University of St. Thomas
Banner FUND Application, Maintenance and Security Form
Page 1
Section 2: APPLICANT INFORMATION
Full Name
User (ex. jwsmith)
Employee Class
Faculty
Staff
Student
Other
Section 3: FUND TYPE
Fund Type
Endowment
Restricted
(If checked, fill out
section below endow
)
Gift Type
Aid Departmental
Other
(If checked, see aid section)
Date received Date
Source Source
Amount Amount
Section 1: Fund Information
Fund Description
Org code (required)
Assigned delegate (required)
Assigned budget manager (required)
Fund
Org
Program
Index
Plant Project
Amount received to date:
Amount received in future:
Endowment Information
Yes
No N/A
Are earnings to be reinvested in the endowment account?
If yes, how long?
Total anticipated funding for account
Donor Banner ID
Completed By Date
Controllers Office
Finance Security Administrator
(for application level security grants, forms, values)
Approval Queues
FOMPROF
Controller’s Office Use Only
Fund classification:
Unrestricted
Temp. Restricted
Perm. Restricted
FTM FUND
FTM FBAL
FTM ACCI
ReportNet
University of St. Thomas
Banner FOAPAL Application, Maintenance and Security Agreement Form
Page 2
Restricted Information
Scholarship restrictions
None Listed below
Will forward
Attached
Restrictions listing
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