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Institutional Trust Funds


Financial Services


 


CHANGES IN INSTITUTIONAL TRUST FUNDS

Changes in disbursing authority and/or address, fund name, source of funds, or purpose should be requested by completing a revised Fund Authority Form.  The revised Fund Authority Form should be routed through the same approval process as a new Fund Authority Form (see"Establishing an Institutional Trust Fund"). 

Significant correspondence regarding the trust/special fund should be copied and forwarded to the Institutional Trust Fund Office to be placed with the fund documentation.      

A new fund should be requested if significant amounts are received which do not fit the description of an existing Trust/Special Fund.

Changes in organizational codes should be reported to the Institutional Trust Funds Office as soon as possible via a revised Fund Authority Form.