Form Name:
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Used for:
Transfer by employee, of salary, wage and benefit expenses from one University account to another.
Required Fields:
| Initiating Department: | Name of department creating the transfer. |
| Social Security Number: | Employee SS number. Reallocation cannot be processed without this number. |
| Employee Name: | Format last name, first name, middle initial. |
| Salary/Benefit Debit: | Six-digit FRS account, four-digit subcode for the account to be charged. |
| Reference No.: | Used for Plant Operations only. |
| Gross Amount: | Dollars to reallocate (use format $xxx.xx). |
| Salary/Benefit Credit: | Six-digit FRS account, four-digit subcode for the account to be credited. |
| Pay End Date: | Pay period end date. Use the correct last date of the month (format mmddyy). |
| Adjustment: | Not currently used. |
| Reasons: | Give a detailed explanation as to why the reallocation is necessary. |
| Signatures: | Form needs appropriate signatures from authorized department representative, ORA(for grant or contract), and the Controller's office. |
Documents to Attach:
None Required.
Where to Send:
Forward according to the instruction stated on the form.
How to Obtain:
Form is stocked in University Stores, number 60441. Use Stock Issue Slip form to order.
Special Notes:
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Amounts and pay end dates need to be accurate since system will verify before processing the transfer.
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Benefit expense must be reallocated along with salary. System will not do automatically.
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Reallocations will appear on monthly Labor Distribution reports.