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Revision June 2014 Indiana University Cost Transfer Exception Request Form By completing and submitting the information below, you are requesting that the Cost Transfer Exception Committee review

How to fill out cost transfer exception request

How to fill out a cost transfer exception request:

1. Start by downloading the cost transfer exception request form from your organization's internal website or requesting it from your supervisor or financial department.
2. Fill in your personal information, including your name, employee ID, department, and contact information.
3. Provide details about the original transaction that needs to be transferred, such as the date, amount, account number, and description.
4. Explain the reason for the cost transfer and why it is necessary to deviate from the normal accounting procedures. This could include errors, omissions, or any unforeseen circumstances that require a correction.
5. Include any supporting documentation or evidence to justify the cost transfer. This could include invoices, receipts, or any other relevant paperwork that provides clarity on the transaction.
6. Indicate the account or project to which the transfer should be made, providing the necessary details such as the account number, project code, and description.
7. Obtain the appropriate signatures and approvals as per your organization's policies and procedures. This may require the review and endorsement of your supervisor, department head, or finance department.
8. Submit the completed cost transfer exception request form to the designated personnel or department responsible for processing such requests within your organization.

Who needs a cost transfer exception request?

1. Employees who have made a financial transaction that needs to be transferred to a different account or project due to errors, omissions, or unforeseen circumstances may need a cost transfer exception request.
2. Departments or teams managing budgets or finances that require corrections or adjustments to accurately reflect the allocation of funds may also need to submit cost transfer exception requests.
3. Organizations with strict financial control policies and procedures may require employees to seek approval through a cost transfer exception request before making any accounting changes or corrections to ensure transparency and accountability.

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What is cost transfer exception request?

A cost transfer exception request is a formal process used to request approval for transferring costs between different funding sources.

Who is required to file cost transfer exception request?

Anyone who needs to transfer costs between funding sources is required to file a cost transfer exception request.

How to fill out cost transfer exception request?

To fill out a cost transfer exception request, you will need to provide a detailed explanation of the reason for the transfer, the amounts being transferred, and any supporting documentation.

What is the purpose of cost transfer exception request?

The purpose of a cost transfer exception request is to ensure that any transfers of costs between funding sources are properly documented and approved.

What information must be reported on cost transfer exception request?

The cost transfer exception request must include information on the reason for the transfer, the amounts being transferred, and any supporting documentation.