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COA Segments Definitions

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Creating A Legacy Number

In GL Inquiry (Secured) Responsibility, verify that the legacy number does not exist in Account Mapping.

If legacy number does not exist please follow steps below:

  • For Operating Budget (000000) please send an email to BEN Admin at benadmin@lists.upenn.edu to request the creation of a new legacy number. Include the 22-digit mapping (26 digits minus the object code). For example, 000-0001-1-000000-xxxx-0000-0000. BEN Admin will email you once the legacy number has been created.
  • For Loan (3xxxxx), Endowment (4xxxxx), Gift (6xxxxx), or Agency Funds (9xxxxx), please e-mail one of the following people in Trust Administration Peg Heer at heer@upenn.edu and/or Tim Engler at tengler@upenn.edu. You will receive an email once the legacy number has been created.
  • For Grant Funds (5xxxxx) please contact Office of Research Services.

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Fast Facts


FastFacts are useful tips about BEN Financials. To see a complete FastFact, click MORE. To view all of the FastFacts click on 'FastFacts' from the left navigation column.
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