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Internal Transfers Policy

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PDF icon Internal Transfers Policy

Publication Date: March 17, 2025
Revision Date: February 3, 2026 - V1.2
Effective Date: February 3, 2026


- Financial Services Knowledge Base

Related Memorandums, Announcements, and Revision Notes

February 3 2026 - Verion 1.2: PR2 modified for a) to indicate Assistant Controller, and b) to indicate Co-Interim Associate Vice-President.

April 14 2025 - Version 1.1: P2.3 removal of "of a previous fiscal year". P4.1 now indicates听that 鈥淎pproval from Financial Services is required prior to processing a transfer reducing the fund balance from a 1A fund unless the transfer meets the criteria of one of the exceptions included in P4.2鈥. P4.2 was added and provides the exception criteria.听PR2 was modified from 鈥渋f the sum of all transfers of revenue鈥 to 鈥渋f the sum of all amounts reducing the fund balance鈥. PR3 was听was added and states that 鈥淚f the transfer qualifies as an exception under P4.2, the reason for the exception must be documented in the journal鈥檚 FOATEXT鈥

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