Financial Forms

Overview

Please download the form and complete in Adobe Acrobat. Do not fill out the form in the internet browser as not all fields will appear. If you need assistance please view this instructional video, or contact the Help Desk.

• Accounts Payable
• Budget
• General Accounting
• Grants
• P-Card
• Payroll
• Purchasing
• Travel

Accounts Payable

Please download the form and complete in Adobe Acrobat. Do not fill out the form in the internet browser as not all fields will appear. If you need assistance please view this instructional video, or contact the Help Desk.

• Payment Request (instructions)
• Utility Payment Request

Budget

• Data Access Authorization Request

General Accounting

Please download the form and complete in Adobe Acrobat. Do not fill out the form in the internet browser as not all fields will appear. If you need assistance please view this instructional video, or contact the Help Desk.

• Vendor ACH Request
• W-9
• W-9 Authorization

Grants

Please download the form and complete in Adobe Acrobat. Do not fill out the form in the internet browser as not all fields will appear. If you need assistance please view this instructional video, or contact the Help Desk.

• Grant Funding Initiation Form
  *New! As of May 2024, the Grant Funding Initiation Form has moved to DocuSign!
• Internal Budget Modification
• Request for Advance of Grant Funds
• Request for Expenditure Adjustment

P-Card

Please download the form and complete in Adobe Acrobat. Do not fill out the form in the internet browser as not all fields will appear. If you need assistance please view this instructional video, or contact the Help Desk.

• P-Card Application
• P-Card Cardholder Agreement
• P-Card Department Administrator Agreement
• P-Card Missing Receipt Form

Payroll

Please download the form and complete in Adobe Acrobat. Do not fill out the form in the internet browser as not all fields will appear. If you need assistance please view this instructional video, or contact the Help Desk.

• Lecturer Installment Authorization (LIA)
• Banner Payroll Web Time Entry Authorization Request Form
• FICA Exemption Form
• Vacation Leave Request (Classified Employees & Calendar Year Faculty)

Purchasing

Please download the form and complete in Adobe Acrobat. Do not fill out the form in the internet browser as not all fields will appear. If you need assistance please view this instructional video, or contact the Help Desk.

• Business Card Order
• Emergency Justification
• Independent Contractor Questionnaire
• Proprietary Source Justification
• Purchasing Complaint
• Return Notice
• RFI (Request for Information)
• RFP (Request for Proposal) Template
• RFQ (Request for Quote)
• Single Source Justification
• Sole Source Justification
• Sole Source Justification for License Renewals
• Vehicle Acquisition
• Vehicle Acquisition Agency Quote
• Vehicle Acquisition Hybrid Waiver
• Vehicle Acquisition Specification

Travel

Please download the form and complete in Adobe Acrobat. Do not fill out the form in the internet browser as not all fields will appear. If you need assistance please view this instructional video, or contact the Help Desk.

All travel documentation is now done through Chrome River. Click on your type of travel below to get more information.

• In-State Travel (including conference fee request form)
• Out-of-State Travel (including conference fee request form, pre-approval, and expense report)
• Mileage Reimbursement