Budget Office Forms

Related forms

Allocation Transfer Request from State Accounting
Account Application from the Controller's office

Transfers

Revenue Transfers

A revenue transfer is the moving of cash that has already been posted to another campus account.

Revenue Transfer Request Form

You may not process a Revenue Transfer for State Operating Accounts or DIFR accounts because they are allocation-based. Please see the Allocation Transfer Request Form.

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Allocation Transfers

An allocation transfer moves allocations between accounts or allocation categories. Transfers of allocation must be within the same funding source.

Allocation Transfer Request Form

Allocation transfer request moves are only for State and DIFR accounts. IFR or SUTRA accounts must be submitted via the Spending Plan Tool

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Other Than Personal Service (OTPS) Expenditure Transfers

OTPS Transfers move non-payroll expenses between accounts.

OTPS Expense Move Request

Whenever possible, the expenditure should be posted to the correct account at inception to avoid request transfers.

Expenditures transferred should retain their same expenditure category sub-object code as seen in BI, for example, 3001.

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Payroll Expenditure Transfers

Payroll expenditure transfer requests move payroll between accounts.

Payroll Expense Move Request

Requests can be submitted any time during the fiscal year and through mid-July, but we recommend routine account monitoring. The exact cutoff day is announced in our annual Cutoff Dates for Year-end. Payroll transfers cannot be processed for a prior fiscal year.

If you have a Student Assistant who requires future updates to their payroll account distribution, please be sure to also notify Human Resources.

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Account Types

Account Type	Begins With...	Account Purpose
State Operating	86 or below	Supported by funds from tuition revenue and NYS tax support. Part of the campus operating plan.
Dormitory Income Fund Reimbursable (DIFR)	87	Supported by room rental fees and charges. Part of the campus operating plan.
Income Fund Reimbursable(IFR)	90,91,94	Self-supported with a variety of purposes including both campus financial plan, for example Broad Based fees, and other revenue generating activities such as MOUs, release time, and Faculty startup accounts.
State University Reimbursable (SUTRA)	96	Self-supporting account used by SUNY campuses to manage revenue from summer sessions, overseas academic programs, and contract courses. Distinct from the general state-supported operating budget.
U-Wide	varies	Special initiative funds distributed separately from the campus financial plan process. These programs are administered by SUNY or other state agencies. For example; EOP, Small Business Development Center.

Faculty Startup and Retention Accounts

When faculty are hired or retention offers are made they typically receive a faculty startup. Use the below form to facilitate the creation of an account, an extension request, or account closure requests.

Faculty Startup Request Form

Following account creation, departments will be required to submit an IFR Spending Plan. Allocations will be issued upon approval of these plans, after which departments may begin to expend funds.

Account Monitoring

It is essential that account managers routinely review their accounts to ensure accuracy and promptly submit any necessary correction requests. Guidance and required details for processing these corrections are available in the Transfers section of our website. On campus, All Funds Analytics (BI) serves as our primary system for monitoring account activity and maintaining financial accuracy.