REQUEST FOR BUDGET TRANSFER (FORM 310) VS.
INTERDEPARTMENTAL EXPENSE REQUEST (FORM 210)
REQUEST FOR BUDGET TRANSFER (FORM 310):
The Request for Budget Transfer form is used when requesting a transfer of budget funds from
one object line to another within an organization (to cover expenses that have already been
incurred or in anticipation of additional expenses on a particular object line). It may also be used
to reassign funding from one organization to another or to request an additional allotment of funds.
The current version of the form (dated 7-01-03) is divided into two sections:
Request to Transfer Funds:
Use when moving funds from one object line to another within an organization or from one
organization to another.
Request for Additional Departmental Budget Allocation: Use when requesting additional
In general, it is allowable to transfer funds from one non-personnel line to another non-personnel
line. Transfers from non-personnel lines to personnel lines are sometimes allowed and must have
Budget Office approval. Transfers from personnel lines to non-personnel lines are generally not
The budget code sections should include the complete FRS account information (6 digit account
plus 4 digit subcode).
Following the “Request for Additional Departmental Allocation” section, there is a “Reason for
Transfer or Additional Funds” space that must be completed for all types of requests.
Approvals: Section 1 requires the approval of the dean or the area vice president prior to
submission to the Budget Office. Section 2 must be approved by the area vice president prior
to submission to the Budget Office.
The form is currently produced in triplicate. All three copies of the form should be submitted to
the Budget Office. One of the copies will be returned to the organization manager following entry
in the financial system.
Questions regarding the budget transfer form should be addressed to Gloria Guzman, Budget
Coordinator, FMH 417, Ext. 4982 or Carol Murabito, Budget Office, FMH 418, Ext. 3182.
INTERDEPARTMENTAL EXPENSE REQUEST (FORM 210):
The Interdepartmental Expense Request (Expense Transfer) form is used to charge one account
for an expense and credit another account.
For example, if a check request is submitted with the wrong subcode or there is a data entry error,
the expense request transfer enables the correction by authorizing a debit to the account that
should have been charged and a credit to the account that was charged in error. It may also be
used to charge one account for a service and credit the account providing the service. The top
copy of the form should be sent to Linda Berkman, General Accounting Manager, Controller’s
Office, FMH 536. The yellow copy should be retained by the department being charged and the
pink copy should be retained by the department being credited.
Questions regarding the status of Interdepartmental Expense Requests should be directed to
Linda Berkman, Manager of General Accounting, Ext 4971.