• The researcher and/or unit staff complete the Participant Study Cash Advance Request Form.
      • The recipient should be appointed through the end date of the cash advance. If not, the unit must confirm in writing that the recipient will be re-appointed through the end date.
      • Make sure the title of the study is legible. If needed, add additional text below the “Purpose of the study” section.
      • Verify that the account has adequate funds.
      • The end date must be no more than six months after the begin date.
        • If a grant is used, the end date must also be within the grant period.
      • The justification must clearly state the number of participants and the amount to be paid to each participant; the total must match the total amount requested.
      • “Person to notify when the check is ready” is the cash advance recipient.
      • “Departmental contact” is usually unit staff. It can also be the Principal Investigator (PI) if the recipient is a graduate student or postdoc.
      • Unit staff must provide the IRB Determination Letter and Initial Protocol Request to Dean's Office staff in order to support their approval of the Cash Advance Request. 

    • Unit staff obtains the following signatures:
      • Principal Investigator of the grant
      • Authorized signer on the Account - NOTE:  If the PI, or another authorized signer, is receiving the funds, a different authorized signer on the account must sign the request form.
      • Department Chair or Center Director signs in the “Additional Reviewer” signature block
    • Dean’s Office staff works with unit staff to resolve any inconsistencies or missing information.
    • Dean’s Office staff returns the approved form via email to unit staff.
    • Unit staff submits the approved form on letterhead to the Office of Accounting Cash Advance Desk, who will coordinate the promissory note and check distribution.



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