Payment Preparers and Approvers

Individuals that prepare or approve disbursement related documents must have completed Disbursement of Funds and Travel Training. This training is available in TrainTraq through online course number 211201.

Individuals that will approve documents must have signature authority over the accounts in the department or departments. The form FD-DSA Delegation of Signature Authority must be properly executed prior to an individual receiving approval or signature authority.

The Department Head, Dean or Director MUST sign this Delegation of Authority. In the event the delegation is for the Department Head, Dean or Director it is advisable that the supervisor of the Department Head, Dean or Director sign this form.

It is never permissible for an individual to approve their own authority or delegation unless that delegation has been codified by the Texas State Legislature, the Texas A&M University Chancellor or Board of Regents or President in the form of an official directive or action, Standard Administrative Procedure, Memorandums of Understanding, etc.