New Account Requests
Steps needed to establish Advantage (ASU Financial System) or ASU Foundation (IFAS) accounts.
New Foundation Account: Submit a budget request e-form
1. Title of account/account name
2. School/center name
3. Is this a gift or donation?
4. Purpose of account
5. Is this an endowment, quasi-endowment, or non-endowed operating account?
6. Is a corresponding scholarship account needed?
7. List of names and ASURITE IDs for anyone that you would like added to the account.(will be in addition to business/budget team)
New State or Local Account: Submit a budget request e-form
1. Account name
2. Purpose of account (what will the account be used for; please list why another local account cannot be used.)
3. List sources of revenue and amount:
- transfers from another account (if so, another college or external department)
- Misc. (please provide details)
- Gifts (transfer from Foundation)
4. Does this need to be a general purpose fund (GPF)?
5. Provide total expenses by categories listed below.
- All other operating
- Transfers out
- Employee-related expenses (ERE)
6. Provide a list of the account signers and who should be listed as the org manager. (fiscal person responsible for account)