23-Nov-09, 03:11 AM
Main | If an Employee Leaves Umass | Telephone Listing Changes
Transferring Billing Expenses
Individuals or groups moving finances within the University will have to transfer any telecommunications expenses from their old speed type to their new speed type.
The Telecom Expense Transfer Form has several steps to it. Use this page to answer questions about each step.
If there are any questions, please feel free to call 545-5737 or try our Expense Form Frequently Asked Questions page. You can also try our Avoiding Grant Account Problems page.
Once the Telecom Expense Transfer Form is complete:
- Make a copy of the form for departmental records. Each form contains a unique
number for reference purpose. Telecom will no longer send a Confirmation
Copy to your department. Changes will be reflected on the next bill.
- Fax Future Expense Transfer Form to Telecom Systems Office at 545-1798
- Fax Past Expense Transfer Form to Controller's Office directly at
545-6088
- Forms must be received by the 15th of the month to guarantee processing
for the current month.
- When you select your department the "TUG" Rep's name and Department Information
will automatically be filled in.
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Preparer's Printed Name
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"TUG" Rep's information automatically filled in. Please complete signature section below with Preparer's Signature Info.
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Department Address
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After choosing Dept. all departmental information will automatically be entered.
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P.I.'s Signature:
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Signature of Principal Investigator required for grant accounts.
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Department Phone:
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Automatically filled in.
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New Speed Type:
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Speed Type future expenses will be transferred to.
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New Fund ID Number:
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If fund ID begins with 1(state acct) we cannot accept.
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Old Speed type:
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Speed Type expenses are currently charging to.
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Old Fund ID Number:
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Required information.
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Expiration Date (Grant Accounts Only):
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Required for ALL Grant Accounts.
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FUTURE EXPENSE TRANSFER FORM
"A" or "B" box must be selected or list under the "C" option.
Telephone Charges:
| Effective Date: |
The effective date of the transfer of telephone service
or equipment. ALL Transfer Expense Forms must be received
in the Telecom Office by the 15th of the month in order to be processed
for that month's bill. |
| Option A: |
Check this box to make no Telephone Charge Changes. |
| Option B: |
Check this box to transfer ALL Telephone
Charges and future expenses from an old speed type to the new
speed type. Note: If this box
is checked, EVERYTHING on the old speed type will be moved.
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| Option C:
List Items of Service |
Use this box to transfer INDIVIDUAL Telephone
Charges and future expenses from an old speed type to a new speed
type.
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LAN Charges:
| Option A: |
Check this box to make no LAN Charge Changes. |
| Option B: |
Check this box to move ALL LAN charges and
future expenses for the specific LAN listed below, from an old speed
type to a new speed type. Note: If this box is checked, EVERYTHING
on the old speed type will be moved. |
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Option C:
List LAN Information |
Check this box to transfer specific LAN jacks from an old speed
type to the new speed type. LAN extensions, LAN name, Jack, and Building
information is required. |
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PAST EXPENSE TRANSFER FORM
All Past expenses are handled by the Controller's Office. Please complete form and forward directly to the Controller's Office by fax at 545-6088.
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Dates that Expenses Occurred:
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Fill in time period in which the expense(s) you are transferring occurred.
Note: Moving all year-to-date expenses, will require the total dollar amount to be moved field to be completed.
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Dollar Amount(s) to be Moved:
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Fill in the total dollar amount to be moved next to the appropriate account code.
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Account Codes:
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Contact Information
Allison Finck
Billing Administrator
545-5737
phonebill@oit.umass.edu
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