| What to do |
How to do it |
| 1 |
Locate your department copy. |
- If your department filed copies of the original signature authorization request, locate a copy and proceed to Step 4.
- If you can't locate a copy of the original signature authorization, proceed to Step 2.
|
| 2 |
Access the form. |
- Review the Personal Notification Statement.
- Download and print the Signature Authorization form (PDF) (Excel).
|
| 3 |
Complete Section 1: Employee Information. |
- Provide this information about the employee who will receive signature authority:
- Full name
- Title
- Department name
- Extension
- Employee number
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| 4 |
Complete Section 3: Action to be taken.
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- To change the organization/ fund(s) that the employee can authorize, check box C.
- To change the type of transactions that the employee can authorize, check box D.
- Provide this requestor information:
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| 5 |
Complete Section 4: Type of Delegation. |
- If the employee will authorize transactions on behalf of the department chair at all times:
- If the employee will act as an alternate and authorize transactions ONLY in the department head's absence:
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| 6 |
Complete Section 5: Organization and Fund Information.
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- If you are canceling authorization for an organization/ fund:
- Check the Cancel box that corresponds to the fund to be canceled.
OR
- Check the Cancel box and list the following organization/ fund information in the table provided:
- Organization name
- Organization number
- Fund number
- If you are adding authorization for an organization/ fund:
- List this organization/ fund information in the table provided:
- Organization name
- Organization number
- Fund number
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| 7 |
Complete Section 6: Types of Transactions. |
- If you are changing the type of transactions that the employee can authorize, check the appropriate boxes.
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| 8 |
Skip Section 7: Department Head's Signature. |
- The Department head's signature IS NOT required when changing an existing signature authorization.
Note: Please be sure to provide the requestor's information in Step 4 so that you may be contacted if necessary.
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| 9 |
Update or make copies. |
- If you are modifying a department copy of the original signature authorization request, update your department records.
- If you are completing a new Signature Authorization form:
- Make two copies.
- File the copies in case you need to change or cancel this request in the future.
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| 10 |
Submit the request. |
- Submit the completed Signature Authorization form to Disbursements,
Mail Code 0955.
The turnaround time for processing your request is approximately three to four days from the date Disbursements receives your completed form.
Note: If your department processes expenditure requests electonically, notify your DSA about the changes in the signature authorization.
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