Need Help?

Request for a New Fund

exchange of documents

The process for requesting new funds has changed.

Requests for Unrestricted, Non-Research Restricted, and Endowment funds must now be submitted through the online request form.

Research-related fund requests continue to follow existing procedures through the Office of Sponsored Research (OSR).
 

What’s New?

  • ✅ Online request form with built-in guidance and validation
  • 🔄 Automated approval workflow powered by Power Automate
  • 📁 Centralized submission and documentation for transparency and audit readiness
 

Scope

This process applies only to:

  • Unrestricted funds
  • Non-Research Restricted funds
  • Endowment funds

Requests for research grants, contracts, CFI, or international agreements must continue to be submitted to OSR’s website.

 

Before You Submit

  • Prepare supporting documents (e.g., agreements, donor letters) for upload in the online form.
  • Funds are not opened for amounts under $10,000.
 

How to Submit

  1. Access the Online Fund Request Form:
    Submit a New Fund Request
  2. Complete all required fields and upload supporting documentation.
  3. Submit the form. Approvals will be captured electronically—no manual signatures required.
 

Questions?

For assistance with the new process, contact:
fundopening.finserv [at] mcgill.ca

Back to top