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Financial and Business Services Forms

Department List

Go to Alphabetical List of Forms

  Related Links:  
Accounts Payable   Human Resources/Payroll
Financial Solutions Office of Sponsored Projects (OSP)
General Accounting  Development Office
Grants and Contracts Accounting  
Income Accounting & Student Loans  
Payment Card Acceptance/eCommerce  Forms
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/index.php/accountspayable/  
201 S Presidents Cir Rm. 145  
(801)581-6976  
 
Check Request (Now Payment Request)        Trouble Opening?  Click Here   
Consultant/Independent Contractor Agreement (interactive)  
Consultant/Independent Contractor Agreement (template only)  
Direct Deposit Authorization Form  
Employee Direct Deposit Authorization Form  
Guest Lecturer/Performer Agreement  
Med Practice check order form   
Payment Request (interactive & auto-numbered)       Trouble Opening? Click Here
Stop Payment Form Accounts Payable (interactive)  
Stop Payment Form Accounts Payable (template)  
 
 

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Financial Solutions
Website Address: http://fbs.admin.utah.edu/index.php/fis/
201 S Presidents Cir Rm. 405
(801) 581-3337
Security Forms—Payroll Earnings, Benefits & Taxes   
Security—Overview
Security—Instructions   
   
   
   
General Accounting
Website Address: http://fbs.admin.utah.edu/index.php/ga
201 S Presidents Cir Rm. 405
(801) 581-5610
Activity/Project Set-up Request
           Quasi-Endowment Form
Activity/Project Set-up Request—Instructions
Custom Account Description Request—Activity
Custom Account Description Request—Project
Custom Account Description—Instructions
General Journal Entry
General Journal Entry—Continuation
General Journal Entry—Instructions
Petty Cash Reimbursement
Petty Cash Request/Change
Quasi-Endowment Form
Security Forms—Management Reports
Security—Overview
Security—Instructions
Utah Sales Tax Report (FOOD)
Utah Sales Tax Report (NON-FOOD)
Utah Tax Reports—Instructions
Utah Tourist Facilities Tax Report
Utah Transient Room Tax

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Grants and Contract Accounting
Website Address: http://fbs.admin.utah.edu/index.php/gca
201 S Presidents Cir Rm. 406
(801) 581-7643
Clinical Trial Closeout Checklist and Certification Form
Cost Transfer Form
Cost Transfer Form—Instructions
Fly America Act - Sample Certification/Justification
Fly America Act - Checklist to assist in determining qualifications for a waiver of the restrictions
Scholarship/Fellowship Form
Scholarship/Fellowship Form—Instructions
Scholarship/Fellowship Direct Deposit Authorization Form
Scholarship/Fellowship Direct Deposit Authorization Form Instructions

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Income Accounting & Student Loans  
Website Address: http://fbs.admin.utah.edu/index.php/income/  
201 S 1460 East Rm. 165  
(801) 581-7344  
 
Authorization Agreement for Direct Deposit  
Deferral of Tuition Loan (Information and Worksheet)  
Departmental Deposit Form  
Petition Form  
Preauthorized Loan Payments  
Request for Economic Deferment  
Request for School Deferment  
 
 

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Payment Card Acceptance/eCommerce  
Website Address: http://fbs.admin.utah.edu/index.php/payment_card  
201 S 1460 East Rm. 165  
(801) 581-7344  
 
Change Form      
Closure Form     
eCommerce Application     
PCI Questionnaire for Terminals     
Point of Sale Application     
   
 
 
Property Accounting
Website Address: http://fbs.admin.utah.edu/index.php/property
201 S Presidents Cir Rm. 416
(801) 581-8673
Inventory Form A
Inventory Form B
Notice of Intent to Fabricate Form
Off Campus Authorization Form
Request for Inventory Extension
Request for Yellow Tags
Request to Change Asset Information
Request to Change Inventory Controller
Retirement/Transfer Form      Trouble Opening?  Click Here
Retirement/Transfer Form—Instructions

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Purchasing  
Website Address: http://fbs.admin.utah.edu/index.php/purchasing  
1901 E. S. Campus Dr. Rm. 151  
(801) 581-7241  
 
Conflict of Interest  
GRAMA  
Merchandise Return Form  
Requisition/General PO  
Requisition/Continuation Form  
Return Form  
RFP Boilerplate/form     
Signature Authorization Form  
Signature Authorization Form—Instructions  
Tax-Exempt TC-721G  
 

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Purchasing Card (P–Card)  
Website Address: http://fbs.admin.utah.edu/index.php/pcard  
1901 E. S. Campus Dr. Rm. 151  
(801) 581-7241  
 
Business Meal Documentation Form  
Cardholder Agreement Form  
P-Card Application  
P-Card Update/Change  
P-Card Lost Receipts  
 
 

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Tax Services  
Website Address: http://fbs.admin.utah.edu/index.php/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  
Honorarium Certification of Academic Activity  
Nonresident Alien Data Collection Form  
IRS W-4 Form  
IRS Form W-8BEN   
IRS Form W-8BEN—Instructions   
IRS Form W-9   
Request for W2 Discrepancy Review  
Utah State Tax-Supplemental Withholding Form  
W-2 Reprint Request  
 

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Travel Accounting
Website Address: http://fbs.admin.utah.edu/index.php/travel/
201 S Presidents Cir Rm. 416
(801) 581-7142
Close Unused Travel Number   
Pre-Registration Travel Authorization
Step 1: AirSelect Request  
Step 2: Hold Space for Specific Flights  
Step 3: Confirm Reservation  
Travel Cash Advance
Travel Reimbursement   
   
University Surplus & Salvage  
Website Address: http://fbs.admin.utah.edu/index.php/surplus/  
210 Connor Street  
(801) 581-7917  
 
Lost & Found Property Claim Form  
Lost & Found Property Form  
Lost Property Inquiry Form  
Submit a request for pick up  
 
 

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