Systems and Procedures
A Division of The Corporate Controller's Office


Table of Contents:


Although a transfer accountability log is preferred for frequent transfers, the Accountability Transfer Form may be used to provide a means of accounting for the transfer of money or documents between areas.

General Information:

Exhibit and Instructions:

To view document exhibits, click on link below:

Accountability Transfer Log Exhibit

Form Requirements:

No form may be used that substitutes for an approved official University form without prior review and approval by the steward of the form/central office, as facilitated by the Office of Systems and Procedures (designated representative of the Corporate Controller). See Policy FN17 - Required Use of Approved University Forms Appearing in the General University Reference Utility (GURU) for full details.

GURU PDF forms are designed for use with Adobe Acrobat Reader or Adobe Acrobat Pro. Each browser (Chrome, Firefox, Internet Explorer, etc) has a built-in PDF viewer making it the default PDF viewer without asking users. These built-in viewers do not necessarily support all features required for PDF Forms. Similarly, many calculations are not supported by other stand-alone PDF readers (for example, Nuance). If you experience problems downloading or opening documents, right click on the link on the Forms Locator Screen, select 'Save Link As' (or similar language) and save the file. The document can then be opened in either Adobe Acrobat Reader or Adobe Acrobat Pro from the saved location.

The latest version of Adobe Acrobat Reader is available for free. Contact your IT support staff person for downloading assistance, if/as needed. An Adobe Creative Cloud (CC) account is also available to all Penn State students, faculty, and staff members, at no cost. Sign up for an Adobe Creative Cloud account at If Adobe Acrobat Pro better suits your needs, contact your IT support staff person for purchasing and installation assistance.

If you encounter any difficulties, contact the GURU support staff by submitting a Technical Support Form request or by calling the tech support line at 814-863-8592.

Number of Copies and Ultimate Distribution:

Table of distribution and retention of the Accountability Transfer form
Ultimate Distribution: Retention Periods:
Original White "Transfer from" area Until a deposit has been traced to a budget report, or as long as individual protection is desired.

Where to Send Completed Forms:

To be retained by the area transferring the monies (or documents) in order to maintain signed evidence of the transfer.

Contact Information:

To questions, additional details, or to request changes to this form, please contact your Financial Officer.

Cross References: