Faculty

Request for Salary or OPS Transfer

When an account has been improperly charged and the charges need to be moved to another account, you can request a transfer of the charges using the form "Request for Salary or OPS Transfer". The need for the transfer could be the result of an account having a negative balance, the department receiving a new grant but the funds not being released timely, maybe a delay in processing the paperwork, etc.

The following forms are required:

Request for Wage Transfer Form

2. Process only one payperiod per cost transfer form.

3. Attach a copy of the cost distribution register.

4. Attach a 260H form.

If you are charging a sponsored research grant (fund 655002) the forms will be routed through Contracts & Grants for approval before going to Payroll for processing.

If you are charging the Shands or VA account for payroll and fringes, the cost transfer must be processed and reallocated during the current fiscal year. You CANNOT transfer charges from one fiscal year to another fiscal year because the Shands and VA accounts are Contractual Agreements and reconciled the end of the fiscal year.

When you find that a resident or any type OPS appointment has been paid from an incorrect account, please process your Cost Transfers ASAP.

Payroll will send the department a cost distribution register stamped "Reallocation". This cost distribution register must be compared to the original cost distribution register for the employees involved. This is a corrected cost distribution register and it reflects the charges remaining in the account originally charged. There will also be a cost distribution for the new account being charged.

You cannot move charges crossing the fiscal years that involve state accounts. Grants can be moved for the prior and current fiscal year.

*Include Social Security Number on cost transfer forms.

Please include on all documents, the Signature Block for Tom V. Harris, Assistant Vice Presidentfor Health Affairs on all Cost Transfer documents. If the document hasthe word "Dean", please type Tom's signature block. If the form has no signature line for the Dean's Office, College of Medicine, you must type in Tom Harris' signature block. Failure to include the signature title will result in your Cost Transfers being returned to your department.