Financial & 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

If you are having trouble opening auto-numbered forms, Click Here

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
Step 1: AirSelect Request	Learn More	Travel 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
Step 3: Confirm Reservation	Learn More	Travel Accounting
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
Step 2: Hold Space for Specific Flights	Learn More	Travel Accounting
Honorarium Certification of Academic Activity	Learn More	Tax Services
I
Independent Contractor/Employee Classification Checklist	Learn More	Accounts Payable
Independent Contractor Services Agreement	Learn More	Accounts Payable
International UPS Form	Learn More	General Stores & Receiving
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
Open an Account	Learn More	General Stores & Receiving
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—PCard Application	Learn More	P-Card
Purchasing Card—PCard Update/Change	Learn More	P-Card
Purchasing Card—Statement of Questioned Items (Dispute Charges)	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 Boilerplate/form	Learn More	Purchasing
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S
Scholarship/Fellowship Form	Learn More	Grants & Contracts Accounting
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
Step 1: AirSelect Request	Learn More	Travel Accounting
Step 2: Hold Space for Specific Flights	Learn More	Travel Accounting
Step 3: Confirm Reservation	Learn More	Travel Accounting
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
Wire Transfer Payment Request (Domestic)	Learn More	Investment Management
Wire Transfer Payment Request (International)	Learn More	Investment Management
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