UBFirst is the UB Foundation (UBF) Information and Reporting System.
This system allows account holders to query their accounts and do many common tasks.
UBFirst allows you to do any of the following tasks:
In addition to furnishing account information, UBFirst provides the ability to electronically view paystubs, year-end tax documents and relevant benefits information. All UBFirst information is generated through UB InfoSource and is refreshed daily.
In order to access the UBFirst application, you will need to meet the following requirements:
As of March 16, 2020 UBF financial data will be uploaded into SIRI directly from UBF’s accounting system. All the data after July 1, 2016 will use the new UBF account string.
The objective is for the new SIRI presentation to replace UBFirst with both similar and expanded reporting. Images will also be available in the new SIRI presentation. It is anticipated that UBFirst will be decommissioned later this year.
If you do not currently have access to SIRI please request access by clicking the link below.
How to request access to SIRI for UBF Accounts:
Whenever you are asked to enter your UBITName, always preceed the UBITName with the domain "ad\" as indicated in the instructions. example: ad\ubitname
Once your request to use UBFirst is approved, here's how to access information:
For detailed instructions or if you are using a browser other than Internet Explorer, please see the instructions below.
If you are certain you entered your correct UBITName/password, you most likely need to change your UBIT password.
To view paystubs and W-2 forms prior to 7/1/2016, you must meet the requirements for logging into the UBFirst application.
To view paystubs and W-2 forms after 7/1/2016, click on the AccuFund Employee Portal button below.
Once you login to UBFirst, you can review a list of transactions made to your account. Here's how it works:
The report lists all successfully settled transactions by date. You can choose to sort the report by gross amount or name by clicking on the Sort icon. Refunds are included in this report.
Once you are finished reviewing the report, close all windows and sign out.