Edit, Download, and Sign the UC San Diego Fund Request Instructions
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How do I fill this out?
Filling out this form is straightforward. Start by entering your personal details and specify the type of fund request. Make sure to double-check all information for accuracy.
How to fill out the UC San Diego Fund Request Instructions?
1
Download the fund request form.
2
Fill in your name, email, and details of the fund request.
3
Include any necessary attachments as indicated.
4
Submit the form through the ServiceNow platform.
5
Save a copy for your records.
Who needs the UC San Diego Fund Request Instructions?
1
Department heads who manage endowed funds.
2
Researchers needing funding for projects.
3
Administrative staff handling financial operations.
4
Professors requiring resources for their departments.
5
Grant managers overseeing fund distribution.
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What are the instructions for submitting this form?
To submit this form, go to the Service Now platform and upload your completed request. Include all necessary attachments and ensure that the form is filled out completely. For any assistance, contact the Gift & Foundation Accounting office at (858) 534-7247.
What are the important dates for this form in 2024 and 2025?
Important dates for fund requests in 2024 include July for annual submissions and quarterly review deadlines. Ensure all submissions are made timely to avoid delays in processing. For 2025, similar timelines will apply.
What is the purpose of this form?
The purpose of this form is to standardize the process of requesting funds from the UC San Diego Foundation. It ensures that all necessary information is included for processing requests effectively. This form aids in maintaining accountability and transparency in fund transfers.
Tell me about this form and its components and fields line-by-line.
- 1. Date of Request: The date on which the fund request is being made.
- 2. Amount: The total amount of funds being requested.
- 3. Entity #: A unique identifier for the requesting entity.
- 4. Fund #: Identification number of the fund associated with the request.
- 5. Entity Name: The name of the department or individual requesting the funds.
- 6. Fund Name: The name of the fund from which the money is being requested.
- 7. Program: The specific program associated with this fund request.
- 8. Location: The location related to the fund request.
- 9. Processed By: The name of the staff member processing the request.
What happens if I fail to submit this form?
Failure to submit this form correctly may result in delays or rejection of your fund request. Ensure that all required fields are filled out accurately. Missing information can lead to processing issues, so double-check your submission before finalizing.
- Incorrect Information: Submitting incorrect data can delay funding.
- Missing Attachments: Not attaching required approvals can halt processing.
- Late Submission: Submitting the form after deadlines can lead to rejection.
How do I know when to use this form?
- 1. Project Funding: For requesting funding for specific research or departmental projects.
- 2. Endowed Chair Allocation: When requesting funds related to endowed chair positions.
- 3. Miscellaneous Fund Requests: For general requests concerning available fund balances.
Frequently Asked Questions
What is the purpose of this form?
This form is designed to facilitate the request for fund transfers at UC San Diego.
Can I submit this form via email?
No, all submissions must be made through the ServiceNow platform.
Where can I find the form?
You can download the form directly from the UC San Diego finance website.
What documents do I need to attach?
You may need to attach approval documents when requesting funds for chair positions.
Who do I contact for help?
For assistance, contact Gift & Foundation Accounting directly at the provided phone number.
What if I submit an incorrect form?
Incorrect submissions will not be processed, so ensure all information is accurate.
How long does processing take?
Processing times may vary; be sure to submit requests well in advance of deadlines.
Is there a recurring transfer option?
Yes, if you need funds transferred monthly, you can select that option on the form.
Can I track my submission?
You will receive notifications regarding your submission status through ServiceNow.
What if I have questions about fund eligibility?
Refer to the guidelines or contact the Foundation for clarification on fund eligibility.
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