UW Foundation Transfers between UW Foundation Funds
Definition 
This reference guide outlines the process to transfer funds between UW Foundation (UWF) accounts.
Related Reference Guide(s): UW Foundation Reinvestments
Who
Department/Unit Initiators
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- N/A – No Workday role is required for the Department requester.
- The Department is responsible for initiating the UWF Accounting Transfer Request.
Department/Unit Approvers
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- N/A – No Workday role is required for the Department approver.
- The UWF Accounting Transfer Request can be signed by the Department authorized approver.
- The Dean's Office - Fiscal Affairs will review, sign, and submit to UWF for processing.
Obtaining Access
All documentation for UWF transfers—including Check Requests, Accounting Transfers, and Reinvestment Requests—is managed through WFAA's Gift and Fund Management Website. On the login page, click “Request Access to Our Tools” to see a list of Campus Unit Administrators (CUAs) and contact your CUA to initiate access. If you run into any issues, please email Heather Richter for assistance.
Dean’s Office approval and final submission are completed through Docusign. To create an account, reference How to Get Access to Docusign.
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- Faculty and staff who need to receive documentation to sign and move along do not need an account.
Training
- UWF training will be communicated to new users upon access request.
- To access previous UWF trainings, login to WFAA Learning Management System.
Prerequisites
How
SMPH Standardized Process
Core Workday Job Aids
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- N/A
Related Workday Job Aids
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- N/A
Related Reports
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- After selecting the fund in the UWF Gift and Fund Management Website, select the Fund Activity Report to confirm outgoing payments.
Questions
For help with content questions or technical issues, please contact smphfiscal@med.wisc.edu.
References
Policies
Guidelines
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- N/A