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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 by email to:

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


  • New Department ID Request Form (DocUSign)
    • 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)

What Journal Form Should I Use?

*If you run into problems opening the journal forms, there may be an issue with your operating system. Please contact the UMass Lowell Help Desk for assistance.

Job Aids

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:

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