Completed form should be forwarded to the Office of Financial Services for processing. If an existing fund needs to be revised, please e-mail Thierno Sako at firstname.lastname@example.org.
Fund Title – What title you would like for the new fund. Example: Faculty Research/Smith
Effective Date – The date the Fund Code needs to be available for use. Usually this date is set as the first day of the current fiscal year.
Fiscal Manager – The name of the person that will be responsible for the new fund.
ID – The UALR ID for the person responsible for the new fund. This number begins with a “T”.
Organization Name – The name of the organization to which the new fund will belong.
Organization Code – The organization code to which the new fund will belong.
Purpose – The purpose of the new fund. Give as much detail as possible for the need to establish a new fund.
Employee Name – List the names of all employees that need to be able to view and/or post to this fund.
User ID – The User ID of the employee who needs access to this new fund. This is the ID used to log into Banner, which is your first initial, middle initial and last name. This is NOT the UALR ID number that begins with a “T”.
Type of Access – Indicate what type of access the employee will require. The choices are “Query Only” (Q), “Posting Only” (P), or “Both” (B). “Query Only” means that the employee will be able to see transactions on the new fund. “Posting Only” means that the employee will not be able to query the fund, but may post transactions such as backcharges to the fund. “Both” means that the employee will be able to both query and post transactions to the fund. An employee will need “Both” in order to complete online requisitions.
Head of Organization – The head of your organization should sign and date here.
Dean/Vice Chancellor – The Dean or Vice Chancellor for the responsible organization should sign and date here.
Financial Services – Forward the form to Financial Services for approval.
AVCF/VCFA – Financial Services will forward the completed form the AVCF/VCFA for final approval.