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Budget Transfers – A budget transfer is a process where budget can be moved from one department/account to another department/account within the same trust fund.  These are now completed online in CFS.  Use the Budget Transfer Job Aid.pdf for instructions. 

Position-Funding-Form.xlsx - This form is used to update the funding source for positions in CMS HR.  In order for the funding change to be reflected in the current month’s payroll cycle, we request that the PFF be received at least one week before the last day of the month.

Payroll-Adjustment-Spreadsheet.xlsx - This form is used to correct a prior period payroll expense.  

Trust agreement forms

How-to-Request-a-New-Trust-Fund.pdf
Trust Fund Template for Student Org-Clubs.docx
Trust Fund Template for Special Funds-Projects Agreements.docx

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