Forms
DEPARTMENT |
FORM NAME |
BRIEF | |
| Accounts Payable | Interdepartmental Communication | …communication documenting reason(s) an invoice cannot be processed by A/P… | |
| Invoice for Professional and Consulting Services | Prior to payment being made by consultants, an invoice for professional services rendered must be completed… | ||
| Notice of Interest | …sent to the department advising that an invoice has been paid after time period allowed… | ||
| Participant Payment Form | …payment request for participants in various research projects…. | ||
| Payment Approval | …payment approval form for services rendered on a S po…. | ||
| Request for Tax ID# | …requests a W9, a tax form that must be completed individuals or companies performing services… | ||
| Stop Payment Form | ...to stop payment to a vendor.. | ||
Contracts |
... not paid from a grant | ||
| ... paid from grant | |||
| Collaborator Agreement | ...paid from grant | ||
Development Accounting |
...request new or revision to existing development account... | ||
| Withdrawal Request Form | ...to request withdrawal of foundation funds... | ||
| Payroll Deduction Authorization Form | ...to request payroll to be deducted for gift to foundation funds... | ||
| General Accounting | Accounting & Purchasing Access Form | Required to become a departmental contact person to purchase materials distribution & accounting… | |
| Consultant Travel Reimbursement Form | Consultant Travel Form | ||
| Interdepartmental Invoice | …invoice used by a department to charge another department for goods and services provided | ||
| Rental Car Approval Form | …should be used prior to making any reservation for a rental car for travel… | ||
| Federal Tax Exempt Letter | ...to confirm UMMC qualifies for federal income tax exemption... | ||
| Sales Tax Exempt Letter | ...to confirm UMMC qualifies as exempt from state sales tax... | ||
| Travel Request | …to be submitted prior to departure date for attending in or out-of-state travel…. | ||
| Travel Reimbursement Request | …sample of form to be submitted no later than 30 days after date of travel for reimbursement. Must be typed & submitted in triplicate… | ||
| Travel Waiver | Required to request a waiver from any of the standard travel procedures… | ||
| Grants and Contracts | Budget Revision Form | …must be submitted for a budget revision… | |
| ...provide summary of new award for UMC publications... | |||
| Personnel Activity Report | …documents efforts contributed by employees working on federal & non-federal sponsored projects… | ||
| Procurement Authorization Form | ...authorize personnel to to make purchases from restricted funds... | ||
| Request for Account/Change of Account | …is required to set up a new account for a gift… | ||
| Payroll | Biweekly payroll adjustment voucher | ...used for submitting corrections to hours paid to biweekly employees per pay period. | |
| Call Pay Voucher Form | ...used for submitting requests for previously unpaid call pay. | ||
| Leave Correction Form | ...used for submitting leave corrections for bi-weekly employees. | ||
| Leave Request Form | ...standard from used for requesting leave. | ||
| Monthly Employee Terminal Leave Record | ...used for submitting leave taken by salaried employees in terminating month. | ||
| Monthly Employee Time Corrections Form | ...used for submitting leave corrections for monthly employees. | ||
| Monthly Employees Working Additional Hourly Shifts Form | ...used to sumbit time bi-weekly for those salaried employees working additional hourly shifts. | ||
| Request for IRS Form W-2 | ...used for submitting requests for copies of prior year W2's. | ||
| Records Management | Access to Accounting Web Reports | ...for accounting personnel to access accounting web reports. | |
| Equipment Removal Form | …to move equipment from one department to another | ||
| Equipment Questionnaire | ...required for equipment lease purchase | ||
...required for equipment lease/purchase |
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| Petty Cash Request | …to establish a petty cash fund for a department.. | ||
| Petty Cash Voucher | …needed to receive reimbursement from accounting department's petty cash fund… | ||
| Property Authorization Receipt | …to take equipment off campus for repair or upgrade | ||
| Records Transmittal Receipt | …to be filled out by department for storage of records… | ||
| Request for Petty Cash Fund / Change of Fund | …to establish a petty cash fund for a department.. | ||
| Request to close Petty Cash Fund | …required to close petty cash fund… | ||
| Statement of Audit of Petty Cash Fund | …sent to each department with a petty cash fund twice a year for audit of petty cash fund… | ||
| Transfer of Petty Cash Fund | …to be filled out in case of a change in petty cash custodian… | ||
| Student Accounting & Cashier | Bad Check Complaint Form | …must be filled out on each check prior to bringing the check to the DA's Office, along with required paperwork per policy…. | |
| Notification of Bad Check | …letter sent by certified or registered mail to party presenting bad check when check is returned… | ||
| Student Financial Services | Dependent Childcare Form | …used to request special consideration for federal student aid due to child care expenses paid for the student's dependent child/children… | |
| Non-Tax Filers Statement | …required to file for student financial aid… | ||
| Institutional Financial Aid Data Sheet | …required for all recipients of Scholarships -Grants -Loans -Work Study … | ||
| Sumner Grant Application | …to be filled out by students eligible for the Sumner Grant… | ||
| Childcare Provider Certification | …to be filled out by childcare provider …. |