Texas State University-San Marcos
Office of Sponsored Programs
Cost/Revenue Transfer Form
(Please return to Office of Sponsored Programs, JCK 420 for processing)
Type of Transfer:
1.
 Correction of Error
 Over Expenditure – Non Payroll, Move Expense
 Over Expenditure – Payroll, Move Revenue to Cover
 Disallowed Cost
 Payroll Error
 Residual Funds
Describe in detail why the expenditure(s) or revenue should be transferred:
Attach a copy of the ledger sheet with the expenditure(s) highlighted. This will provide the appropriate expenditure identification
information including g-codes. OSP will not process cost transfer form if adequate supporting documentation is not attached.
2.
What is the amount and account the expenditure/revenue is being moved from?
Amount $______________ Document Number:____________________________________________
Cost Center/Internal Order/WBS:_______________
Account Name: ________________________________
Fund: _______________________
*I certify that to the best of my knowledge the above transfer is appropriate for the account that it is being moved from.
_________________________________________ __________
Account Manager / Principal Investigator
Date
3.
Why was this expense/revenue initially charged to the account from which it is now being transferred?
4.
What is the name & number of the account to move the expenditure/revenue to?
Cost Center/Internal Order/WBS:______________ Account Name: _____________________________
Fund: _______________________
5.
How is the expense/revenue appropriate for the account it is being moved to?
*I certify that to the best of my knowledge the above transfer is appropriate for the account that it is being moved to.
_________________________________________ __________
Account Manager / Principal Investigator
Date
Office of Sponsored Programs Use Only (Please initial verifications made)
Verified?
Verified?
Verification of Account Number
Verification of Amount to Be Transferred
Verification of Adequate Balance in Account
Grants Accountant
Date
Verification of Account Manager Approval
Verification of Cost Transfer Justification
Verification of Start and End Dates if a Sponsored Program Account
W. Scott Erwin, Director
Date
Form GCA CT-1