Fillable Gifts, Endowments and Trusts TR01 APPLICATION TO OPEN (University of Windsor)

Fill Online, Printable, Fillable, Blank Gifts, Endowments and Trusts TR01 APPLICATION TO OPEN (University of Windsor) Form

Use Fill to complete blank online UNIVERSITY OF WINDSOR pdf forms for free. Once completed you can sign your fillable form or send for signing. All forms are printable and downloadable.

Gifts, Endowments and Trusts TR01 APPLICATION TO OPEN (University of Windsor)

On average this form takes 6 minutes to complete

The Gifts, Endowments and Trusts TR01 APPLICATION TO OPEN (University of Windsor) form is 2 pages long and contains:

  • 0 signatures
  • 0 check-boxes
  • 23 other fields

Country of origin: CANADA
File type: PDF

Canada forms for University of Windsor

BROWSE UNIVERSITY OF WINDSOR FORMS

Related forms
Fill has a huge library of thousands of forms all set up to be filled in easily and signed.
Fill in your chosen form
Sign the form using our drawing tool
Send to someone else to fill in and sign.
find another form
 
Gifts, Endowments and Trusts TR01
APPLICATION TO OPEN TRUST ACCOUNTS
1. Name of Trust Account:
Department Number: __________ Department Name: ________________________
Can the capital be spent? Yes No
If YES, please note that the account will NOT bear interest.
Is the use of funds restricted by the Donor? Yes No
Is the use of funds restricted by the Board of Governors? Yes No
If YES, provide date of Board approval: _______________________
If you selected the Type "Scholarship", please fill out the Terms of Reference
here for an annual award and here for an endowment or pledge.
Provide a statement of the terms of reference of this NON-Scholarship account, detailing what
the account is used for:
2. Type of Trust Account:
If the account expenditures exceed revenues, who will be responsible? Which account will cover
the overspent amount?
Name
Ext.
Account #
Please Select
Page 1 of 2
3. Department Head Signature:
Your typed name below indicates your approval of the form and confirms that all information is
accurate.
_____________________________________ Date: __________________________
Financial Services Use Only:
Program Number: _______________________ Date: _________________________
Account Setup By: _________________________________
Descriptive Flex Field: Hierarchies:
Donor Reporting:
Sp
ending
Policy:
OTSS & OTOSF:
Funding Restriction:
Page 2 of 2
Forward this form according to the following:
Type of Scholarship Email To
Graduate Scholarships gradaward@uwindsor.ca
Undergraduate Scholarships award1@uwindsor.ca
Other/Capital Trusts stephanie.sciacca@uwindsor.ca
Please Select
Please Select
Please Select
Download
Save PDF to desktop
Email
Email completed PDF
Send for Signing
Email for others to sign
Print
Print document
Choose a Field
Click on a field and
select the person that should complete it
Want to add a signature?
You can add a signature field
and assign it to someone else
to sign
Choose a Field
Click on a field and
select the person that should complete it

Gifts, Endowments and Trusts TR01 APPLICATION TO OPEN (University of Windsor)

This document is locked as it has been sent for signing.

You have successfully completed this document.

Other parties need to complete fields in the document. You will recieve an email notification when the document has been completed by all parties.

This document has been signed by all parties.

Completed 28 July 2020

Message

View Audit Log
Print With Audit Log
Duplicate Document