Standard Work for Completing the Direct Deposit Form for Postdoctoral Stipends Last updated: 03/31/17 Owner: Pam Sprouse Performed By: Grants Administrator (or Designee) Version: 1.0 Revised by: Pam Schaefer / Mike Danzi Trigger: Receiving Signed Offer Letter notification Standard Work Outline SEQ Picture Major Step Details Importance Time (unit) Form should be received back from Fellow. Ensure direct deposit is properly 1 Retrieve Direct Deposit Form. set up to ensure accurate and Form was sent via Workflow after timely payment of stipend. receiving executed Offer Letter in Workflow. This is the funding department information. Ensure appropriate department Verify Department and information is provided to 2 Department Contact Name. This will match the same information Accounts Payable to process as Section C in the Payment Data direct deposit of stipend. Form. Ensure fellow has filled out; Ensure appropriate fellow Verify Fellow has completed Name, Phone, Email, Bank Name, information is provided to 3 the Fellow Information Routing Number, last 4 SSN, account Accounts Payable to process section. type. Fellow must attach voided direct deposit of stipend. check. Fellow must sign/date. Ensure all appropriate documents Save file electronically and Compile with other packet 4 are provided to HR and Accounts send to SOM Ops Partner. documents. Payable to process stipend.
Standard Work for Completing the Direct Deposit Form for Postdoctoral Stipends Last updated: 03/31/17 Owner: Pam Sprouse Performed By: Grants Administrator (or Designee) Version: 1.0 Revised by: Pam Schaefer / Mike Danzi Trigger: Receiving Signed Offer Letter notification Standard Work Outline SEQ Picture Major Step Details Importance Time (unit) 1 Retrieve Direct Deposit Form. Form should be received back from Fellow. Form was sent via Workflow after receiving executed Offer Letter in Workflow. Ensure direct deposit is properly set up to ensure accurate and timely payment of stipend. 2 Verify Department and Department Contact Name. This is the funding department information. This will match the same information as Section C in the Payment Data Form. Ensure appropriate department information is provided to Accounts Payable to process direct deposit of stipend. 3 Verify Fellow has completed the Fellow Information section. Ensure fellow has filled out; Name, Phone, Email, Bank Name, Routing Number, last 4 SSN, account type. Fellow must attach voided check. Fellow must sign/date. Ensure appropriate fellow information is provided to Accounts Payable to process direct deposit of stipend. 4 Save file electronically and send to SOM Ops Partner. Compile with other packet documents. Ensure all appropriate documents are provided to HR and Accounts Payable to process stipend.
06_Completing-the-Direct-Deposit-Form-for-Postdoctoral-Stipends.docx