SPECIAL REQUEST FOR CHECK
Systems and Procedures
A Division of The Corporate Controller's Office
IN

SPECIAL REQUEST FOR CHECK

Table of Contents:


Purpose:

The IBIS form " SRFC " is mandatory. These instructions apply to the paper version only . The Special Request for Check is not a Purchase Order , and Purchasing Services should be contacted to clarify whether a Purchase Order , Limited Order , or Special Request for Check " SRFC " should be used. If a Purchase Order or Limited Order has been prepared, do not process invoices on a Special Request for Check .

General Information:

Exhibit and Instructions:

To view the exhibit and instructions, click on the link below:

Special Request for Check (SRFC) Exhibit

All versions of the PAPER Special Request for Check form are valid as long as it is used only for wire transfers and foreign drafts.

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. 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 Request for Refund Request form
Ultimate Distribution: Retention Periods:
(after settlement)
Original White Accounting Operations Refer to Financial Record Retention Schedule
1st Copy White Budget Executive/Budget
Administrator/Campus Business
Office/Financial Officer
Current fiscal year +1 year
2nd Copy White Originating Office Current fiscal year +1 year

Where to Send Completed Forms:

Complete the form and obtain the required approvals per Policy FN18 and submit the form to the Financial Officer in your area. Attach the appropriate support documents, as applicable.

Contact Information:

For questions, additional details, or to request changes to this form, please contact Systems & Procedures.

Cross References:


(10-21-11)