Forms

Financial & Business Services FormsFinancial & Business Services Forms

Alphabetical List

Go to Department List of Forms

To better understand the FBS forms, a link has been added to each form to “Learn More.” Following that link will open a page with the following categories for each form.
GUIDE A User Guide is available
TRAIN Training is available on how to use this form
INDEX Information in the FBS Index and Glossary
REGS University of Utah Regulations Library

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A B CD E F GHILMNOPQRS T U V W
 
A    
Activity/Project Set-up Request Learn More General Accounting
..Quasi-Endowment Activity/Project Setup Request Form Learn More General Accounting
     
Application for Sales Tax Exemption # for Religious or Charitable Institutions, Form TC-160 Learn More Tax Services
Authorization Agreement for Direct Deposit Learn More Income Accounting & Student Loans
 
B    
Business Meal Documentation Form Learn More P-Card
 
C    
Cardholder Agreement Form Learn More P-Card
Change Form Learn More Payment Card Acceptance/E-Commerce
Clinical Trial Closeout Checklist and Certification Form Learn More Grants & Contracts Accounting
Close Unused Travel Number Learn More Travel Accounting
Closure Form Learn More Payment Card Acceptance/E-Commerce
     
Conflict of Interest Learn More Purchasing
Cost Transfer Form Learn More Grants & Contracts Accounting
Custom Account Description Request—Activity Learn More General Accounting
Custom Account Description Request—Project Learn More General Accounting
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D    
Deferral of Tuition Loan (Information and Worksheet) Learn More Income Accounting & Student Loans
Departmental Deposit Form Learn More Income Accounting & Student Loans
Direct Deposit Authorization Form Learn More Accounts Payable
Domestic Wire Transfer Payment Request Learn More Investment Management
     
E    
E-Commerce Application Learn More Payment Card Acceptance/E-Commerce
Employee Direct Deposit Authorization Form Learn More Accounts Payable
Employee/Independent Contractor Classification Checklist Learn More Accounts Payable
     
F    
Fly America Act – Sample Certification/Justification Learn More Grants & Contracts Accounting
     
G    
General Journal Entry Learn More General Accounting
General Journal Entry—Continuation Learn More General Accounting
GRAMA Learn More Purchasing
Guest Lecturer/Performer Agreement Learn More Accounts Payable
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H    
     
Honorarium Certification of Academic Activity Learn More Tax Services
Hospital Check Request   Hospital Accounting
     
I    
Independent Contractor/Employee Classification Checklist Learn More Accounts Payable
Independent Contractor Services Agreement Learn More Accounts Payable
International Wire Transfer Payment Request Learn More Investment Management
Inventory, CapitalForm A Learn More Property Accounting
Inventory, CapitalForm B Learn More Property Accounting
Inventory, Non-Capital Form Learn More Property Accounting
IRS Form W-4 Learn More Tax Services
IRS Form W-8BEN Learn More Tax Services
IRS Form W-9 Learn More Tax Services
     
L    
Limited Purchase Orders Learn More Purchasing
Lost & Found Property Claim Form Learn More Surplus & Salvage
Lost & Found Property Form Learn More Surplus & Salvage
Lost Property Inquiry Form Learn More Surplus & Salvage
     
M    
Med Practice Check Order Form Learn More Accounts Payable
Merchandise Return Form Learn More Purchasing
Mileage Log Learn More Travel Accounting
     
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N    
Non-Capital Inventory Form Learn More Property Accounting
Nonresident Alien Data Collection Form Learn More Tax Services
Notice of Intent to Fabricate Form Learn More Property Accounting
    General Stores & Receiving
O    
Off Campus Authorization Form Learn More Property Accounting
     
P    
Payment Request (Interactive and Auto-numbered) Learn More Accounts Payable
PCI Questionnaire for Terminals Learn More Payment Card Acceptance/E-Commerce
Petition Form Learn More Income Accounting & Student Loans
Petty Cash Reimbursement Learn More General Accounting
Petty Cash Request/Change Learn More General Accounting
Point of Sale Application Learn More Payment Card Acceptance/E-Commerce
Preauthorized Loan Payments Learn More Income Accounting & Student Loans
Pre-Registration Travel Authorization Learn More Travel Accounting
Purchasing Card—Add/delete reallocator Learn More P-Card
Purchasing Card—Add/delete reallocator for Multiple Cardholders Learn More P-Card
Purchasing Card—Add or remove chartfields Learn More P-Card
Purchasing Card—Add or remove chartfields for Multiple Cardholders Learn More P-Card
Purchasing Card—Cancel Card Learn More P-Card
Purchasing Card—Change cardholder information Learn More P-Card
Purchasing Card—Change cardholder limits Learn More P-Card
Purchasing Card—Change Default Chartfield Learn More P-Card
Purchasing Card—PCard Application Learn More P-Card
Purchasing Card—Lost Receipts Learn More P-Card
     
Q    
Quasi-Endowment Activity/Project Setup Request Form Learn More General Accounting
     
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Request for Approval to Use a Third Party Vendor Learn More Payment Card Acceptance/E-Commerce
Request for Economic Hardship Deferment Learn More Income Accounting & Student Loans
Request for Forbearance   Income Accounting & Student Loans
Request for Inventory Extension Learn More Property Accounting
Request for School Deferment/Perkins Learn More Income Accounting & Student Loans
Request for Unemployment Deferment   Income Accounting & Student Loans
Request for W2 Discrepancy Review Learn More Tax Services
Request for Yellow Tags Learn More Property Accounting
Request to Change Asset Information Learn More Property Accounting
Request to Change Inventory Controller Learn More Property Accounting
Requisition/General PO Learn More Purchasing
Requisition/Continuation Form Learn More Purchasing
Retirement/Transfer Form Learn More Property Accounting
Return Form Learn More Purchasing
RFP Template Learn More Purchasing
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S    
Scholarship/Fellowship Form Learn More Accounts Payable
Scholarship/Fellowship Direct Deposit Authorization Form Learn More Accounts Payable
Security Forms—Management Reports Learn More Accounts Payable
Security Forms—Payroll Earnings, Benefits & Taxes Learn More Financial Solutions
Signature Authorization Form Learn More Purchasing
     
Stop Payment Form Accounts Payable (interactive) Learn More Accounts Payable
Stop Payment Form Accounts Payable (template) Learn More Accounts Payable
Submit a Request For Pick Up Learn More Surplus & Salvage
     
T    
Tax-Exempt TC-721G Learn More Purchasing
Travel Cash Advance Learn More Travel Accounting
Travel Reimbursement Learn More Travel Accounting
     
U    
UPS Pick Up Form Learn More General Stores & Receiving
Utah Sales Tax Report (FOOD) Learn More General Accounting
Utah Sales Tax Report (NON-FOOD) Learn More General Accounting
Utah State Tax-Supplemental Withholding Form Learn More Tax Services
Utah Tourist Facilities Tax Report Learn More General Accounting
Utah Transient Room Tax Report Learn More General Accounting
     
V    
Vendor Add/Change request Learn More Accounts Payable
     
W    
W-2 Reprint Request Learn More Tax Services
Wells Fargo Gateway Refund Request Form Learn More Payment Card Acceptance/E-Commerce
Wire Transfer Payment Request (Domestic) Learn More Investment Management
Wire Transfer Payment Request (International) Learn More Investment Management
     
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