Instructions for Completing the
Request for Budget Revision and/or Transfer Form
1. Use this form for:
a. Budget Revisions (to increase or decrease a Banner Index without affecting another
Banner Index),
b. Budget Transfers (from one Banner Index to another).
2. Use Detailed account codes (i.e. 62101, 72110, 75101 etc.) in the Account Code column.
3. Please use this form for budget revisions or transfer ONLY. Do not use this form if you can
complete the budget transfer through Banner Self Service Finance. Do not use this form to correct
accounting errors, to charge other departments, or similar entries. NOTE: Use the on-line journal
voucher form which is available on the Business Office website:
http://www.stthomas.edu/businessoffice/Faculty_staff/OnlineJournalVoucher.htm
4. Do not use this form for restricted funds (6-digit Banner Indexes). Budget changes CANNOT be
made in restricted accounts. Call the Controller’s Office at Ext. 2-6105 if you have any questions.
5. Complete an explanation for each request. Your explanation on line ( a ) will appear on your
department reports. Use line ( b ) to aid the Budget Office in understanding the nature of the
request.
6. Approvals:
a. The person preparing the form (initiator) should PRINT his/her full name, mail #, date and
phone number in the appropriate area.
b. The department head must sign, date and forward the request to the responsible vice
president.
c. The vice president must sign, date and forward the request to the Controller’s Office
(AQU219).
d. The vice president for Finance and Administration will sign and date the form and return it
to the Controller’s Office.
7. The form will be processed in the Controller’s Office and an email will be sent to the initiator when
processing is completed.
