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Financial & Business Services FormsFinancial & Business Services Forms

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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

A B CD E F GHILMNOPQRS T U VW

A
Activity/Project Set-up Request
GUIDE Activity/Project set-up request instructions
INDEX Activity/Project Setup Request
Step 1: AirSelect Request
TRAIN Travel Training
REGS Rule R3-030A – Guidelines for Airfare Costs and Class of Service
REGS Policy 3-030: Travel Policy
Application for Sales Tax Exemption # for Religious or Charitable Institutions, Form TC-160
GUIDE Sales Tax, Tourist Facilities Tax, and Transient Room Tax Monthly Report Form Instructions
TRAIN Sales Tax Online Training
INDEX Sales Tax
Authorization Agreement for Direct Deposit
GUIDE Accounts Payable – Direct Deposit
INDEX Authorization Agreement for Direct Deposit (Student – Income Accounting)
B
Business Meal Documentation Form
GUIDE Guidelines for Meals/Incentive Awards/Flowers/Retirement Gifts
INDEX Business Meals
REGS Policy 3-031: Recruitment and Entertainment Expense Reimbursement Policy
C
Cardholder Agreement Form
TRAIN Purchasing Card Training
TRAIN Purchasing Card Online Training
INDEX Cardholder Agreement Form
Change Form
TRAIN Training Guides
INDEX Change Form
REGS Policy 3-070 Subject: Payment Card Acceptance
Clinical Trial Closeout Checklist and Certification Form
GUIDE Clinical Research Compliance and Education
TRAIN Grants Management Essentials
INDEX Clinical Trial Closeout Checklist and Certification
Close Unused Travel Number
GUIDE Closing a Trip
TRAIN Travel Training
INDEX Closing a Trip
REGS Rule R3-030A – Guidelines for Airfare Costs and Class of Service
REGS Policy 3-030: Travel Policy
Closer Form
TRAIN Training Guides
INDEX Closure Form
REGS Policy 3-070 Subject: Payment Card Acceptance
Step 3: Confirm Reservation
TRAIN Travel Training
REGS Rule R3-030A – Guidelines for Airfare Costs and Class of Service
REGS Policy 3-030: Travel Policy
Conflict of Interest
INDEX Conflict of Interest
REGS Policy 1-006: Conflict of Interest Policy
Cost Transfer Form
GUIDE Cost Transfer Form Instructions
TRAIN Grants Management Essentials
INDEX Cost Transfer
REGS Policy 3-021: Cost Transfers Affecting Federal Sponsored Agreements
Custom Account Description Request—Activity
GUIDE Custom Account Description – Overview and Form Instructions
GUIDE FBS Help – Chartfields
INDEX Custom Account Description
Custom Account Description Request—Project
GUIDE Custom Account Description – Overview and Form Instructions
GUIDE FBS Help – Chartfields
INDEX Custom Account Description
D
Deferral of Tuition Loan (Information and Worksheet)
GUIDE Tuition Payment Options
INDEX Deferral of Tuition Loans
Departmental Deposit Form
GUIDE Departmental Deposit
GUIDE Departmental Deposit (credit cards) from Momentum Newsletter; Jan 1, 2010
GUIDE FBS Help – Departmental Deposits
TRAIN Online Departmental Deposit Forms
INDEX Departmental Deposits
Direct Deposit Authorization Form
GUIDE Direct Deposit Instructions
GUIDE Payment Verification Checklist
GUIDE Accounts Payable, with direct deposit your payment can be worry free
GUIDE Procurement to Pay
TRAIN Online Accounts Payable & Procurement Methods
INDEX Direct Deposit, Authorization Agreement
E
E-Commerce Application
GUIDE How to request an E-Commerce/POS Account
GUIDE Payment Card Acceptance Guidelines
INDEX E-Commerce
REGS Credit Card Compliancy Requirements
REGS Policy 3-070 Subject: Payment Card Acceptance
Employee Direct Deposit Authorization Form
GUIDE Accounts Payable, with direct deposit your payment can be worry free
GUIDE Procurement to Pay
TRAIN Online Accounts Payable & Procurement Methods
INDEX Direct Deposit, Authorization Agreement
Employee/Independent Contractor Classification Checklist
INDEX Consultant/Independent Contractor Agreement
REGS Policy 3-111: Independent Consultant
F
Fly America Act – Sample Certification/Justification
GUIDE Fly America Act
GUIDE Federal Travel Regulations
INDEX Fly America Act
REGS Policy 3-030: Travel Policy
G
General Journal Entry
GUIDE General Journal Entry Form Preparation Instructions
GUIDE Journal ID Reference
GUIDE Transaction Detail Search Journals Identification Parameters
GUIDE FBS Help – Journal Detail Search
GUIDE FBS Help – Journal ID
INDEX General Journal Entry
INDEX Journal Entry
REGS Policy 3-003: Authorizations and Approvals Required for Financial Transactions
General Journal Entry—Continuation
GUIDE General Journal Entry Continuation Form Preparation Instructions
GUIDE Journal ID Reference
GUIDE Transaction Detail Search Journals Identification Parameters
GUIDE FBS Help – Journal Detail Search
GUIDE FBS Help – Journal ID
INDEX General Journal Entry
INDEX Journal Entry
REGS Policy 3-003: Authorizations and Approvals Required for Financial Transactions
GRAMA
GUIDE Records Retention GRAMA
INDEX GRAMA
REGS Policy 3-001: Financial Information Policy
Guest Lecturer/Performer Agreement
GUIDE Procedures for Completing the University of utah Professional Services/Conslutant Forms
INDEX Guest Lecturer/Performer Agreement
REGS Policy 3-062: Honorarium Payments
H
Step 2: Hold Space for Specific Flights
TRAIN Travel Training
REGS Rule R3-030A – Guidelines for Airfare Costs and Class of Service
REGS Policy 3-030: Travel Policy
Honorarium Certification of Academic Activity
REGS Policy 3-062: Honorarium Payments
REGS Policy 3-111: Independent Consultant and Independent Contractor Professional Service Agreements
I
Inventory, Capital Form A
GUIDE Annual Inventory Procedures
GUIDE Procedures for Completing Annual Capital Equipment Inventory
GUIDE Basic Inventory Information
INDEX Inventory, Capital Form A & Capital Form B
INDEX Inventory Procedures
REGS Policy 3-040: Property Accounting
Inventory, Capital Form B
GUIDE Annual Inventory Procedures
GUIDE Procedures for Completing Annual Capital Equipment Inventory
GUIDE Basic Inventory Information
INDEX Inventory, Capital Form A & Capital Form B
INDEX Inventory Procedures
REGS Policy 3-040: Property Accounting
IRS Form W-4
INDEX W-4, IRS Form
REGS Policy 5-402: Payroll Deductions
IRS Form W-8BEN
GUIDE IRS Instructions for Form W-8BEN
INDEX W-8BEN, IRS Form
IRS Form W-9
GUIDE IRS Instructions for the Requester of Form W-9
INDEX W-9, IRS Form
L
Lost & Found Property Claim Form
GUIDE Lost and Found Overview
INDEX Lost & Found
Lost & Found Property Form
GUIDE Lost and Found Overview
INDEX Lost & Found
Lost Property Inquiry Form
GUIDE Lost and Found Overview
INDEX Lost & Found
M
Med Practice Check Order Form
INDEX Medical Practice Check Order Form
Merchandise Return Form
GUIDE How to use the Purchasing Card
TRAIN Procurement Basics
INDEX Merchandise Return Form
Mileage Log
GUIDE Schedule of Allowable Rates
TRAIN Travel Accounting Principles & Web Application
INDEX Mileage (Personal)
INDEX Travel Services Department
REGS Policy 3-030: Travel Policy
N
Non-Capital Inventory Form
GUIDE Non-Capital Inventory Instructions
GUIDE Basic Inventory Information
INDEX Inventory Procedures
REGS Policy 3-041: Non Capital Equipment
Nonresident Alien Data Collection Form
GUIDE Nonresident Alien Employees
GUIDE Nonresident Alien Traineeship Recipients
GUIDE Nonresident Alien Visitors
GUIDE Nonresident Aliens Receiving Tuition Waivers
TRAIN Non-Resident Alien Payments
INDEX Non-Resident Alien Payments
REGS Policy 6-403: Residency Determination for Tuition Purposes
Notice of Intent to Fabricate Form
GUIDE Fabricated Equipment
INDEX Notice of Intent to Fabricate Form
REGS Policy 3-040: Property Accounting
O
Off Campus Authorization Form
GUIDE When to use off campus authorization form
INDEX Off Campus Authorization Form
REGS Policy 3-040: Property Accounting
P
Payment Request (Interactive and Auto-numbered)
GUIDE Trouble Opening?
GUIDE Payment Request Expenditure Review (Interactive Instructions)
GUIDE Payment Methods of Procurement
GUIDE Payment Request Notice
GUIDE One invoice per Payment Request Form from Momentum Newsletter; Jan. 1, 2010
GUIDE Stale-dated checks from Momentum Newsletter; Jan. 1, 2010
GUIDE From the Interview to the Move from Momentum Newsletter; Jan. 1, 2010
TRAIN Accounts Payable & Procurement Methods
INDEX Payment Request
PCI Questionnaire for Terminals
GUIDE PCI DSS Questionnaires
GUIDE E-Commerce Definitions
TRAIN Training Guides
INDEX PCI DSS Questionnaire for Terminals
REGS Policy 3-070 Subject: Payment Card Acceptance
REGS Credit Card Compliancy Rule 07/18/08
Petition Form
GUIDE Tuition Information
INDEX Petition Form
Petty Cash Reimbursement
GUIDE Petty Cash Funds Guidelines
INDEX Petty Cash Funds
REGS Policy 3-011: Petty Cash Funds
Petty Cash Request/Change
GUIDE Petty Cash Funds Guidelines
INDEX Petty Cash Funds
REGS Policy 3-011: Petty Cash Funds
Point of Sale Application
GUIDE E-Commerce Definitions
TRAIN Training Guides
INDEX Point of Sale Application
REGS Policy 3-070 Subject: Payment Card Acceptance
REGS Credit Card Compliancy Rule 07/18/08
Preauthorized Loan Payments
GUIDE Tuition Payment Options
GUIDE Loan Information
Pre-Registration Travel Authorization
TRAIN Travel Training
INDEX Pre-Registration Travel Authorization
REGS Rule R3-030A – Guidelines for Airfare Costs and Class of Service
REGS Policy 3-030: Travel Policy
Purchasing Card—PCard Application
GUIDE Purchasing Card Overview
GUIDE How to use the Purchasing Card
TRAIN Purchasing Cardholder Training
TRAIN Purchasing Card Training Online using eduCAT
INDEX Purchasing Card
Purchasing Card—PCard Update/Change
GUIDE Purchasing Card Overview
GUIDE Purchasing Card Frequently Asked Questions
TRAIN Purchasing Cardholder Training
TRAIN Purchasing Card Training Online using eduCAT
INDEX Purchasing Card
Purchasing Card—Lost Receipts
GUIDE Purchasing Card Overview
GUIDE Purchasing Card Frequently Asked Questions
TRAIN Purchasing Cardholder Training
TRAIN Purchasing Card Training Online using eduCAT
INDEX Purchasing Card
Q
Quasi-Endowment Activity/Project Setup Request Form
GUIDE Activity/project set-up request instructions
GUIDE Quasi Endowments
TRAIN Endowments 101
TRAIN Endowment Income Projections Workshop
TRAIN Endowments 101 for Academic Leadership
INDEX Quasi-Endowment Agreement Form
REGS Endowment Pool Management Guidelines
REGS Policy 3-050: University of Utah Investment Policies
R
Request for Approval to Use a Third Party Vendor
GUIDE Payment Card Acceptance Guidelines
INDEX E-Commerce
REGS Credit Card Compliancy Requirements
REGS Policy 3-070 Subject: Payment Card Acceptance
Request for Economic Deferment
GUIDE Tuition Information
INDEX Request for Economic Deferment
Request for Inventory Extension
GUIDE Annual Inventory Procedures
GUIDE Inventory Instructions
INDEX Request for Inventory Extension
REGS Policy 3-040: Property Accounting
Request for School Deferment
GUIDE Tuition Information
INDEX Request for Economic Deferment
Request for W2 Discrepancy Review
GUIDE W-2 Frequently Asked Questions
GUIDE How to Read Your W2
INDEX W-2, IRS Form
Request for Yellow Tags
GUIDE Annual Inventory Procedures
GUIDE Inventory Instructions
INDEX Request for Yellow Tags
REGS Policy 3-040: Property Accounting
Request to Change Asset Information
GUIDE Annual Inventory Procedures
GUIDE Inventory Instructions
INDEX Request to Change Asset Information
REGS Policy 3-040: Property Accounting
Request to Change Inventory Controller
GUIDE Annual Inventory Procedures
GUIDE Inventory Instructions
INDEX Request to Change Inventory Controller
REGS Policy 3-040: Property Accounting
Requisition/General PO
GUIDE PO Terms and Conditions
GUIDE FBS Help – Purchase Orders
GUIDE FAQ Intangible Assets
GUIDE From the Interview to the Move from Momentum Newsletter; Jan. 1, 2010
TRAIN Procurement Basics
TRAIN Purchasing and Procurement
INDEX Requisition/General PO
REGS Rule R3-100C: Requisition Preparation and Processing
Requistion/Continuation Form
GUIDE PO Terms and Conditions
GUIDE FBS Help – Purchase Orders
TRAIN Procurement Basics
TRAIN Purchasing and Procurement
INDEX Requisition/General PO
REGS Rule R3-100C: Requisition Preparation and Processing
Retirement/Transfer Form
GUIDE Trouble Opening?
GUIDE Retirement/Transfer Instructions
INDEX Retirement/Transfer
REGS Policy 3-040: Property Accounting
Return Form
GUIDE Returns
TRAIN Procurement Basics
TRAIN Purchasing and Procurement
INDEX Requisition/Return Form
REGS Rule R3-100C: Requisition Preparation and Processing
RFP Template
TRAIN Procurement Basics
TRAIN Purchasing and Procurement
INDEX Request for Proposal (RFP Boilerplate Form)
REGS Rule R3-100C: Requisition Preparation and Processing
S
Educational/Research Traineeship Grants Form
GUIDE Traineeship Instructions
GUIDE IRS Publication 970 (2008), Tax Benefits for Education
INDEX Educational/Research Traineeship Grants Form
Traineeship Direct Deposit Authorization Form
GUIDE Traineeship Direct Deposit Instructions
GUIDE IRS Publication 970 (2008), Tax Benefits for Education
INDEX Educational/Research Traineeship Grants Form
Security Forms—Management Reports
GUIDE Financial System Report Security Overview
GUIDE Financial System Report Security Form Instructions
GUIDE Web Quick Tips – Security to Web Applications
INDEX Security Form – Management Reports
REGS Policy 4-004: University Information Technology Resource Security Policy
Security Forms—Payroll Earnings, Benefits & Taxes
GUIDE Financial System Report Security Overview
GUIDE Financial System Report Security Form Instructions
GUIDE Web Quick Tips – Security to Web Applications
INDEX Security Form – Management Reports
REGS Policy 4-004: University Information Technology Resource Security Policy
Signature Authorization Form
GUIDE Signature Authorization Form Instructions
INDEX Security Form – Signature Authorization
REGS Policy 3-004: Processing and Signing Official Documents
Stop Payment Form Accounts Payable (interactive)
TRAIN Accounts Payable & Procurement Methods
INDEX Stop Payment Form
Stop Payment Form Accounts Payable (template)
TRAIN Accounts Payable & Procurement Methods
INDEX Stop Payment Form
Submit a request for pick up
GUIDE Surplus and Salvage – Department FAQs
INDEX Surplus & Salvage
REGS Policy 3-040: Property Accounting
T
Tax-Exempt TC-721G
GUIDE University’s Tax Exempt Status
GUIDE IRS letter of 501(c)(3) Exempt Status
GUIDE Procedures to Follow on University Sales to Outsiders
TRAIN Tax Overview
INDEX Tax Exempt Status, University of Utah
Travel Cash Advance
GUIDE How do I get a travel advance?
TRAIN Travel Accounting Principles & Web Application
INDEX Travel Services Department
REGS Rule R3-030A – Guidelines for Airfare Costs and Class of Service
REGS Policy 3-030: Travel Policy
Travel Reimbursement
GUIDE Schedule of Allowable Rates for University Travel
GUIDE Per Diem Rates for Meal and Incidental Expenses
GUIDE Rental Vehicles
GUIDE Diners Club Corporate Credit Cards
GUIDE From the Interview to the Move from Momentum Newsletter; Jan. 1, 2010
TRAIN Travel Accounting Principles & Web Application
INDEX Travel Reimbursement
REGS Rule R3-030A – Guidelines for Airfare Costs and Class of Service
U
UPS Pick Up Form
GUIDE How to Order
REGS Policy 3-193: Requesting Service From Campus Agencies
Utah Sales Tax Report (FOOD)
GUIDE Sales Tax – Monthly Report Form Instructions
GUIDE Procedures to Follow on University Sales to Outsiders
TRAIN Tax Overview
TRAIN Sales Tax Online Training
TRAIN Sales Tax Training Presentation
INDEX Sales Tax
Utah Sales Tax Report (NON-FOOD)
GUIDE Sales Tax – Monthly Report Form Instructions
GUIDE Procedures to Follow on University Sales to Outsiders
TRAIN Tax Overview
TRAIN Sales Tax Online Training
TRAIN Sales Tax Training Presentation
INDEX Sales Tax
Utah State Tax-Supplemental Withholding Form
TRAIN Tax Overview
INDEX Utah State Tax
Utah Tourist Facilities Tax Report
GUIDE Tourist Facilities Tax – Monthly Report Form Instructions
GUIDE Procedures to Follow on University Sales to Outsiders
TRAIN Tax Overview
INDEX Utah State Tax
Utah Transient Room Tax Report
GUIDE Utah Transient Room Tax – Monthly Report Form Instructions
GUIDE Procedures to Follow on University Sales to Outsiders
TRAIN Tax Overview
INDEX Utah State Tax
V
Vendor Add/Change request
GUIDE PS – Vendor Search Criteria
GUIDE Web – Vendor Search Criteria
INDEX Vendor Search
W
W-2 Reprint Request
GUIDE W-2 Frequently Asked Questions
GUIDE FBS News Post – Exciting W-2 News
GUIDE FBS News Post – View W-2 Forms Year Round!
INDEX W-2, IRS Form
Wells Fargo Gateway Refund Request Form
TRAIN Training Guides
REGS Policy 3-070 Subject: Payment Card Acceptance