Get the free OSU Extension - Expense Transfer Form - extensionhr osu

Use this form when transferring an expense from one chartfield segment to another, excluding Payroll transfers.

How to fill out osu extension - expense

How to fill out OSU Extension - Expense Transfer Form

1. Obtain the OSU Extension - Expense Transfer Form from the designated website or office.
2. Fill in the date at the top of the form.
3. Enter the name of the person submitting the form in the appropriate section.
4. Provide details of the expense to be transferred, including the date of the original transaction.
5. List the account numbers involved in the transfer, including the original and destination accounts.
6. Specify the amount to be transferred in the designated field.
7. Include any relevant notes or reasons for the transfer in the comments section.
8. Review the form for accuracy and completeness.
9. Sign and date the form at the bottom.
10. Submit the completed form to the appropriate office or email it to the relevant staff member.

Who needs OSU Extension - Expense Transfer Form?

1. Employees or volunteers of OSU Extension who need to transfer expenses between accounts.
2. Budget managers overseeing financial allocations.
3. Anyone responsible for tracking project or program expenses that require reallocation.

For pdfFiller’s FAQs

What is OSU Extension - Expense Transfer Form?

The OSU Extension - Expense Transfer Form is a document used to request the transfer of expenses between different accounts within the OSU Extension system.

Who is required to file OSU Extension - Expense Transfer Form?

OSU Extension staff and faculty who need to move expenses between accounts are required to file the OSU Extension - Expense Transfer Form.

How to fill out OSU Extension - Expense Transfer Form?

To fill out the OSU Extension - Expense Transfer Form, provide the necessary account information, specify the amount to be transferred, detail the reason for the transfer, and obtain required signatures.

What is the purpose of OSU Extension - Expense Transfer Form?

The purpose of the OSU Extension - Expense Transfer Form is to facilitate accurate financial management by ensuring that expenses are allocated to the correct accounts.

What information must be reported on OSU Extension - Expense Transfer Form?

The OSU Extension - Expense Transfer Form must report the account numbers involved, the amount to be transferred, the reason for the transfer, and the signatures of the individuals authorizing the transfer.