Need Help?

Submit a Ticket
McGill.CA / Financial Services / Forms

Request for a New Fund

The forms on this page may not be used for Research grants, contracts, international agreements, CFI.

• For a checklist of steps and procedures to be followed please refer to OSR’s website or contact them at (514) 398-3996.

• All supporting documents (Notices of Awards and/or agreements) relating to Research Grants & Contracts, CFI or International Research must be forwarded to the Office of Sponsored Research (OSR) for approval.

The New Fund Request Form is to be used for Non-Research related purposes.

Before you submit a new fund request form, please read the PDF icon New Fund Request Form Guidelines / PDF icon Lignes directrices - Formulaires de demande de nouveau fonds

  • A fund is created at the sole discretion of Financial Services.

  • Please note that individual funds are not normally opened for amounts of revenue or expense less than $10,000.

Before filling out a form, SAVE it to your computer and then open it in Adobe Reader.
This will ensure that no data is lost when clicking on any of the links within the form.

Consult the checklist on the new fund request form before submitting the form.
The completed and signed form must be emailed to: fundopening.finserv [at] mcgill.ca

Forms

PDF icon Conference/Seminars/Events New Fund Request Form (EN) / PDF icon Conference/Seminars/Events New Fund Request Form (FR)

PDF icon Consulting/Core-Facility/Research Platform New Fund Request Form (EN) / PDF icon Consulting/Core-Facility/Research Platform New Fund Request Form (FR)

PDF icon Courses New Fund Request Form (EN) / PDF icon Courses New Fund Request Form (FR)

PDF icon Startup New Fund Request Form (EN)PDF icon Startup New Fund Request Form (FR)

PDF icon Other New Fund Request Form (EN)PDF icon Other New Fund Request Form (FR)
Donation Form

You must submit supporting documentation with this form.

Documentation may take the form of:

• Written Agreement in the form of Memorandum of Agreement (MOA), Letter of Intent (LOI) or other document
• Provost and Executive Vice-President's approval (if the donation is to be used for a university chair)
• CESA approval required for scholarships/bursary/fellowship/prize/medal award - if applicable
• University Advancement (UA) allocation code (as per Push report)

PDF icon Donation New Fund Request Form (EN)PDF icon Donation New Fund Request Form (FR)

Direct all queries to fundopening.finserv [at] mcgill.ca

Back to top