Business Services Form - SFO Account Authorization

The SFO Account Authorization Form is to be used when requesting account creation for a new student faculty organization, as well as to report changes to those advisors and student officers who are to be authorized signers on an existing account.

Instructions for Submitting the Form via DocuSign:

Upon opening the link to the SFO Account Authorization Form, the initiator of the form will be prompted to enter the roles of those individuals who will be involved in the completion of the form. Those persons who are not the initiator and are specified within the role fields will receive an email that contains a link to access the DocuSign form, and which will allow them to populate their assigned portion of the form. A description of the roles and examples of appropriate use are as follows:
 
Initiating Student/Faculty/Staff: The only required role, these fields are populated with the name and email address of the person who has opened the DocuSign link and is initiating the form. This person is responsible for providing the persons and email addresses associated with each role of the DocuSign form. They are also responsible for populating certain sections of the form, including the submission purpose (e.g., new account creation and/or change of adviser/student officer information); SFO account name and effective term; and for new organizations, the purpose/mission of the organization, the organization's source of funds, and the anticipated nature of expenditures. The Initiating Student/Faculty/Staff role may share the person and email address of any of the other roles.
 
Faculty/Staff 1: A required role, these fields are populated with the name and email address of a faculty/staff member that is being added as a signer on the SFO's account, or who is replacing a previous advisor. Note that there are two available roles for faculty/staff; an additional form will need to be completed if there are more than two advisors being added/changed.
 
Faculty/Staff 2: An optional role, these fields are populated with the name and email address of a faculty/staff member that is being added as a signer on the SFO's account, or who is replacing a previous advisor. Note that there are two available roles for faculty/staff; an additional form will need to be completed if there are more than two advisors being added/changed.
 
Student 1: A required role, these fields are populated with the name and email address of a student that is being added as a signer on the SFO's account, or who is replacing a previous student officer. Note that there are three available roles for student officers; an additional form will need to be completed if there are more than three students being added/changed.
 
Student 2: An optional role, these fields are populated with the name and email address of a student that is being added as a signer on the SFO's account, or who is replacing a previous student officer. Note that there are three available roles for student officers; an additional form will need to be completed if there are more than three students being added/changed.
 
Student 3: An optional role, these fields are populated with the name and email address of a student that is being added as a signer on the SFO's account, or who is replacing a previous student officer. Note that there are three available roles for student officers; an additional form will need to be completed if there are more than three students being added/changed.
 
SFO Authorization Form Image
 
Once roles have been assigned by the initiator and they have selected Begin Signing in order to begin populating the form, those roles that were specified by the initiator will receive an email with a link to the form that will allow them to populate the portion associated with their role. Each person receiving such an email should populate those portions of the form that are assigned to their role, then select Finish

Instructions for Submitting the Form via Fillable PDF:

The SFO Authorization Form may be completed using the PDF, linked above. A completed form may then be submitted to Business Services either by email attachment sent to SFO@uwlax.edu or by in-person delivery to 125 Graff Main Hall.




Keywords:SFO, student faculty organization, authorization, change faculty, change staff, change advisor, change student, new faculty, new staff, new adviser, new student, student officer, signature, account creation, new organization   Doc ID:118686
Owner:Derek N.Group:UW-La Crosse
Created:2022-05-25 08:13 CSTUpdated:2022-06-01 15:24 CST
Sites:UW-La Crosse
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