Skip to Main Content

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

Forms Job Aids
Department ID (Dept ID) (fillable pdf)
Save this document to your desk-top assigning it a unique file name
(i.e. the Department Name requested along with the date of the request, "Music Scholarship_021416").
The email the completed form to:
Non-Sponsored Project (fillable pdf)
Non-Sponsored Project - Facilities (fillable pdf)
Budget Journal Form (xls) Job Aid (pdf)
Journal Entry Form (xlsm) Job Aid (pdf)

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

You will need Adobe Acrobat Reader to view any pdf files. It can be download for free from the Adobe website.