Funds Management
Accounting for income and expenditures in Stanford's fund accounting environment
Downloadable and on-line forms related to funds management:
- iJournals Responsibility Request
- iJournals Upload Template
- iBudgets Upload Template
- Withdrawal Guidelines / Form for True Endowment Funds
- Investment and Withdrawal Guidelines / Form for Funds Functioning as Endowment Between $100,000 and $500,000
- Investment and Withdrawal Guidelines / Form for Funds Functioning as Endowment Greater than $500,000 (FFE)
- PTA Request Forms:
- Non-Sponsored PTA Setup (e.g., Other Designated, Operating Budget, Expendable or Endowment Gift PTAs) is online using PTA Manager
- Sponsored Research PTA Request Forms (multiple varieties on DoResearch web site)
- Form 1 (Capital Projects requiring a jurisdictional permit and plan check)
- Capital Projects PTA Request (when Facilities Form 1 is NOT required)
- Request for Establishing a New Service Center