Forms

For best compatibility, please download forms before filling them out – do not complete forms in web browsers.

Internal Financial Transactions (IFT)

Information and downloads for IFTs, including Signature Authorizations, are available here.

IFT information and forms

Request to Fill Position (RF1) Form

Please submit completed RF-1 forms to budget_rf1@etal.uri.edu.

download rf-1 form

Budget Transfer

Departments may submit their Budget Transfers by email to the Financial Strategy & Planning office.

General Transfer Guidance

Review this memo prior to submission of budget transfers for guidance and reminders.

See Communication

Helpful Tip

Learn how to check an expense budget in PeopleSoft.

Video tutorial

FY25 Budget Transfer Form

Please submit completed transfer forms to:
budget_transfers@etal.uri.edu

download form

Student Graduate Assistant Forms (SGA)

Please Note: The Office of Financial Strategy & Planning no longer facilitates the SGA Payment Forms. Please see the links below to access these documents.

SGA-1U/2U – URI Enrollment services
sga-1g/2g – uri graduate school

Chartfield Request Forms (CFS)

DOWNLOAD CFS request form

Closing a CFS

  1. Please review the CFS in detail to ensure that all adjustments have been made to zero out any activity in all categories (i.e. expense, encumbrance, payroll, revenue, etc.). Please contact the Associate Controller to ensure that all transactions have been closed.
  2. After receiving confirmation from the Associate Controller that the CFS is clear, please send an email to financial-strategy-planning-group@uri.edu indicating that you want to close a CFS and why. The individual sending the email must be the responsible person listed on the CFS, or copy in the responsible person listed.