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FORMS, WORKSHEETS, and CALENDARS

Allocation Transfer Form (.XLS) (complete unshaded areas only)

Allocation Transfer Request Guidelines

• Academic Departments must send allocation transfer requests to the Academic Support Office. Academic Support will then contact Budget.
• Allocation can only be transferred between accounts that are within the same fund -- e.g. State Purpose allocation cannot be transferred to an IFR account, allocation in a DIFR account cannot be transferred to a State Purpose account. (See below for list of funds and related account series.)
• Any transfer request involving recharge allocations must be copied to the VP for the division.
• When transferring FROM any recharge line, be sure to account for the balance needed to cover recharge expenses through the end of the year. If you need help determining an appropriate balance to leave in a recharge line, please contact Budget.
• Please indicate whether a transfer request is to be 1-time (i.e. only affects the current fiscal year) or permanent (i.e. affects following years as well as current year.)
• Permanent allocation transfer requests between accounts must be approved by the VP for the division.
• Permanent allocation transfer requests within an account must be copied to the VP for the division.

Common Allocation Transfer Sub-object Codes

List of Funds & Related Accounts

IFR Revenue Worksheet

Hourly Billing Rate Worksheet

Payroll Calendars

• Administrative Payroll, FY11/12
• Student Payroll, FY11/12