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Personal or Temporary Service Transfer Request
Request to transfer of payroll (Personal Service Regular (PSR) or Temp Services) expenditures between state accounts or report payroll expenditures that were charged in error to your account.
Form Instructions
Requests may be submitted at any time during the current fiscal year and through the following mid-July. The exact cutoff date will be announced in the annual State Financial Cutoff Dates for Fiscal Year-End memorandum. Payroll transfers cannot be processed for a prior fiscal year.
Select the circumstance:
- Complete all requested fields for transactions that posted in error to your account.
- Financial Management will research and process the appropriate transfers.
- Complete all requested fields for the transfers being requested.
- Payroll expenditures may not be transferred between funding sources (State/RF/UBF).
- All or part of the expenditures for a payroll period may be transferred.
- When requesting payroll transfers, it is important to consider the fringe benefit implications as well. For example, if you transfer payroll expenses from a State Operating account to an IFR account, this expenditure transfer may also be subject to fringe benefit charges. Please refer to the Common Fee Assessments for more information regarding fringe benefits.
- Adequate funding should be in place to support the expenditures being transferred.
- Prepare an ePTF identifying the appropriate account splits to avoid the need to process additional expenditure transfers.
Need Help Completing the Form?
Hazel Pasco
State Accounting and Financial Reporting
Financial Management
Phone: 716-645-2645
Email: hjpasco@buffalo.edu
Form Facts
Form Type: Formstack
Requirements: Web browser
Updated: 05/2024
Owner: Financial Management