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.