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case western reserve university

CONTROLLER'S OFFICE

 

Contact List
Cashier's Office
For questions concerning... Contact E-mail Phone Backup Contact
...checks available for pick-up
...hours of operation
 Shanyn Fleming smf28 368-4276 lml8
...petty cash voucher limit
...deposit tickets/forms
...NSF checks
...change order pickups 		Loretta Laffitte-Griffin lml8 368-6564

smf28


Collections Office
For questions concerning... Contact E-mail Phone Backup Contact
...transcript holds/loans
...transcript holds - tuition accounts
...transcript holds - p.c. accounts
...payment arrangements
...collection agency payments
...defaulted loan collections
Tom Weber tmw3 368-4308 Sally Stevens (sss3)


Controller's Office Information Systems Group
For questions concerning... Contact E-mail Phone Backup Contact
...Controller's Office web site
...access to Pulitzer\Vol4 & Peoplesoft Reports on Nobel
...scheduling of the Peoplesoft Training lab		 Chuck Yoder cry2 368-0401 Daryl Robinson (dwr2)
...Peoplesoft
ERP Team www.case.edu/projects/erp


Endowment Accounting
For questions concerning... Contact E-mail Phone Backup Contact
...the current market value of Endowment Funds
...the current income balance of Endowment Funds
...the current principal balance of various other accounts
...copies of Endowment Resolutions
...the current market value of Annuity & Life Income Funds
...the current market value of Funds Held by Others
...the status of proceeds from sale of securities
 Michael Maire mfm4 368-1982 368-4280


General Accounting
For questions concerning... Contact E-mail Phone Backup Contact

...University's financial statements
...requests for University's tax ID number
...agency accounts

 Danielle Morris dmm4 368-8706 Elizabeth Lucky (exr22)
...incoming or outgoing bank transfers
...NSF or returned checks
...unrelated trade / business income
...payments in foreign currency

Elizabeth Lucky exr22 368-4274 Danielle Morris (dmm4)


Equipment Accounting
For questions concerning... Contact E-mail Phone Backup Contact

...inventory.
...equipment report requests.
...government property reports.

Jerome Peterson jxp226 368-4281 Nick DeGeorge (nxd6)
...equipment requisitions.
...equipment purchase orders.
...equipment vouchers.


 Connie Raymond clr10 368-5937 Jerome Peterson (jxp226)


Payroll
For questions concerning... Contact E-mail Phone Backup Contact
...overpayments
...effort distribution
...cross billings
...stop payments
...holiday, vacation, absence
 Michele Dodgson mrk10 368-4291 Janet Paratto (jmp9)

...graduate students
...salary advances for grads
...leaves of absence / terminations
...replacement checks for grads
...time and attendance
...data entry

 Loretta Schaffer-Ziegler lxs91 368-5929 Michele Dodgson (mrk10)
or
Janet Paratto (jmp9)
...payroll vouchers
...processing of absence notice
...direct deposit
...credit union 		Tracy Higgins tah7 368-4877 Michele Dodgson (mrk10)
or
Janet Paratto (jmp9)
...tax treaty issues
 Betty Capasso bjc5 368-5938 Janet Paratto (jmp9)
...tax issues
...form W-2
...form 1042
 Janet Paratto jmp9 368-4293 Betty Capasso (bjc5)


Student Accounts Receivable
For questions concerning... Contact E-mail Phone Backup Contact
...University balances due
...fee table updates or changes
...schedule of fees and withdraw schedule
 Gisele Mosley gam3 368-5951 Charise McLemore (cmm12)
...E-Z payment plan / ACH
...student billings
...third party billings
...tuition holds
...student refunds
 Charise McLemore cmm12 368-6903 Gisele Mosley (gam3)

...receipted bills
...billing address changes
...lockbox inquiries
...graduation holds
...entrance deposits for Managment, Nursing, Graduate, Dental schools and Undergraduate students
 Lisa Kouns lak23 368-2226 Charise McLemore (cmm12)
...distribution of monthly financial aid reports
...billing for outside scholarships
...TMS payment plan
...CTR program at Weatherhead School of Management
...graduation holds
 Carlton Ritenour cbr6 368-2227 Charise McLemore (cmm12)
...student refunds
...memo of assistance forms
...grants, scholarships and loans
 Financial Aid Office 368-4530
...student schedules
 Office of the Registrar 368-4336
...housing
 Office of Housing and Residence Life 368-3780
...health waivers
 Univeristy Health Services 368-2450
...meal plans Auxiliary Services 368-1666


Student Loan Office
For questions concerning... Contact E-mail Phone Backup Contact
...loan fund balances
...loan provisions
...tuition fees
...default rates
...table updates 		Gisele Mosley gam3 368-5951 Gloria Davis (gxd4)
...entrance/exit interviews
...student loans issued
...repayment schedules
 Gloria Davis gxd4 368-5931 Sally Stevens (sss3)
...E-Z Pay ACH and lock box payments
...borrower accounts (SSN between 000-00-0000 and 273-78-0000)
 Rhonda Peoples rmp3 368-5109 Bernice Campbell (bxc5)
...in-person loan payments
...borrower accounts (SSN between 273-78-0001 and 294-80-0000)
 Bernice Campbell bxc5 368-4301 Rhonda Peoples (rmp3)
...loan analysis reports
...borrower accounts (SSN between 294-80-0001 and 999-99-9999)
 Sally Stevens sss3 368-5932 Gloria Davis (gxd4)

 

Travel Services
For questions concerning... Contact E-mail Phone
...travel expenses Travel Services Staff 368-6092