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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:


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.

Access Request Forms

UMass Lowell faculty, staff and student employees can request access to the Financials, Human Resources and Student Information System using the links displayed below. If you are a new hire or an existing user who needs to make changes to your current access, complete the appropriate form. The forms will be routed to your manager for approval and then to the appropriate Data Custodians for authorization. Use the same log-in credentials as your campus email account - your full UMass Lowell email account ( or and the corresponding password.