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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
...petty cash voucher limit
...deposit tickets/forms
...NSF checks
...change order pickups
Loretta Laffitte-Griffin lml8 368-6564

hrj8


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  


Controller's Office Information Systems Group
For questions concerning... Contact E-mail Phone Backup Contact
...Controller's Office web site
...access to Peoplesoft Reports folder
...scheduling of the Peoplesoft Training lab
...Quikpay credit card processing
Josh Kendall jsk143 368-0401 368-5932
...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

Jessica Calvin jcc129 368-5109

Elizabeth Lucky
(exr22)

...incoming or outgoing bank transfers
...NSF or returned checks
...unrelated trade / business income
...payments in foreign currency

Elizabeth Lucky exr22 368-6094 Jessica Calvin (jcc129)


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

...inventory.
...equipment report requests.
...government property reports.
...equipment requisitions.
...equipment purchase orders.
...equipment vouchers.

Jeff Jackson jaj110 368-5183  


Payroll
For questions concerning... Contact E-mail Phone Backup Contact
...overpayments
...effort distribution
...cross billings
...stop payments
...holiday, vacation, absence
Sherice Kado sck48 368-4291  

...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 Sherice Kado
(sck48)
...payroll vouchers
...processing of absence notice
...direct deposit
...credit union
Tracy Higgins tah7 368-4877 Sherice Kado
(sck48)
...tax treaty issues
Loretta Schaffer-Zeigler lxs91 368-5938 Sherice Kado
(sck48)
...tax issues
...form W-2
...form 1042
Sherice Kado sck48 368-4291 Loretta Schaffer-Zeigler
(lxs91)


Student Accounts Receivable
For questions concerning... Contact E-mail Phone Backup Contact

...E-Z payment plan / ACH
...student billings
...third party billings
...tuition holds
...student refunds
...University balances due
...fee table updates or changes
...schedule of fees and withdraw schedule

Charise McLemore cmm12 368-6903  

...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
Charise McLemore cmm12 368-6903 Gloria Davis (gxd4)
...entrance/exit interviews
...student loans issued
...repayment schedules
...E-Z Pay ACH and lock box payments
...borrower account
...loan analysis reports
Gloria Davis gxd4 368-5931  

 

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