Modifying an Account

State, Research Foundation and UB Foundation have different procedures for modifying accounts as well as which attributes can be modified.

State Research Foundation UB Foundation

To modify an existing State account, submit a Create, Change or Close State Account Request form.

Create, Change or Close State Account Request form

Modifying an Existing Account

The “Create, Change, or Close a State Account Form” above can be utilized to request changes to account titles, entity codes, NACUBO Classifications, or Allocation Override Flags.

An account may also be re-purposed (title, entity or unit change) or closed if it no longer serves its original purpose.

To determine if an account should be re-purposed, consider the historical impact if the account's title, entity or VP/Decanal is changed. Accounts that haven’t had activity in the previous 10 years are good candidates for repurposing.