KU Endowment Budget Transfers

Do not submit a budget transfer if you are moving funds between KUEA and non-KUEA accounts.

If you have access to KUEA OneSolution, you may complete the transfer directly in that system

• KUEA account name/number (typically 5 digits, often ending in X)
• Transfer amount
• Purpose of transfer (must align with account purpose)
• Supporting documentation if needed

1. Start a new SSC Finance Request.
2. Enter the ticket title, primary unit/school/department, and any additional contacts.
3. Select “I would like to: Submit a KUEA Transfer Request.”
4. Provide the details of your request including the KUEA account name and/or number that you’re moving funds from and to, as well as the transfer amount and the purpose of transfer. (Note: The purpose of transfer must be consistent with the purpose of the KUEA account.)
5. All required information may be entered directly on the ticket or provided by attaching a completed KUEA transfer form.
6. Attach all supporting documentation as needed.

After submission, a confirmation email with a ticket ID will be sent. This ticket ID should be used when referencing the request outside the system.

The Finance SSC may request additional information. Replying to notification emails or adding comments to the ticket will update the request.

Ticket status notifications will be sent as processing progresses.

und Account Representative will receive approval notification