Student Faculty Organization (SFO)

Student organizations must bank their organization's funds in a University on-campus bank account through Business Services.  Some student organizations have not only their own fund-raised monies, but also receive allocations from the University's State fund.  State fiscal rules and regulations govern the transactions related to the allocations received from any State funds.  Student organization leaders should meet with their organization's adviser for more information on how to manage their organization's financial resources.

Student organizations are not permitted to have bank accounts off-campus due to State regulations.  Student organizations can collect dues or conduct fundraisers, for example, to generate funds. Student organizations soliciting donations of money or merchandise beyond the campus community must get approval from University Centers, and from the Foundation Office.  See the Fundraising Guidelines within your organization's Leader's guide for more information.

Questions regarding your SFO Bank Account - Contact sfo@uwlax.edu

SFO Cash Handling Training

Click here to complete the training!

Open or Update an SFO Bank Account expanding section

The Student Faculty Organization (SFO) Form must be completed by the faculty/staff adviser and two student officers for the following occurrences:

  1. To Open a Student Faculty Organization bank account.
  2. When there is a change in fiscal school year (July 1).
  3. When there is a change in authorized faculty/staff adviser.
  4. When there is a change in authorized student officers.

The authorization form is considered the signature card for the account; therefore, it must be kept current and up to date. Note: If during the year, there is a change in the authorized faculty/staff adviser(s) or student officer(s), a new SFO Authorization Form must be completed. The form must be signed by the authorized faculty/staff adviser(s) and student officer(s) including those individuals who will remain on the account.

Download the SFO Authorization Form and click here for additional instructions on completing the form. Email the completed and signed form to sfo@uwlax.edu.

Additionally, all SFO officers, advisers, and members handling cash must complete SFO Cash Handling Training.

Deposits expanding section

Deposits are made to your SFO bank account by completing a Student Faculty Organization (SFO) Deposit Form.  Plastic deposit pouches are available at the Cashier’s office window for use in preparing your deposit. Deposits are made at the Cashier’s office during regular business hours, or via the drop box located outside the Cashier’s office.  A receipt will be provided upon request.

How do I make a deposit?

  • Complete the SFO Deposit Form located at Cashier’s office window or found on the Business Services website under Forms.
    • Deposit form must include: Date, Account Name, Account Number, Description of Deposit, Total of Deposit, and Depositor Contact Information.
    • Deposit should be placed in a plastic deposit pouch available at the Cashier’s office window.
    • Deposit form should be folded to allow the SFO account name and number to be seen without opening deposit envelope.
  • Deliver deposit to the Cashier’s Office – 121 Graff Main Hall.  Deposits can be made during regular business hours or via the drop box located outside the Cashier’s office window.
Check requests expanding section

Check requests to pay bills or to withdraw money from the SFO bank account must be made by completing a Student Faculty Organization (SFO) Account Check Requisition Form. Submit completed check requisition forms via email to sfo@uwlax.edu or to the Cashier’s office window in 121 Graff Main Hall. All requests will be reviewed by designated Business Services personnel and any inquires must be clarified before the check will be processed.

How do I request a check?

Complete the SFO Account Check Requisition Form found on the Business Services website under Forms or located at the Cashier’s office window. Complete one (1) check requisition form for each check request.

  • Check requisition form must include: Account Name, Account Number, Payee Information, Delivery Method, Description of Expense & Purpose, Amount, and two (2) authorized signatures.
    • If delivery method is mail check, please remember to include the current mailing address of the payee.
    • Authorized signatures: In light of COVID-19 and in an effort to maintain social distancing, we will be allowing “signatures” to be completed via email rather than an actual signature on the form. To authorize payment via email, please email your completed form to SFO@UWLAX.EDU and include the following in the body of your email:
      • I, {FIRST NAME LAST NAME}, approve this check requisition form for payment via email.
  • Receipts and/or other supporting documentation for the expense and approval for payment MUST be emailed or attached to the requisition form. If emailed, save receipts/other supporting documentation as .pdf or .jpeg files.
  • Any questions related to the purpose of the request or related to the supporting documentation will need to be resolved before the check request will be processed.

Email check requisition form and supporting documentation to sfo@uwlax.edu or to the Cashier’s office window – 121 Graff Main Hall.

Checks will be available for pick up at the Cashier’s office window the next business day after 10:30 a.m.

Monthly statement and account balance requests expanding section

Monthly statements providing the account activity and account balance information are e-mailed to the faculty adviser and student officers identified on the authorization form on or before the 15th of month.

To request your organizations current bank account balance prior to receiving your statement, you can complete a paper balance request form located at the Cashier's window or complete the SFO Balance Request Form.