Account Setup Form for UB Foundation (UBF)

This form is for university staff and faculty to set up a UBF account.

Instructions for Completing the Form

  1. Enter all required information into the form
  2. A signatory is necessary
  3. Submit the form
Account Setup Requirements.

Following recent University Advancement guidance, any restricted purpose philanthropic fund request without an agreement must include letter from the donor.

For more information, see Create and Maintain Accounts.

(Required)
To find your school/department, begin typing your school/department name. A list will appear that matches what you type.
(Required)
(Required)
(Required)
(Required)
(Required)
Funding Source - Select all that apply
Funding Source - Select all that apply
(Required)
 
 
 
 
 
 
 
 
 
(Required)
(Describe business need for account - will there be a gift agreement, solicitation, contract, etc.? Include any applicable donor correspondence.)
(Required)
When do you expect to receive funds for this account?
 
 
(Required)
 
 
 
 
 

Need Help Completing the Form?

UBF Account Access and Setup

Janelle Montague.

Janelle Montague

Administrative Associate – General Ledger

UB Foundation

Phone: (716) 645-8742

Email: jrbecher@buffalo.edu

Stacy Hayhurst.

Stacy Hayhurst

Administrative Associate

UB Foundation

Phone: 716-645-8730

Email: ss425@buffalo.edu

Form Facts

Form Type: HTML form

Requirements: None

Updated: 2/5/2019

Owner: UBF