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Office of Student Life

Transferring Funds

You can transfer funds from your organization's account to any other registered campus organization with an OSL account. No backup documentation is necessary to complete a transfer.

To perform a transfer:
  1. Verify the full name of both your organization and the organization you are transferring money to. You can find full names by accessing Browse Organizations. (Account numbers are not required for this transaction.)
  2. Log in to OrgSync and navigate to the Accounting Request form. Tip: You can also find this form in the "Forms" tab of the Campus Organizations (OSL) portal and your organization's portal.
  3. Complete the form:
    1. Indicate "Transfer to OSL Campus Orgs Trustee Account" as the transaction type.
      Transaction Type field
    2. List the organization you are transferring money to in the Payee field.
    3. Provide a description, which will be listed in the memo line of the transfer transaction.
    4. No backup documentation is necessary to complete a transfer.
  4. Submit the form. You will receive an approval notice from the Campus Organizations Accountant when the transaction is complete. 

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