Get Access Request Form Student Financials Module - Csub

Completing the Access Request Form for the Student Financials Module at Csub is an essential step for users seeking access to critical resources. This guide will provide a clear and structured approach to filling out the form online, ensuring that all necessary fields are completed accurately.

Follow the steps to successfully complete the form.

1. Click the ‘Get Form’ button to access the form and open it in your chosen editing tool.
2. Begin by entering your personal information in the User Information section. This includes your last name, first name, middle initial, CSUB ID number, email address, and work phone.
3. Specify your faculty and department by selecting either 'New', 'Change', or 'Inactivate Contact' if applicable.
4. Indicate your role by checking the relevant boxes under Access Roles. Pay particular attention to roles marked with the ‡ symbol, as these provide access to confidential data.
5. If you are an employee or a student worker, read and agree to the confidentiality agreement. Employees should include their signature, while student workers must sign and attach the confidentiality agreement.
6. Have your Department Manager (MPP) sign the form, and ensure they print their name and date the form appropriately.
7. Obtain the necessary approvals by having the Student Financials Manager or Lead Accountant sign the form, including the date of approval.
8. Once all required signatures are obtained, return the completed form to Administrative Computing Services - 41Lib for internal processing.
9. Finally, ensure to save your changes, and consider downloading or printing a copy of the completed form for your records.

Take the next step in accessing your financial information by filling out and submitting the Access Request Form online today.