Downloadable Forms

The following budget forms can be downloaded and printed. When completed, return to Budget Planning Office at 633 Clark on the Evanston Campus.

Transfer Voucher (DOC)

  • Purpose: This is used to transfer funds from one account to another to support a program or activity. TVs should not be used for cost sharing or moving of expenses/revenues and are not allowed on grant or agency accounts.
  • Approval: The area Financial Manager and Budget Office must approve all TVs. Submit TVs on pink paper.

Request for New CUFS Account (PDF)

  • Purpose: This is used for requesting a new Appropriated, Designated, Gift, Endowment Spending or Agency account.
  • Approval: Submit requests on purple paper and fill out the form completely (blanks will cause processing delays). For a list of function codes, see the downloadable guide to CUFS Function code.
    • The approval process depends on the type of account:
      • For most accounts, the area Financial Manager and the Budget Office must approve requests.
      • For new Gift accounts, forms must be routed to the Development office after the area Financial Manager approves the request and before the Budget Office approves it.
      • For new Agency accounts, forms must be sent to Account Services after the area Financial Manager approves the request and before the Budget Office approves it.

Request for Budget Appropriation Change (RBAC) (XLS)

  • Purpose: This form is used to increase and decrease budgets on appropriated accounts.
  • Approval: The area Financial Manager must approve all RBAC forms, and the Budget Analyst assigned to the area must review it.

Infopac Request Form for Monthly Budget Statements (DOC)

  • Purpose: This form is used to request monthly account budget statements (FM160, FM162, NA31, NG32) to be added to an established Infopac.
  • Approval: The area Financial Manager must approve all Infopac Request Forms (which must have original signatures).

Other important forms that are available elsewhere:

Request for Accounting Correction (RAC)

  • Purpose: This form is used to correct transactions posted to incorrect account numbers; to redistribute the cost of goods and services between several accounts; or to correctly post revenues deposited to the wrong account. The RAC can only move funds from one expense object to another expense object or from one revenue source to another revenue source.
  • To obtain: RAC forms (#73-1000) can only be ordered through PUBLIX.
  • Approval: For Non-Sponsored Accounts, the RAC form must be approved by the department?s business administrator and then by Accounting Services.

For Sponsored Accounts, the RAC must be approved by the department?s business administrator and then by Account Services for Research and Sponsored Programs.

The Electronic IV/JV Program Enrollment Form

  • Purpose: To enroll in the Electronic IV Program, which is used for billing internal departments that have purchased goods or services from another department or university unit. It eliminates the typewritten IV forms for departments that have multiple lines of customer charges for a single seller account.
  • To obtain: The Accounting Services web site provides the enrollment form as a downloadable Microsoft Word document.
  • Approval: Electronic IV Enrollment must be approved by Accounting Services.