Get the Form
Go to Banner Security Finance Application Form*.
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Form Instructions
Page 1 - Applicant Information
- Section 1: Applicant's Information
- Fill out with Applicant's Departmental Information.
- List reason for requested access (optional)
- Section 2: Applicant's Banner Finance Status and Acceptable Use Agreement
- Indicate whether applicant is a New User in Banner Finance, a Current Finance User, or wishes to have his/her Finance access deleted.
- Applicant must sign page 1 of the form.
- Section 3: System Access, Approvals and Optional Reporting Access
- Put a check mark for either Finance or Bursar access.
- Optional: Indicate whether you are requesting WebFocus access or BDM (document imaging) access. Note: most applicants do not receive WebFocus Finance or BDM access.
- Make sure the Financial Manager/Department Head reviews pages 1 and 2, and signs page 1 of the form.
- Section 4: Bursar Use Only
- This section is for Bursar's signature if applicable.
Page 2 - Finance Information
- Section 1 Non-Financial Manager: This section is filled out by non-financial managers such as Administrative Assistants, Secretaries, etc. These are people who are not responsible for managing the budget of the fund/org.
- Section 2 Financial Manager: This section is filled out by Financial Managers.
- Section 2a: Fill out if you are replacing the current financial manager of the fund/org. List the name of the person you are replacing and be sure to list the funds/orgs that you are requesting.
- Section 2b: Applicant will be an additional financial manager on the fund/org. Be sure to list the funds/orgs that you are requesting.
- Section 2c: Applicant is requesting a new fund/org that has not had a financial manager. Be sure to list the funds/orgs that you are requesting.
Make sure the Financial Manager/Department Head reviews/approves the information on Page 1 and Page 2, and signs Page 1. The completed pages can be emailed to cmmaley@ysu.edu or mailed to the Controller's Office, Jones Hall, room 2011. If you have any questions, please contact Corey Maley at (330) 941-1716 or cmmaley@ysu.edu.