FIN 204–01: Additions/Changes/Deletions in Org Managers/Authorized Signers
To discuss the procedure for:
University departments establish org managers and authorized signers for new agency/orgs, change existing org managers, or add/delete authorized signers from existing agency/orgs by completing the appropriate section(s) on Establishing/Changing Org Manager/Authorized Signers on Agency/Org(s), Advantage Form A. D
|Advantage Approval Matrix|
|Situation||Required Approval Signature, Including Advantage User ID1|
|Establishing org manger and/or authorized signer(s) for a new agency/org2||New org manager and higher-level authority|
|Change in org manager3||Present org manager, dean, director, chair, business manager, or higher level authority|
|Change in org signer(s), other than org manager||Present org manager, dean, director, chair, business manager, or higher level authority|
User ID for each approval signature must be included on Form A so
the Advantage Helpline can ensure that the person signing has the
authority to approve the addition/change/deletion.
|2Also complete a New Account Application Form, available on the Financial Services Forms Web page under Advantage Forms.|
|3Indicate whether the previous org manager will remain an authorized signer on the agency/org(s) and retained, if warranted, on the Advantage security tables.|
The requesting department completes an Advantage Form A to initiate org manager or authorized signer change(s) and obtains all required approval signatures. If adding, changing, or deleting an org manager and/or authorized signer for an established agency/org, the department forwards the form to the Advantage Helpline for updating of Advantage tables.
If establishing an org manager and/or authorized signer(s) for a new agency/org, the department forwards the completed document(s), including all required signatures, to Financial Services.
Financial Services or the Office for Research and Sponsored Projects Administration:
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