1. Your Name
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2. Your Email Address
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3. Department For Which The Changes Should Be Made:
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4. What type of change are you requesting?
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Student Account ChangesIf you want a new account to be applied to student employees, please indicate the details by filling out the Student Account Change Form.
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Add a new Account and COA
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5. What is the New Account Name?
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6. What is the new Account COA?(use periods between segments, do not add the fund, ledger account or spend category ) Example: CO01.Grant/Gift/YD.Cost Center.PG.PJ.Assignee (if applicable)
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7. Have you validated this COA?
Please Validate Here: Yale COA Validator
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Remove an Account (COA) from my Department List
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8. What is the Account Name?
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9. What COA is associated with this Account name?(use periods between segments, do not add the fund, ledger account or spend category ) Example: CO01.Grant/Gift/YD.Cost Center.PG.PJ.Assignee (if applicable)
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10. On what date would you like to deactivate the Account?
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11. Have you confirmed there are no students currently assigned to this account?
Please check the Business Manager View of Hires and Accounts page to confirm.
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Change an Account NamePlease note- this section is for Account Name Changes Only. Please use the section below if you need to change the COA.
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12. What is the name of the current Account?
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13. What COA is associated with this Account name(use periods between segments, do not add the fund, ledger account or spend category ) Example: CO01.Grant/Gift/YD.Cost Center.PG.PJ.Assignee (if applicable)
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14. What would you like to name the new Account?
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Change the COA associated with an existing AccountPlease note- all students currently assigned to this Account/COA will be changed to the new one when these changes take effect.
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15. What is the current COA(use periods between segments, do not add the fund, ledger account or spend category ) Example: CO01.Grant/Gift/YD.Cost Center.PG.PJ.Assignee (if applicable)
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16. What is the new COA?(use periods between segments, do not add the fund, ledger account or spend category ) Example: CO01.Grant/Gift/YD.Cost Center.PG.PJ.Assignee (if applicable)
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17. What is your reason for changing the COA?
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18. Please indicate your understanding of the following: - ALL STUDENTS assigned to the current COA will be reassigned to the new one.
- The current COA will not be saved in our system, and will have to be re-entered if you want to use it again in the future
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19. Have you validated this COA?
Please Validate Here: Yale COA Validator
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20. Additional Comments:
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This Step must be completed |
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