Financial Services Chartfield Request

Use this form to request a new or update an existing CFS Chartfield code. Review Campus Chartfield definitions here or additional system-wide information can be found by reviewing the CFS COA Position Paper. 

*Please note, this form is NOT itended to be used for Facilities Project Request Forms. Please visit the Budget Website to complete a Facilities Project Chartfield Request Form

Sample description field.
For Funds or Accounts use first day of current fiscal year.
Chartfield naming convention: Indicate value to add, modify, inactivate or reactivate
If you are familiar with the Chartfield naming convention enter value, otherwise leave blank
Project Information
Fund Information
Required information. Leave fields blank if unknown. *If adding a new trust fund, you must also submit a Trust Fund Agreement form. NEED TO LINK THIS
Limited to 30 Characters
Required Information. Leave fields blank if unknown
Chartfield Requester Information
Use format.