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Financial Affairs

Unit and Account Request Form

Description: Used to request new or modify existing Unit Codes and Budget Groups for all funds except Sponsored Programs (26-accounts) and Capital Project accounts. For 26-accounts, contact the Office of Post Award Administration (OPAA), and for Capital Project accounts see FMOGs Capital Projects (Budget Group 36-9XXX-XX) Procedures and Institutionally Managed Capital Projects (Budget Group 36-6XXX-XX and 36-8XXX-XX) Procedures.

Last Revised On: 04/26/2012

Owner/Host: Accounting Services

Download File: PDF

Related Financial Management Operational Guideline(s) (FMOG):

Revision History:

  • 04/26/2012: Removed 'Fee' from 19 fund group name and added 'Restricted' to 30-fund group name in the New Budget Groups Only Section. Reduced form's file size to eliminate undeliverable email messages from being auto-generated and sent to users after emailing a completed form to Accounting Services.

  • 04/19/2012: Removed the Excel version (revised 05/18/10) from website as the 60-day advance stakeholder review period has ended.

  • 02/23/2012: Form has been redesigned from Excel to PDF and will be effective on 04/19/12 (subject to 60-day advanced stakeholder review). Also, added instructions (within Unit Codes section) for requests to move a budget group to a different unit code. Users are encouraged to use the PDF file (Rev. 02/23/12) and send any feedback to prior to the effective date. Accounting Services will still accept the older form (Rev. 05/18/10) until 04/18/12.

  • 05/18/2010: Added subcode 69 (Work Orders) to the Sub-Account section.

  • 05/12/2010: Corrected the instructions section. For 26-accounts, users must contact the Office of Sponsored Programs.

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