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New Accounts Set-Up Procedure & Request
New Account Set-Up Procedure:
In order to set up a new account, you first must have money to be deposited.
The PAF Team will not set up an account without money to be deposited.
The Development Office also requires the following information in the form of a memo request after depositing the money you have received:
- PI/Org Manager Name
- Restricted or Unrestricted Account
- PeopleSoft Department Name
- PeopleSoft Department Code
- Title of the Account
- Name of School
- Donor Intent
- Original Signaturesfrom the following personnel:
- Chair (or School equivalent)
- Chief Business Person
- PI/Org Manager
NOTE: ONLY a memo request with the original signatures of the representatives listed above will be accepted – COPIES WILL NOT BE ACCEPTED. Once a completed new account set-up request is received, it will take 12-15 working days for the account to be set up.
Funds for Deposit:
The Development Office will hold the funds in a temporary holding account until the new permanent account is set up. Send your memo request along with monies for deposit to:
Office of Development
UCT 1200
Attention: Sally Anderwald
Questions: Contact Sally Anderwald at 713-500-3075 if you have questions or need more information.