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This document provides a form to request the creation of a new Fund, Organization, or Program Code combination, as well as an authorization form for requisition originators and approvers associated
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How to fill out Request to Create Banner FOP Segments and FOAPAL Authorization Form

01
Gather necessary information such as project name, budget details, and purpose of the FOP segment.
02
Access the Request to Create Banner FOP Segments and FOAPAL Authorization Form online.
03
Fill in the required personal information including name, department, and contact details.
04
Provide the details of the new FOP segment to be created, including the account code and fund category.
05
Attach any relevant documentation or justification for the request.
06
Review the filled form for accuracy and completeness.
07
Submit the form to the appropriate department for approval.

Who needs Request to Create Banner FOP Segments and FOAPAL Authorization Form?

01
Department heads needing to create new budget segments for projects.
02
Administrative staff responsible for budget management.
03
Finance officers handling fund allocations and authorizations.
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The Request to Create Banner FOP Segments and FOAPAL Authorization Form is a formal document used to request the creation of new segments in the Banner financial system, specifically related to fund organization, program, and account allocations.
Typically, department heads, financial officers, or any authorized personnel within an organization who need to set up new budget segments or financial allocations are required to file this form.
To fill out the form, input the required details including the purpose of the request, proposed FOP segments, and authorization signatures. Ensure accuracy in the financial codes and provide any necessary documentation to support the request.
The purpose of the form is to streamline and standardize requests for creating FOP segments in the Banner system, ensuring proper authorization and recording of financial resources.
Information that must be reported includes the requester's contact details, the specific segments to be created, the intended use of the funds, associated FOAPAL codes, and necessary approvals from relevant authorities within the organization.
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