Index Fund

Description

This service allows faculty and staff to request the creation of a new Index Fund. The request process ensures that appropriate ownership, access permissions, and approval roles are defined before the fund is established.

Depending on your role in the process—requestor, fund owner, or approver—you may be asked to provide or review additional information to ensure the Index Fund is set up correctly and in compliance with university financial controls. Once all required details are collected and approvals are completed, the Controller’s Office will create the Index Fund and notify all involved parties.

Audience 

Faculty and staff who need a new Index Fund created for university business purposes.