Opening a New Research Account

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Fund 301 (Tri-Council, CFI, CRC, NCE)

  • Notice of an account set up will be sent from the Office of Research to the Researcher and Department Administrator.
  • Please complete the Fund 301 Delegation of Signing Authority Form  (login is required to access this form- form will download upon login) and return to Research Financial Services.

  • Upon receipt of the notice of account set up and the Fund 301 Delegation of Signing Authority Form, Research Financial Services will activate the account in the financial system.

General Purpose Research Account

  • If you require a General Purpose research account to be set up, please email a request to the respective Financial Officer for your department.
  • If you are uncertain who your respective Financial Officer is, please go to Assistance ‘by Sponsor’ and select your department to identify the appropriate Financial Officer.

Other

  • Notice of an account set up will be sent from the Office of Research to the Researcher and Department Administrator.
  • Upon receipt of the notice of account, Research Financial Services will activate the account in the financial system.

Early Account set up