Business Services 32 Campus Drive Missoula MT 59812 Phone: (406) 243-6260 FAX: (406) 243-4929

Request to Establish a New Index (Non-Grant) Form

Important Note: Complete & Print Form. Obtain Signature & Route to Accounting Services. Name:      Department:

New Index Title: Effective Date (Payroll expenses incurred prior to this date will not process):

Period of Time Index Required   From:   To:   Indefinitely

Fund Type (Select One)

Gen'l Op (State)  Restricted  Designated

Auxiliary  Loan  Endowment

Plant  Agency

Will this index retain it's own distinct fund balance?   Yes  No

Functional Activity of Operations (select one):

Instruction  Research  Public Service  Agency Program

Academic Support  Student Services  Institutional Support

Plant Operation/Maint  Scholarships  Auxiliary Operations

Enter brief narrative of proposed activity for this index:

Income Source:

Will sales be made or services provided to the general public?

Yes

No

Will this account generate revenue from advertising, royalties or rents?

Yes

No

Will revenues be collected from students through the registration system?

Yes

No

Will this account receive donations from UM Foundation or private sources?

Yes

No

Will this account receive research/grant revenue?

Yes

No

Org Number:      Org Title:

Name/Title (Responsible Individual):

Does individual have a current Banner User ID?  User ID#:   No

Submitted By Signature:                                                      Date:

Dean/Director/Chair Signature:                                                      Date:

See attached Instructions & Definitions. Contact the Banner Finance Security Coordinator in Business Services - Information Systems Support with User ID's of the individuals needing access to this index code.

Business Services Use Only: Accounting Services Approval:                                                      Date:                                 Banner:             Fund:                Org:                Prog:                Index Code: