Financial Services Manual (FIN)

FIN 202 Table

The requesting department:

1. determines that a new agency/org is needed and completes a New Account Application Form
2. completes Advantage Form A (see FIN 204–01, “Additions/Changes/Deletions in Org Managers/Authorized Signers”) and a Request for Computer Access form, if needed (see FIN 204–02, “Additions/Changes/Deletions in Advantage User IDs”)

   and

3. forwards the application form to the appropriate department chair/director and the dean (if applicable).

The department chair/director and dean (if applicable) review and approve the application form and forward the entire application to Financial Services.

Financial Services reviews the application to determine whether a new agency/org is needed. If a new agency/org is not to be established, the department is notified of the decision.

If a new agency/org is established, Financial Services notifies the department of the new agency/org number.

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