SFO Authorization Form
The SFO Authorization Form serves as the account's signature card and must be kept current. SFO Accounts are required to have at least one authorized UWL faculty/staff adviser and two (2) student officers on the account. A new form must be completed for each occurrence listed below:
- Opening a new SFO bank account
- The fiscal school year changes (July 1)
- An authorized faculty/staff adviser changes*
- An authorized student officer changes*
*For changes, form must be signed by all authorized individuals, including those remaining on the account.
SFO Authorization Form Instructions (KB)
SFO Authorization Form (DocuSign)
SFO Cash Handling Training
All SFO officers, advisers, and members who handle cash must complete SFO Cash Handling Training and pass the required quiz
SFO Cash Handling Training & Quiz
Deposits
Deposits may be submitted electronically through Venmo or by cash/check deposit at the Cashier's Office (121 Graff Main Hall).
Electronic Deposit (Venmo)
- Review the Electronic Deposit Policy and Procedures.
- SFO President must complete the SFO Electronic Deposit Agreement Form before deposits can be submitted. (Form effective for one academic year.)
- Submit your deposit via Venmo to our account handle: @uwlsfo
- Include the following details in this format with your deposit:
- SFO Name
- SFO Account Number
- Your UWL email address
- Description of the deposit (no emojis)
(Example: Curling Club 1234 jsmith5678@uwlax.edu Membership Dues)
Cash Deposit
- For cash deposits, complete and print an SFO Deposit Form or fill one out in person at the Cashier’s Office.
- Include the deposit date, account name, account number, deposit description, total amount, and depositor contact information.
- Submit the deposit to the Cashier’s Office (121 Graff Main Hall) during business hours, or use the drop box outside of the office. Deposits made after 4 p.m. will be posted the following business day.
Plastic deposit pouches are available at the Cashier's Office. Receipts are available upon request.
Check Requests
Use the SFO Account Check Requisition Form to pay invoices, reimburse individuals, or request funds from an SFO account.
Submit a Check Request
Follow the instructions provided and complete the SFO Account Check Requisition Form. Submit a separate form for each check request.
SFO Check Requisition Instructions (KB)
SFO Account Check Requisition Form (Docusign)
Required Information
- Account Name and Account Number
- Payee Information (vendor, supplier, or individual)
- Delivery Method (pickup or mail)
- Include the payee's mailing address if the check will be mailed
- Description of Expense and Business Purpose
- Amount Requested
- Authorized Adviser(s) and student officer signatures
- If the payee is an authorized student officer, a different authorized student officer must approve the request.
Required Supporting Documentation
Upload all receipts, invoices, and other supporting documentation with the DocuSign form. If additional items are requested, save receipts/other supporting documentation as .pdf or .jpeg files and email to sfo@uwlax.edu.
Processing and Pickup
Check requests are reviewed by Business Services before processing. After final approval, checks will be available for pickup in Business Services, 125 Graff Main Hall, after 12:30 p.m. the next business day.
Monthly statement and account balance requests
Monthly account statements, including account activity and current balances, are emailed to the faculty/staff adviser and student officers listed on the SFO Authorization Form by the 12th of each month.
If you need your account balance before your monthly statement is available, please submit an SFO Balance Request Form.
