Budget and Financial Planning

Transfers of Funds (TOFs)


For Research related projects (e.g., K and T accounts, 40000 funds):
Please submit requests to the Office of Sponsored Programs. For Non-research related projects:
Please submit requests to the Budget and Planning Office for final institutional approval.

  • TOFs must be approved by the department head and appropriate Executive Committee member's office.
  • The Budget and Planning Office will only process TOFs received directly from an appropriate representative of the EC Office.
  • Please complete the form in the link below and route via email to the appropriate EC representative. Transfer of Funds Request Form

Project Closeouts

For Research related projects (e.g., K and T accounts, 400000 funds: Please see the Office of Sponsored Programs website for forms and submission instructions.

 

For Non-Research related projects: Please see the Accounting Services Section of Inside UTHSCSA Portal website for forms and submission instructions.

  • Project Closeout requests involving residual or overdraft amounts totaling $999 or less must be approved by the project approver on the account
  • Project Closeout requests involving residual or overdraft amounts totaling $1,000 to $9,999 must be approved by the project approver and department head
  • Project Closeout requests involving residual or overdraft amounts totaling $10,000 or greater must be approved by the project approver, department head, and appropriate EC representative