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Newtrustfundagreementform

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U.S.A. forms for California State University Channel Islands

BROWSE CALIFORNIA STATE UNIVERSITY CHANNEL ISLANDS FORMS

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CALIFORNIA STATE UNIVERSITY CHANNEL ISLANDS
Page 1 of 2
NEW TRUST FUND
AGREEMENT FORM
REVISED January 2015
FISCAL YEAR
Questions? Email Budget & Planning at budgetstaff@csuci.edu.
EFFECTIVE DATE EXPIRATION DATE
FUND/PROJECT TITLE: DEPARTMENT TO BE USED WITH NEW FUND:
Note: All Trust Funds are subject to bi-annual renewals. The minimum revenue threshold for a new fund is $500.00 per year (exceptions
allowed on a case by case basis). Please provide detailed answers to all of the questions listed under Justification for the New Fund, including
projected uses and revenue sources of new fund. Also, attach any additional documents for the fund.
1.
PURPOSE (DESCRIBE PURPOSE OF TRUST FUND)
2.
SOURCE OF FUNDS (SPECIFY SOURCE OF FUNDS)
3.
TYPES OF EXPENDITURES (DESCRIBE THE TYPE(S) OF EXPENDITURES PERMITTED FROM THIS FUND)
4.
AGREEMENTS, RESTRICTIONS, REPORTING REQUIREMENTS (ATTACH SUPPORTING DOCUMENTATION IF APPROPRIATE)
5. EXPECTED DURATION/TIME CONSTRAINTS (PLEASE INDICATE END DATE OR "INDEFINITE")
6. DISPOSITION OF FUNDS AT TERMINATION OF PROJECT/INSTRUCTIONS FOR CLOSING THIS ACCOUNT (APPROVAL REQUIRED BY THE
UNIVERSITY CONTROLLER/AVP OF FINANCE)
7. PLANNED USE OF FUND BALANCE
DIVISION OF BUSINESS AND FINANCIAL AFFAIRS USE ONLY.
FNAT KEY SCO FUND CSU FUND FUND DEPT
Authorization Reference:
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CALIFORNIA STATE UNIVERSITY CHANNEL ISLANDS
Page 2 of 2
NEW TRUST FUND
AGREEMENT FORM
REVISED JANUARY 2015
AUTHORIZED SIGNATURES FOR DISBURSEMENT
DESCRIPTION
PRINTED NAME
SIGNATURE
DATE
Project Coordinator
Budget Officer
AVP
VP of Division
By checking this box, the above noted signatories certify they have read and agree to all financial requirements for this trust fund agreement. They
confirm that any expenditure activity authorized by the authorized signer(s) noted above will conform to California State University Channel
Islands and CSU Trustee policy, specifically Trust Fund Projects, and follow sound budgetary and fiscal practices.
TRUST BUDGET - CURRENT FISCAL YEAR
SOURCES OF FUNDS (Revenue)
(if applicable, current fee level $
)
Project Beginning Balance
Revenue from Students
Revenue from Outside entities
Other (Please Specify)
Amounts ($)
TOTAL PROJECTED SOURCES OF FUNDS
(include Projected Beginning Fund Balance)
USE OF FUNDS (Expense)
Personal Services
Operating Expense and Equipment
Travel
Financial Services Fee
Other (Please Specify)
TOTAL PROJECTED USES OF FUNDS
PROJECTED FUND BALANCE AT FISCAL YEAR END
DIVISION OF BUDGET & FINANCIAL AFFAIRS USE ONLY
NO CHANGES CAN BE MADE TO INFORMATION. CONTACT BUDGET & PLANNING FOR CHANGES.
APPROVAL SIGNATURES
PRINTED NAME
SIGNATURE
DATE
Controller
Associate Vice President,
Financial Services
Date Received Effective Date
ADMIN FEE %
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Completed 14 February 2020

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