Additional Resources

Banner System Access and Maintenance Forms

• Chart of Accounts Maintenance Request Form (PDF) - This form is used to request a new chart element (index/fund/organization/account), modify an existing chart element, or to terminate a chart element.
• Index/FOP Access Form (PDF) - This form lists all who will have finance access to, or be finance approvers for, each index.
  • NOTE: Each Index/FOP Access Form submitted supersedes all previous forms; please ensure that all who will need access to, or be approvers for, each index are listed, and all required signatures obtained.
  • EVERY TIME an EVP, Academic Dean, Chair, Director, Department Head, or Principal Investigator who has financial oversight responsibilities for an index changes, a new Index/FOP Access Form is required to be submitted noting the change.
  • EVERY TIME an employee has access added/removed, changes roles, changes departments, leaves the college, or is no longer responsible for financial activity of an index, a new Index/FOP Access Form is required to be submitted noting the change.
• Self-Service Banner (SSB) Authorization Request Form (PDF) - This form is used to request access to be set up in a finance security role, which allows access to view and/or approve financial transactions for specific indexes.
  • NOTE: An Index/FOP Access Form form for each index that the employee will require finance access to, or be a financial approver for, must be submitted with the SSB Form. Otherwise, finance access will not be completed until the form is received.

Study Abroad Financial Information

• Center for International education website
• Study Abroad Financial Handbook (PDF)
• Study Abroad Expense Report (Excel)