.100 General
Signature Authorization is required to document approved signatures of individuals authorized to sign financial transaction documents for all active DeptIDs. This includes, but is not limited to: PAR forms, Human Resources transaction documents for personnel, purchase documents, vendor invoices, travel reimbursements, other payment documents, Agency Transaction Vouchers (ATV), and Student and Wage Employee Time Sheets.
The Finance Office will forward Signature Authorization listings to all departments and offices at the beginning of the Fall semester. Upon receipt of the listings, departments should review and make any necessary changes to the listings and return the approved listings to the Finance Office, MSC 5719. Departments should use the Signature Authorization Form to make any corrections to signature authority during the year.
.200 Control Responsibilities
.210 Finance Office
- Maintain a current electronic list of approved signatures.
- Provide campus departments with change forms on the web for updating Signature Authority.
- Request campus-wide update to all listings as deemed necessary.
- Provide access to the electronic file of approved signatures to departments that need signatory information.
.220 Department
- Maintain a copy of each completed Signature Authorization form and each corrected listing.
- Submit corrected Signature Authorization listings to the Finance Office annually for signatory changes during the year and as requested by the Finance Office.
.300 Form Preparation and Submission
.310 Signature Authorization Forms
.311 Required
This form is required to document approved signers for financial transaction documents for all active DeptIDs. This includes but is not limited to: PAR forms, Human Resources transaction documents for personnel, purchase documents, vendor invoices, travel reimbursements, other payment documents, Agency Transaction Vouchers (ATV), and Student and Wage Employee Time Sheets.
.312 Where to Obtain Blank Forms
Blank forms are available ONLINE.
.313 Number of Copies/Where to Send Completed Forms
Complete one form and forward to the Finance Office, MSC 5719,
Fax # 568-3346
.314 Form Preparation Instructions
Following are detailed instructions for the preparation of the Signature Authorization Form.
| Name of the Division | Select one. | |
| Division Head | Select one. | |
| Name of the College or the AVP Area | Enter the name of your college or AVP area (example - College of Arts & Letters, Business Services, etc.). If the DeptID is assigned directly to the Division, you will not need to complete this section. | |
| Name of the Dean or AVP | Enter the name of your Dean or AVP. If the DeptID is assigned directly to the Division, you will not need to complete this section. | |
| Name of the Department | Enter the name of your department. If the DeptID is assigned directly to either the Division or the Dean/AVP, you will not need to complete this section. | |
| Name of the Director or Department Head | Enter the name of your Director or Department Head. If the DeptID is assigned directly to either the Division or the Dean/AVP, you will not need to complete this section. | |
| Fiscal Contact Name | Enter the name of the Fiscal Contact for this DeptID. The person designated as Fiscal Contact would answer general questions regarding the DeptID. | |
| Fiscal Contact Phone | Enter the Fiscal Contact's phone number. | |
| Fiscal Contact MSC | Enter the Fiscal Contact's mail stop code (MSC). | |
| DeptID | Enter the six-digit DeptID for which signature authorities are being changed. | |
| DeptID Name | Enter the official name of the DeptID for which signature authorities are being changed. | |
| P.I. of DeptID (Grants Only) | For grants only, enter the name of the P.I. (principal investigator) for this DeptID. | |
| Travel Approver | Enter the name of the Travel Approver for this DeptID. The person designated as Travel Approver will be part of the approval workflow in ChromeRiver when a travel or individual reimbursement is allocated to the Department. | |
| Travel Reviewer (Academic Affairs Only) | Enter the name of the Travel Reviewer for this DeptID. The person designated as Travel Reviewer will be part of the approval workflow in ChromeRiver when a travel or individual reimbursement is allocated to the Department. | |
| Action | To add a new authorized signer, choose "Add Signer." To change a current authorized signer, choose "Change Signer." To delete an authorized signer, choose "Delete Signer." | |
| Names of Authorized Signers | Type the name(s) of employee(s) you are adding, changing or deleting as authorized to sign financial transaction documents for this DeptID. | |
| PeopleSoft Employee ID Number | Enter each authorized signer's PeopleSoft ID number. This is the number found on the employee's payroll advice and JAC card. | |
| DeptID | Enter the six-digit DeptID – same as entered in top portion of form. | |
| Authorization Areas - (Time Sheets, Expenditures, PAR/Personnel, Budget) | When adding or changing authorization areas for a signer, be sure to indicate ALL areas of authorization that will apply for that signer. When making a change to a current signer, the new line of information will supersede all previously submitted information for that signer. When deleting a signer, choose " Delete Signer " and all authorizations will be deleted. For Time Sheets – choose either " Entry and Approval " or " Entry Only. " If no signature authority for time sheets is being given, choose "No Authority." For Expenditures, PAR/Personnel, and Budget – Insert an "X" in each category for which the signer will be authorized to sign. |
|
| Approving Authority Name | Type name of Approving Authority. | |
| Title | Enter the title of the Approving Authority. | |
| Effective Date | Enter the date changes are to go into effect. |
Mail completed form to the Finance Office, MSC 5719 or Fax # 568–3346
