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Expenditure Transfer Request
Request a transfer of Other than Personal Service (OTPS) expenditures between accounts. This form is also used for payment of goods or services by another department on campus (Service Center recharges).
Transferring Between Funding Sources?
Two Options for Submitting Expenditure Transfer Forms
Option 1: Expenditure Transfer template for multiple transfers
Option 2: Individual Expenditure Transfer form
Option 1: Expenditure Transfer Template for Multiple Transfers (State Only)
When to Use this Option
- This Excel template can only be used for Expenditure Transfer requests or campus recharge activity between State accounts.
- This option is preferred for State accounts as it provides an efficient option to process multiple transactions for campus recharge activity and transfers needs.
- A scanned image will not appear in SIRI for Excel templates and questions regarding these transactions will be directed to the individual that submits the template for processing.
Download the Form
Instructions
- Enter all requested information into the form. Detailed instructions are included in a tab in the document.
- Submit to ubsd.stateexpensetransfer@business.buffalo.edu for processing.
Option 2: Individual Expenditure Transfer Form (State, RF, UBF)
When to Use this Option
- This form can be used for all funding sources.
- This option may be used for individual Expenditure Transfer requests.
- A scanned image will appear in SIRI for individual State Expenditure Transfer forms.
Download the Form
Instructions
- Enter the requested information into the form.
- Save the document as a PDF file.
- Get required signatures for both the charge/debit and credit accounts.
- Send a copy of the signed form to the appropriate email addresses
IMPORTANT:
- Ensure that each Expenditure Transfer form is sent as a separate file.
- Do not send multiple Expenditure Transfer forms within the same document.
- While you can include Expenditure Transfer forms in a single email, each form must be sent as an individual document.
- This ensures scanned images display properly in SIRI.
Electronic Signatures
Additional Guidance is available in Best Practices for the Appropriate Use of Electronic Signatures
Approval Authority
If you need guidance on the delegation and assignment of authority to approve transactions, refer to the Approval Authority Policy.
Submit Your Request
| Funding Source | Responsible Office | Email Address | Additional Instructions |
|---|---|---|---|
| State Accounts | Financial Management | ubsd.stateexpensetransfer@business.buffalo.edu | |
| Research Foundation - Sponsored Accounts and Non-Sponsored Accounts | Sponsored Project Services and Non-Sponsored Group | ||
| University at Buffalo Foundation Accounts | UBF Accounts Payable | ubf-ap@buffalo.edu |
Need Help Completing the Form?
State Accounts
Hazel Pasco
State Accounting and Financial Reporting
Financial Management
Phone: 716-645-2645
Email: hjpasco@buffalo.edu
Research Foundation (RF) - Sponsored Accounts
Research Foundation (RF) - Non-Sponsored Accounts
Brendan Davis
Accounting: Non-sponsored RF
Financial Management
Phone: 716-645-2602
UB Foundation (UBF) Accounts
Stephanie (Stevie) Ruffino
Accounts Payable Coordinator
UB Foundation
Phone: 716-645-8748
Email: scruffin@buffalo.edu
Form Facts
Form Type: Downloadable, Microsoft Excel document
Requirements: Microsoft Office Excel
Updated: April 2025
Owner: Financial Management