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COA Segments Definitions

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Disabling Non-Grant Funds

To disable a Loan Fund (3xxxxx), an Endowment Fund (4xxxxx), a Gift Fund (6xxxxx), or an Agency Fund (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 after confirming the following:

  • The Fund has zero balance for derived cash at the CNAC-ORG-FUND Level
  • There is a zero balance in the entire 26-digit level for any object codes between 1111-2799
  • And there is a zero Encumbrance balance

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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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