Fund Update Request: Peoplesoft Workflow/Fund Name/Fund Purpose

Fund Update Request: Peoplesoft Workflow/Fund Name/Fund Purpose

Please complete this form to request an update to the workflow of an existing SPF or endowment fund, or to request an update to the name and/or purpose of a fund (donor approval may be required).
Requestor's Name:*

First NameLast Name
Fund ID*
Requested update(s):*

Workflow onlyFund Purpose onlyFund Name OnlyWorkflow and Fund PurposeFund Name and Fund PurposeFund Name and WorkflowFund Name, Fund Purpose and WorkflowDivision (Tree) UpdateDivision (Tree) and Workflow
Existing Division*
New Division*
Existing Fund Name:*
Requested Fund Name (Long and 30-Character Name):*
Brief justification for request:*
Requested purpose update:*
For the below workflow, please indicate the faculty/staff member who will manage the fund. Please note that the principal investigator cannot donate to the fund themselves per the Organizational Conflict of Interest and Gift Acceptance Policy.
Principal Investigator*

First NameLast Name
Financial Coordinator

First NameLast Name
Manager up to $10K

First NameLast Name
Director up to $50K

First NameLast Name
VP up to $300K

First NameLast Name
EVP up to $10M

First NameLast Name
Should be Empty: