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Office of Accounting

Account Creation and Control

New Budget Group Creation
Financial Accounting Services (FAS) creates all new budget groups except for 26 accounts. (For 26 accounts, contact the Office of Sponsored Projects).

New Account request forms
To have a new account or budget group created, first fill out the appropriate form:
Forms listed with "*" are interactive PDF documents.
Non-Educational and General Accounts*
Educational and General Accounts *
Requests for 18-accounts (Service Centers) should also be accompanied by an official Rate Request packet.

Approval of forms
All requests should be approved by the Dean's Office and then sent to the appropriate person for approval:
14 accounts: Elvia Rosales, Director, Budget Office
18 accounts**: Virginia Oviedo, Senior Financial Analyst
     **These must be accompanied by an approved Service Center Rate request
19 accounts: Don Simpson, Senior Financial Analyst
20 accounts: Elvia Rosales, Director, Budget Office
26 accounts: Consult the SPAA section regarding 26 accounts
29 accounts: Don Simpson, Senior Financial Analyst
30 accounts: Don Simpson, Senior Financial Analyst
32 accounts: Don Simpson, Senior Financial Analyst
36 accounts: Andy Gordon, Financial Officer
41 accounts: Don Simpson, Senior Financial Analyst

Processing of forms
After approval the new budget group request is sent to FAS for processing. After the budget group is created in the accounting system, email messages are automatically sent to the unit head and to the electronic office manager for the unit code to which the budget group has been assigned. The original approval letter is sent to the accountant who oversees the account.

FAS reviews and processes new budget group requests once a week. During peak periods processing occurs more frequently.

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