Get the free Non-Payroll Cost Transfer Request - umass

Research Accounting in the Controller's Office. Payroll Cost TransferRequest. Internal use only: Grant Accountant Approval and Date: Project Grant #:.

How to fill out non-payroll cost transfer request

How to fill out a non-payroll cost transfer request:

1. Obtain the necessary form: Contact your organization's finance department or check their website to find the specific form for non-payroll cost transfer requests. Download or request a physical copy of the form.
2. Fill in your personal information: Begin by providing your name, employee ID or student ID, department or division, and contact information. This will ensure that your request is properly identified and processed.
3. Specify the original transaction details: In this section, provide the details of the original transaction that you are requesting to transfer. Include the date of the transaction, a brief description of the charge or cost, the original account or fund charged, and the amount.
4. Describe the reason for the transfer: Explain the circumstances that warrant the non-payroll cost transfer. For example, you may have made an error during the original transaction, a charge may be related to the wrong project or department, or there could be a need to reallocate expenses for more accurate tracking.
5. Identify the desired transfer: Specify the account or fund to which you want the cost to be transferred. Provide the new account number, project code, or department that should be charged instead. Include any additional information or justifications as required by your organization.
6. Obtain necessary approvals: Depending on your organization's policies, your non-payroll cost transfer request may require approval from certain individuals or departments. Ensure that all required approvals are obtained before submitting the form.
7. Submit the form: Once you have completed all the necessary sections, double-check for accuracy and completeness. Then, submit the form to the designated department or individual responsible for processing non-payroll cost transfers. Follow any specific instructions regarding submission methods (e.g., physical copy, email, online portal).

Who needs a non-payroll cost transfer request?

1. Employees or students: Individuals who have incurred charges or costs that need to be transferred from one account or fund to another require a non-payroll cost transfer request.
2. Departments or divisions: If charges have been mistakenly applied to the wrong department or project, or if there is a need to reallocate expenses for accurate tracking and reporting, a non-payroll cost transfer request would be necessary.
3. Finance or accounting department: The finance or accounting department within an organization needs non-payroll cost transfer requests to process the transfer of charges or costs accurately and ensure the integrity of financial records.

Note: The specific individuals or departments who require a non-payroll cost transfer request may vary depending on the organization's structure and policies. It is important to consult your organization's guidelines for the appropriate use of non-payroll cost transfer requests.

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What is non-payroll cost transfer request?

Non-payroll cost transfer request is a process used to transfer expenses that were originally charged to one account to a different account.

Who is required to file non-payroll cost transfer request?

Any individual or department that needs to correct a financial transaction related to non-payroll expenses may be required to file a non-payroll cost transfer request.

How to fill out non-payroll cost transfer request?

To fill out a non-payroll cost transfer request, one must provide detailed information about the original expense, the account it was charged to, the correct account it should be charged to, and any additional supporting documentation.

What is the purpose of non-payroll cost transfer request?

The purpose of a non-payroll cost transfer request is to ensure the accuracy and integrity of financial data by correctly allocating expenses to the appropriate accounts.

What information must be reported on non-payroll cost transfer request?

Information such as the original expense amount, original account charged, correct account to be charged, reason for the transfer, and any supporting documentation must be reported on a non-payroll cost transfer request.