Get the free Unexpended funds residual transfer request - Purdue University - purdue

Purdue University Sponsored Program Services UFR TR Revised September 2015 UNEXPENDED FUNDS RESIDUAL TRANSFER REQUEST Submitted By: DATE: Grant Number/Internal Order(s): Sponsor: Principal Investigator:

How to fill out unexpended funds residual transfer

How to Fill Out Unexpended Funds Residual Transfer:

1. Start by gathering all the necessary documents and information needed for the transfer. This may include the unexpended funds statement, the recipient's information, and any supporting documentation.
2. Ensure that you have the appropriate authority and permission to make the transfer. If you are unsure, consult with your organization's financial department or supervisor.
3. On the unexpended funds residual transfer form, include your name and contact information as the person completing the transfer.
4. Provide the details of the recipient, including their name, organization, and contact information. Make sure all the information is accurate and up to date.
5. Specify the amount of funds being transferred from the unexpended funds. Double-check the numbers and ensure they match the accompanying documentation.
6. If there are any restrictions or conditions on the transfer, clearly outline them on the transfer form.
7. Include any additional notes or explanations that may be necessary to document the purpose or reason for the transfer.
8. Review the completed form for accuracy and completeness. Make any necessary corrections before submitting it.
9. Submit the unexpended funds residual transfer form to the appropriate department or individual responsible for processing such transfers.
10. Keep a copy of the completed form and any supporting documentation for your records.

Who Needs Unexpended Funds Residual Transfer:

1. Organizations or agencies that have unexpended funds remaining in their accounts may need to complete a residual transfer.
2. Individuals who are authorized to oversee and manage financial transfers within their organization may be responsible for completing unexpended funds residual transfers.
3. Government entities or nonprofit organizations may require unexpended funds residual transfers to ensure proper financial management and accountability.

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