How To: Request to Add New Task(s) to an Existing Non-Sponsored Account (PTA)
Important: Please maximize your browser window from this Step on as some buttons are located at the right of the screen.
You may attach written justification for new account setup.
Step 6 – Set Up Approval / FYI Routing
- Your request is routed to the Fund Accountant and/or designated financial approver for approval. A notification is sent to individuals selected as FYIs.
- Check the request status on the dashboard under the Account Setup: In Progress section.
- To make changes to a completed request, see For Updating PTA Attributes section on the How To... page.