UNIVERSITY OF VIRGINIA
FINANCIAL AND ADMINISTRATIVE PROCEDURES MANUAL
TITLE: COMPLETING DEPARTMENTAL REFERRAL PROCEDURE: 4-6
FORM (UT-267)
Policy Reference: IV.E.1
Form: Departmental Referral Form, UT-267
Obtain Blank Forms From: Fiscal Administrators. See page
4.6.5. Make copies as needed.
Forward Completed Forms To: Original to: Accounts Receivable
Section, Bursar's Office, Carruthers
Hall (Retain a departmental
reference copy.)
Purpose
A UT-267 must be prepared for each charge (or group of charges)
referred to the Bursar's Office for collection. See also Procedure
4-5, "Processing Delinquent Accounts."
Note: Please print or type the form legibly.
Instructions
The numbered items on the sample form are to be completed as
follows:
1. ID NO. (Pos 2-10) A unique number for this referral
beginning with two alpha characters.
(The two unique alpha characters are
initially assigned to each referring
entity by the Accounts Receivable
Analyst in the Bursar's Office.)
2. NAME (Pos 19-48) The individual's name entered as:
Last name,first name,middle initial.
(Only commas; no spaces between parts of
the name.)
3. TYPE (Pos 69) The individual's status relative to the
University:
S = Student
U = University employee
N = Non-University
4. SSN (Pos 60-68) The debtor's Social Security Number,
student identification number, or
Federal Employer Identification
Number. (It is important the same
number for an individual be used on
all his/her referrals so that all
debts can be consolidated for
collection purposes.)
5. CR ACCT (Pos 69-79) LEAVE BLANK.
6. ADDR LINES (Pos 19-78) The most currently known billing
address.
7. ADD'L LINE LOC (Pos 19) Enter a code only if you need to use
an additional address line.
Indicate where you want the
additional line placed in reference
to the previous three address lines:
F = First line of the address
S = Second line of the address
T = Third line of the address
L = Last line of the address
8. ADD'L ADDR LINE An additional address line when
(POS 20-49) the billing address exceeds three
lines. You must complete position 19
when using this line (see item 7
above).
9. ZIP CODE (Pos 50-54) Zip code.
10. TEL NBR (Pos 55-64) Telephone number, if available.
11. BAD ADDR FLAG (Pos 71) If the billing address given is
known to be incorrect and the
correct address is not available,
place a 'B' in this position.
Otherwise, leave blank.
12. SUBCODE (Pos 11-15) Enter the BRS charge subcode for
this referral. You may use up to
four subcodes per referral.
13. TRANS NO. (Pos 20-27) This is for a sequential transaction
number. Use this space only if your
office has a system to assign
transaction numbers.
14. AMOUNT (Pos 56-64) The amount, by subcode, being
referred for collection.
15. INCUR DATE (Pos 81-86) The date on which the referred
charge was originally incurred.
Enter as month/day/year (mm/dd/yy).
16. DUE DATE (Pos 87-92) LEAVE BLANK.
17. MEMO (Pos 28-55) A description of the referred
charges. These comments will appear
on the bill and should contain
information to help the individual
identify the specific charge.
ISSUED BY: 04/03/89
University Bursar 4.6.3