New Account Proposal Form

Complete the fields below, press the "Create New Account Form" button located at the bottom.

A form that can be printed and signed will be provided once you've pressed the "Create the New Account Form" button. Obtain required signatures. If this proposal is for a new gift account, please forward with appropriate gift documentation to the Information Services Office, Vine Avenue Annex, Room 210. If this proposal is for Financial Aid (Scholarships, Grants, Loans, etc.), accounts should be sent to the Office of Student Financial Aid, Administration Building Room 208, for approval. Please forward with appropriate documentation that includes: source of funds, eligibility to receive award, selection process, and # and/or amount of awards. OSFA will then forward to FSO for account creation. If this is for a new department indirect cost account or patent royalties account, please forward with appropriate documentation to Sponsored Projects Services, University Services Building, Rm. 510. All other new account proposals should be forwarded with attachments (if applicable) to FSO - University Services Building, Rm 502.

If you have questions about the account, click here to contact your fund accountant or call 621-3220 for assistance.

Contact Name:
Contact Phone:
Contact's email:
Contact's title:
Department Number: 4 or 5 digit number
RDI Number: Requisitioning Department ID: A 5 digit number that is used to divide departments for dPR approval purposes. Only applies to a small number of departments.
Bldg Name:
Room #:
Dean, Director
or Department Head: 		Dean, Director or Department Head: This person must sign this form to authorize the account for the department.
Responsible Person
EmplID:
eMail:
Responsible Person: The responsible person is the person with primary control and to whom the account belongs. This person may or may not be the person who usually signs for the account. Often the responsible person is a department head, director or principal investigator.
Approver #1: EmplID: Approvers: The Responsible Person may allow up to 6 others to approve spending from this account.
Approver #2: EmplID:
Approver #3: EmplID:
Approver #4: EmplID:
Approver #5: EmplID:
Approver #6: EmplID:
Approver #7: EmplID:
Suggested Account Number: If you don't have a suggestion for the account number, leave it blank.
Account Name: Suggested Name, maximum 20 characters. Explain any abbreviations in the Comments area below.
Purpose of the Account What will the account be used for or Why do you need a new account?
Funding Source Where will the funding come from, i.e., sales, budget appropriation?
Customers Other UA Departments
UA Faculty
Staff or Students
non-UA Businesses
Not Applicable 		If your source of funds is from sales or services, indicate who your customers will be, otherwise, check "Not Applicable."
How much do you plan to receive each year? $
How much do you plan to spend each year? $
Comments Use this section to provide any additional information, such as, you were requested to set up the account by the Budget Office or FSO; or to explain any abbreviations in the account name.