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Budget & Financial Planning Forms

Several adjustments may need to be made to your computer settings in order to fully utilize these forms. Job Aid for Settings (doc). Adobe Pro is also required. Contact the UMass Lowell Help Desk to download the full version of the software.

All Budget Office forms should be submitted electronically to Budget_Office@uml.edu

Forms Job Aids
NOTE: Starting January 30, 2017, please use this DocUSign document, it is the new and improved version of the old Department ID Request Form. It is intended to improve the processing turnaround time, obtain all required approvals, all the while allowing the requester constant access to the document status.*
Non-Sponsored Project (fillable pdf)
Non-Sponsored Project - Facilities (fillable pdf)
Budget Journal Form (xls) See Journal Process Guide (pdf) Job Aid (pdf)  FAQs
Journal Entry Form (xlsm) See Journal Process Guide (pdf) Job Aid (pdf)  FAQs
*On March 1,2017 the old Department ID Request Form will be retired. Any requests submitted using the old form after this date will be returned, requiring the requester to use the new DocUSign Department Request Form.
Old Department ID (Dept ID) (fillable pdf, no longer being used after Jan. 30, 2017) 
Save this document to your desktop and assign it a unique file name (i.e. the Department Name requested along with the date of the request, "Music Scholarship_021416").
Email the completed form to: Budget_Office@uml.edu.

Please contact the UMass Lowell Office of Research Administration for assistance with Sponsored Projects/Grants.