Please note that in addition to the policy, there is also a prospective update to the "Banner Fund, Program, Index Code Request" form. Please use the link at the bottom to view the form.
Before You Begin
Your campus OBFS executive officer and University Accounting and Financial Reporting (UAFR) must approve establishing an agency relationship before receiving the deposits of money owned by others and held by the University as an agent.
Acquaint yourself with the information in Policies for Managing Agency Funds.
As a non-University unit, the owner is not entitled to the privileges of University units.
Begin
To request approval for an agency fund:
Please take a few moments to review this policy and submit your feedback. Thank you!