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
Chrome Web Store
It looks like you haven't installed the Fill Chrome Extension Add to Chrome