CHANGES IN INSTITUTIONAL TRUST FUNDS

Anticipated changes in disbursing authority and/or address, fund name, source of funds, or purpose should be reported to the Trust Funds Office so that a revised authority may be prepared.    

Significant correspondence regarding the trust/special fund should be copied and forwarded to the Special Funds Office to be placed in the official fund folder.      

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.