Request to Close a Dept./Orgn - Financial Services

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Request to Close a Dept./Orgn

Your name*
First Last
Your email*
Your extension*
Department name*
Org number*
Reason for closing*
Effective date*
MM slash DD slash YYYY
Budget reallocation*
- Yes
- No
Provide budget from FOAPAL*
FOAPAL Amount
Provide budget to FOAPAL(s)*
FOAPAL(s) Amount
Removal of financial approval and delegation*
Full name Banner ID Job title Role

Role
You must enter one of the following:
Primary Owner – Person responsible for org, usually a Chair or Director, automatically has signing on the org (can only be one primary owner)
Secondary Owner – Person responsible for financial management for the org, usually an administrator, automatically has signing (can be several secondary owners)
Signing Authority – Both posting and query in all financial systems, and signing approver in eShop
Posting Access – Only post transactions in financial systems
Query Access – View transactions in FAST-Finance Reporting
Post and query Access – Post and view in financial systems
eShop – posting access in eShop
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