Budget Forms & Instructions
- Justin Freeman
- Batchelder, Rebekah
- Smithwick, Jen
The three forms below are for the three different kinds of transfers we process within the Office of Financial Planning (OFP).
 | Form | Related Policy | Use | Related Instructions |
|---|---|---|---|---|
1. |
| Most common Transfer will only impact budgeted funds (xxx002, 30200x, or 121001) | ||
2. |
 | Transfer between the budget and designated (or non-budgeted) funds* | ||
3. |
| Transfer will only impact designated (or non-budgeted) funds |
*If this transfer will impact more than two designated funds, please fill out both a Budget Change Request and a Designated Fund Change Request (Rows 1 and 3).
All forms should be submitted via Jira in excel form, with approvals recorded in Jira. These forms will auto-assign to the Office of Financial Planning, and we will reassign the ticket based on the approval workflow listed on the ticket.
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