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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 (interactive & auto-numbered)    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 
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
Annual Merchant Agreement   
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
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 Statement of Questioned Items (Dispute Charges)
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
Airline Confirmation
Airline Reservation Request
Close Unused Travel Number   
Pre-Registration Travel Authorization
Travel Cash Advance
Travel Prepayment    
Travel Registration    
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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