Student Faculty Organization (SFO)

The Student Faculty Organization (SFO) Form must be completed by the faculty/staff adviser and two student officers for the following occurrences:

1. To Open a Student Faculty Organization bank account.
2. When there is a change in fiscal school year(July 1).
3. When there is a change in authorized faculty/staff adviser.
4. When there is a change in authorized student officers.

The authorization form is considered the signature card for the account; therefore, it must be kept current and up-to-date. Note: If during the year, there is a change in the authorized faculty/staff adviser(s) or student officer(s), a new SFO Authorization Form must be completed. The form must be signed by the authorized faculty/staff adviser(s) and student officer(s) including those individuals who will remain on the account.

Click here for the instructions to complete the SFO Authorization Form via DocuSign. 

Additionally, all SFO officers, advisers, and members handling cash must complete SFO Cash Handling Training.

Deposits to an SFO bank account can be made either electronically via Venmo or with a cash deposit using the Student Faculty Organization (SFO) Deposit Form. 

Policies and procedures related to electronic deposits can be found here. 

Plastic deposit pouches are available at the Cashier’s office window for use in preparing cash deposits. Cash deposits are made at the Cashier’s Office during regular business hours, or via the drop box located outside the Cashier’s office.  A receipt will be provided upon request.

How do I make a deposit?

Electronically

• Ensure your SFO President has completed the Student Faculty Organization Electronic Deposit Agreement Form and sent it to sfo@uwlax.edu.
• Send the deposit to sfo@uwlax.edu using the Venmo app including the following information: 
  • SFO Name
  • SFO Account Number
  • Your email address
  • Description of the deposit
• For example, the following description would be included for student John Smith depositing membership dues for the Curling Club whose account number is 1234:
  • Curling Club 1234 jsmith5678@uwlax.edu Membership dues
• An email receipt will be sent to the email address included in the message and the funds will be reflected in the SFO account in 2-3 days. 

Cash Deposit

• Complete the SFO Deposit Form located at the Cashier's office window or found on the Business Services website under forms. 
  • Deposit form must include: Date, Account Name, Account Number, Description of Deposit, Total of Deposit, and Depositor Contact Information. 
  • Deposit should be placed in a plastic deposit pouch available at the Cashier's office window.
  • Deposit form should be folded to allow the SFO account name and number to be seen without opening deposit envelope.
• Deliver deposit to the Cashier’s Office – 121 Graff Main Hall.  Deposits can be made during regular business hours or via the drop box located outside the Cashier’s office window.

Check requests to pay invoices, reimburse individuals, or to withdraw money from the SFO bank account must be made by completing a Student Faculty Organization (SFO) Account Check Requisition Form which is found on the Business Services website under Forms. All requests will be reviewed by designated Business Services personnel and any inquiries must be clarified before the check is processed.

How do I request a check?

Click here for instructions for submitting the SFO Account Check Requisition Form via DocuSign. Complete one (1) check requisition form for each check request.

Check requisition form must include:

• Account Name
• Account Number
• Payee Information
  • Vendor/Supplier
  • Name of individual who is being reimbursed/paid.
• Delivery Method-pick up or mail
  • If delivery method is mail check, please remember to include the current mailing address of the payee.
• Description of Expense & Purpose
• Amount(s) and Total
• Authorized signatures of adviser and authorized student officer.
  • If payee listed is an authorized student officer, other authorized student officer must sign and approve the request form.

Receipts and/or other supporting documentation for the expense and approval for payment MUST be uploaded in DocuSign with the check requisition form. If additional documentation is requested, save receipts/other supporting documentation as .pdf or .jpeg files and email to sfo@uwlax.edu.     

Any questions related to the purpose of the request or related to the supporting documentation will need to be resolved before the check request is processed.

Checks will be available for pick up in Business Services Office, 125 Graff Main Hall, the next business day after 10:30 a.m.

Monthly statements providing the account activity and account balance information are e-mailed to the faculty adviser and student officers identified on the authorization form on or before the 12th of month.

To request your organizations current bank account balance prior to receiving your statement, you can complete a balance request form located under forms on the Business Services website by completing the SFO Balance Request Form.