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Chart accounts request form

Chart accounts request form 2026

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The document is a 'Chart of Accounts Request' form used by the Florida Institute of Technology to request the creation of new financial accounts, funds, or organizational codes. It includes sections for general information, details about the requested account type, funding sources, intended customers, and necessary approvals. The form aims to standardize record-keeping for financial management within the institution.

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Click ‘Get Form’ to open the chart accounts request form in the editor.
Begin by entering the effective date of your new request at the top of the form. This is crucial for tracking purposes.
Select the type of request you are making by checking one of the boxes: Index, Fund, Org, Account, or Activity Code.
If you selected 'Fund', specify which type of fund you are requesting by checking the appropriate box from the options provided.
Fill in your general information including contact name, title, phone number, email, and department name. Ensure all required fields are completed.
If applicable, complete the section for Fund or Org requests by providing a suggested name and purpose for the fund/org.
For account number requests, provide a suggested five-digit number and describe the associated activity clearly.
Finally, review all entries for accuracy before submitting via fax or email as instructed at the bottom of the form.

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2017	4.8 Satisfied (91 Votes)

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How to develop a chart of accounts?

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Can a small business use a simple COA?

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Chart accounts request form 2026

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