USM Foundation

Resources

Welcome Administrators and Clients

On these pages, you will find our Policies, Business Forms & Agreements, and the Disbursement Request Form for all of our account administrators. You will also find Frequently Asked Questions and a Glossary that may help you find what you are looking for.

Disbursement Request Form

The Disbursement Request Form (DRF) is used to request payments to individuals, vendors, or campus accounts from your USM Foundation accounts. There are numerous policies and procedures related to the disbursement process and specific to the type of expense being paid. We encourage you to familiarize yourself with these before submitting a Disbursement Request Form.

It is important that the form is completed properly, the supporting documentation is complete, the authorization is from a valid authorized signer on the account, the expenditure meets the purpose requirements of the account from which it will be paid, and there are sufficient funds available in the account to cover the disbursement request.

Failure to adhere to these requirements could cause a delay in processing your DRF. Please contact us if you have any questions and we will be happy to assist you. The Electronic Disbursement Request Form (e-DRF) is now available. Before submitting a form, you must first receive approval. Please submit your request for approval to the Foundation usmf-business-support@usmd.edu.

(Do not use the link below to submit an e-DRF unless you have been instructed to do so.)

Submit your e-DRF
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If you have questions for our Business Office, please click the link below. If you have other questions or need more general information, please email info@usmd.edu.

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Annual Report

Look back on the past 40 years of the Foundation, review our Foundation’s financial statements for the past fiscal year, and learn about our FY19 investment performance.

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Foundation Policies

The USM Foundation policies page contains our Whistleblower Policy, Statement of Values and Codes of Conduct, Conflict of Interest Policy, and Employment Background Screening Policy.

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Forms

Browse through our library of forms you may need while working with the USM Foundation including 1023 Form, 1099, Account Agreement form and more.

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