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: