Your Name *
|
Your Email Address *
|
Department For Which The Changes Should Be Made: *
|
What type of change are you requesting? *
|
Student Account ChangesIf you want a new account to be applied to student employees, please indicate the details by filling out the Student Account Change Form.
|
Add a new Account and COA
|
What is the New Account Name?
|
What is the new Account COA?(use periods between segments, do not add the fund, ledger account or spend category ) Example: CO01.Grant/Gift/YD.Cost Center.PG.PJ.Assignee (if applicable)
|
Have you validated this COA?
Please Validate Here: Yale COA Validator
|
Remove an Account (COA) from my Department List
|
What is the Account Name?
|
What COA is associated with this Account name?(use periods between segments, do not add the fund, ledger account or spend category ) Example: CO01.Grant/Gift/YD.Cost Center.PG.PJ.Assignee (if applicable)
|
On what date would you like to deactivate the Account?
|
Have you confirmed there are no students currently assigned to this account?
Please check the Business Manager View of Hires and Accounts page to confirm.
|
Change an Account NamePlease note- this section is for Account Name Changes Only. Please use the section below if you need to change the COA.
|
What is the name of the current Account?
|
What COA is associated with this Account name(use periods between segments, do not add the fund, ledger account or spend category ) Example: CO01.Grant/Gift/YD.Cost Center.PG.PJ.Assignee (if applicable)
|
What would you like to name the new Account?
|
Change the COA associated with an existing AccountPlease note- all students currently assigned to this Account/COA will be changed to the new one when these changes take effect.
|
What is the current COA(use periods between segments, do not add the fund, ledger account or spend category ) Example: CO01.Grant/Gift/YD.Cost Center.PG.PJ.Assignee (if applicable)
|
What is the new COA?(use periods between segments, do not add the fund, ledger account or spend category ) Example: CO01.Grant/Gift/YD.Cost Center.PG.PJ.Assignee (if applicable)
|
What is your reason for changing the COA?
|
Please indicate your understanding of the following: - ALL STUDENTS assigned to the current COA will be reassigned to the new one.
- The current COA will not be saved in our system, and will have to be re-entered if you want to use it again in the future
|
Have you validated this COA?
Please Validate Here: Yale COA Validator *
|
Additional Comments:
|
This Step must be completed |
|