Used to liquidate principal of quasi-endowment (CU Foundation internal transfer). Also used to request the transfer of gift funds from CU Foundation to a CU SpeedType when a manual transfer is allowed.

Download: Transfer Funds Form
 

 

Effective Date: 03/02/2018

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Frequently Asked Questions

Q: Who needs to sign this form?
A: For information on who should approve this form for liquidations or transfers, see instructions on the form.

Q: Where do I send the signed, completed form? And where do I go for questions?
A: Email accounting@cufund.org. Note that a fax number and mailing address are also provided at the bottom of the form. 

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