibility |
| Between a designated fund and an undesignated fund |
| Between designated funds |
| To, from, or between Plant funds |
| When designated or other funding is transferred into undesignated |
| When extraordinary income is received as revenue in general funds |
| To establish/delete a designated, endowment, restricted, loan, auxiliary, or plant fund that is not the result of a gift to the University (*NOTE: If the revenue is being received from a foreign source for a sales and service account (see Guidelines for Accounting for Outside Revenue in Policy Section), please indicate this on the form). |
| To establish/delete a new organization code |
| To change name of funds or organizations |
| To change an organizational roll-up |
| To request new object codes |
Complete the A-123 requesting an action. The Dean or Director and the Vice President sign all A-123's.
The Vice Presidential offices send the form and any supporting attachments to Budgetary Services, which will return approved copies to the initiating department.
If you have questions, please call Budgetary Services.
All "A" forms are available from Central Stores at no charge.
REFERENCES:
Please reference Rules of the University:
3361: 10-01-06
3361: 10-05-01
