Policy Any non Board of Trustees fees must be approved by a WFU Business Manager. This explains the process of requesting and approving a charge to the student account. Read the Policy Related Procedures There are no related procedures. Related Forms […]
Categories: Financial
Policy Describes the process of how a credit balance refund is processed by Student Financial Services. Read the Policy Related Procedures Student Account Credit Balance Admin Procedure Grid Related Forms There are no related forms.
Categories: Financial
Policy It is the policy of Wake Forest University (“University”) to comply with the Federal Trade Commission’s (“FTC”) Red Flags Rule, which implements Section 114 of the Fair and Accurate Credit Transactions Act of 2003. In accordance with the Red Flags Rule, the University is […]
Categories: Financial
Policy Agency funds are deposits by organizations that are separate from the University and are funded from sources independent of the University. The funds are deposited with the University for safekeeping, to be used or withdrawn by the depositor in accordance with agreed upon terms […]
Categories: Financial
Policy A restricted gift is one where the donor stipulates when or how the gift may be used. A restricted gift may be permanently restricted or temporarily restricted. The policy details the types of restricted gifts at the University and the criteria for each type […]
Categories: Financial
Policy The University must properly account for gifts, prizes, donations, and/or awards as taxable income to the recipient in accordance with federal and state regulations. Cooperation and assistance are needed to ensure the proper tax treatment and reporting of gifts for tax purposes.
Categories: Financial
Policy In accordance with the Office of Management (OMB), it is necessary to explain and justify transfers of charges onto federally and state funded sponsored awards. As a recipient of federal, state, and privately sponsored grants and contracts, the University is required to comply with […]
Categories: Financial
Policy Departments who have access to and individuals who operate motorized vehicles that are not licensed for street use must abide by specific procedures to ensure safety protocols intended to reduce the risk of accidents, incidents, and injuries. Examples of such vehicles include owned and […]
Categories: Financial
Policy Disruptive events may be local in nature, affecting only a single facility, or may have a regional impact, with multiple facilities across the geographic region being affected or becoming inaccessible. The University is committed to maintaining the capability to continue the primary missions of […]
Categories: Financial
Policy As a collaborative product with guidance from the University’s senior business administrators and other campus subject matter experts, this policy serves as Wake Forest University’s primary guidance on purchasing. This standardized procurement policy and the accompanying work processes have been created to conform with […]
Categories: Financial
