Financial & Business Services Forms

Department List

Go to Alphabetical List of Forms

To better understand the FBS forms, a link has been added to each to “Learn More.” Following that link will open a page with the following catagories 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

	Related Links:
Accounts Payable	Human Resources/Payroll
Financial Solutions	Office of Sponsored Projects (OSP)
General Accounting	Development Office
General Stores
Grants and Contracts Accounting
Income Accounting & Student Loans
Investment Management Office
Payment Card Acceptance/E-Commerce
Property Accounting
Purchasing
Purchasing Card (P-Card)
Tax Services and Payroll Accounting
Travel Accounting
University Surplus and Salvage

Accounts Payable
Website Address: http://fbs.admin.utah.edu/accountspayable/
201 S Presidents Cir Rm. 145
(801)581-6976
Direct Deposit Authorization Form	Learn More
Employee Direct Deposit Authorization Form	Learn More
Employee/Independent Contractor Classification Checklist	Learn More
Guest Lecturer/Performer Agreement	Learn More
Independent Contractor/Employee Classification Checklist	Learn More
Independent Contractor Services Agreement	Learn More
Med Practice Check Order Form	Learn More
Payment Request (interactive & auto-numbered)	Learn More
Stop Payment Form Accounts Payable (interactive)	Learn More
Scholarship/Fellowship Form	Learn More
Scholarship/Fellowship Direct Deposit Authorization Form	Learn More
Stop Payment Form Accounts Payable (template)	Learn More
Vendor Add/Change request	Learn More
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Financial Solutions
Website Address: http://fbs.admin.utah.edu/fis/
201 S Presidents Cir Rm. 405
(801) 581-3337
Security Forms—Payroll Earnings, Benefits & Taxes	Learn More
General Accounting
Website Address: http://fbs.admin.utah.edu/ga
201 S Presidents Cir Rm. 405
(801) 581-5610
Activity/Project Set-up Request	Learn More
Custom Account Description Request—Activity	Learn More
Custom Account Description Request—Project	Learn More
General Journal Entry	Learn More
General Journal Entry—Continuation	Learn More
Petty Cash Reimbursement	Learn More
Petty Cash Request/Change	Learn More
Quasi-Endowment Form	Learn More
Security Forms—Management Reports	Learn More
Utah Sales Tax Report (FOOD)	Learn More
Utah Sales Tax Report (NON-FOOD)	Learn More
Utah Tourist Facilities Tax Report	Learn More
Utah Transient Room Tax	Learn More
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General Stores & Receiving
Website Address: http://fbs.admin.utah.edu/stores/
1795 E. South Campus Drive Room 253
801) 581-8671
Open an Account	Learn More
International UPS Form	Learn More
UPS Pick Up Form	Learn More
Grants and Contract Accounting
Website Address: http://fbs.admin.utah.edu/gca
201 S Presidents Cir Rm. 406
(801) 581-7643
Clinical Trial Closeout Checklist and Certification Form	Learn More
Cost Transfer Form	Learn More
Fly America Act – Sample Certification/Justification	Learn More
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Income Accounting & Student Loans
Website Address: http://fbs.admin.utah.edu/income/
201 S 1460 East Rm. 165
(801) 581-7344
Authorization Agreement for Direct Deposit	Learn More
Deferral of Tuition Loan (Information and Worksheet)	Learn More
Departmental Deposit Form	Learn More
Petition Form	Learn More
Preauthorized Loan Payments	Learn More
Request for Economic Hardship Deferment	Learn More
Request for School Deferment /Perkins	Learn More
Request for Unemployment Deferment
Request for Forbearance
Investment Management Office
Website Address: http://invest.utah.edu/
201 S Presidents Cir Rm 402
(801) 581-5949
Wire Transfer Payment Request (Domestic)
Wire Transfer Payment Request (International)
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Payment Card Acceptance/E-Commerce
Website Address: http://fbs.admin.utah.edu/payment_card
201 S 1460 East Rm. 165
(801) 581-7344
Change Form	Learn More
Closure Form	Learn More
E-Commerce Application	Learn More
PCI Questionnaire for Terminals	Learn More
Point of Sale Application	Learn More
Request for Approval to Use a Third Party Vendor	Learn More
Property Accounting
Website Address: http://fbs.admin.utah.edu/property
201 S Presidents Cir Rm. 416
(801) 581-8673
Inventory Form A	Learn More
Inventory Form B	Learn More
Non-Capital Inventory Form	Learn More
Notice of Intent to Fabricate Form	Learn More
Off Campus Authorization Form	Learn More
Request for Inventory Extension	Learn More
Request for Yellow Tags	Learn More
Request to Change Asset Information	Learn More
Request to Change Inventory Controller	Learn More
Retirement/Transfer Form	Learn More
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Purchasing
Website Address: http://fbs.admin.utah.edu/purchasing
1901 E. S. Campus Dr. Rm. 151
(801) 581-7241
Conflict of Interest	Learn More
GRAMA	Learn More
Limited Purchase Orders	Learn More
Merchandise Return Form	Learn More
Requisition/General PO	Learn More
Requisition/Continuation Form	Learn More
Return Form	Learn More
RFP Boilerplate/form	Learn More
Signature Authorization Form	Learn More
Tax-Exempt TC-721G	Learn More
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Purchasing Card (P–Card)
Website Address: http://fbs.admin.utah.edu/pcard
1901 E. S. Campus Dr. Rm. 151
(801) 581-7241
Business Meal Documentation Form	Learn More
Cardholder Agreement Form	Learn More
P-Card Application	Learn More
P-Card Update/Change	Learn More
P-Card Statement of Questioned Items (Dispute Charges)	Learn More
P-Card Lost Receipts	Learn More
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Tax Services
Website Address: http://fbs.admin.utah.edu/tax-services
201 S Presidents Cir Rm. 401
(801) 581-5414
Application for Sales Tax Exemption Number for Religious or Charitable Institutions, Form TC-160	Learn More
Honorarium Certification of Academic Activity	Learn More
Nonresident Alien Data Collection Form	Learn More
IRS W-4 Form	Learn More
IRS Form W-8BEN	Learn More
IRS Form W-9	Learn More
Request for W2 Discrepancy Review	Learn More
Utah State Tax-Supplemental Withholding Form	Learn More
W-2 Reprint Request	Learn More
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Travel Accounting
Website Address: http://fbs.admin.utah.edu/travel/
201 S Presidents Cir Rm. 416
(801) 581-7142
Close Unused Travel Number	Learn More
Mileage Log	Learn More
Pre-Registration Travel Authorization	Learn More
Step 1: AirSelect Request	Learn More
Step 2: Hold Space for Specific Flights	Learn More
Step 3: Confirm Reservation	Learn More
Travel Cash Advance	Learn More
Travel Reimbursement	Learn More
University Surplus & Salvage
Website Address: http://fbs.admin.utah.edu/surplus/
210 Connor Street
(801) 581-7917
Lost & Found Property Claim Form	Learn More
Lost & Found Property Form	Learn More
Lost Property Inquiry Form	Learn More
Submit a request for pick up	Learn More
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