All Forms
All of the forms listed in the pages above, as well as a few other assorted forms, can be found in the table below. You can use the filtering feature on the right to help narrow down the list to the specific document you are seeking.
| Document | Description | Used By | Filetype |
|---|---|---|---|
| All Card & P-Card Online Application Form | This is a Service Now application. You will need your A# and password to log in. All approvals will be routed to the appropriate parties for authorization. | P-Cards | PAGE |
| Banner Finance Organization Security Access Request Form | This form is to grant authorization for additional staff to have access to your Banner financial data. You can run the Organization Hierarchy Report for a detailed overview of your financial hierarchy and to view current security. | Finance Security | |
| Banner Training/Access Request Form | This form is used campus-wide to gain access to assorted Banner pages and processes. To be completed by requesting users and their supervisors. Prerequisite training may be required. | Finance Security | |
| Cash Exchange Form | This form is used when exchanging/changing money at the Cashier’s Office. | Treasury Services | |
| Change Fund Request | This form is filled out when requesting a change fund, which is specifically designated to make change for customers. Change funds can take from 3-7 business days to process and fill the cash order, depending on the amount. Please plan accordingly. | Treasury Services | |
| Changes to Equipment Inventory Record | Changes in departmental inventories should be followed up with a submission of this form on a regular basis as equipment is relocated or responsible persons change. Updating this information will aid the annual verification of your departmental inventory. | Equipment Management | |
| Communication Allowance Request | Payroll | Page | |
| Commute Application | Office of the VP for Business and Finance | ||
| Companion Travel Approval Form | Travel | ||
| Cost Transfer Justification Form | If a transfer is made more than 90 days after the original transaction or 60 days after the end date of the project, this form is required with the Journal Voucher. | Sponsored Programs Accounting | |
| Delegated Card User Form | P-Cards | ||
| Department Property Administrator Change | This form is requested whenever a department intends to change their property administrator. This person will be the point of contact for our Equipment Management team. Please ensure they are knowledgeable about the assets in your department. |
Equipment Management | |
| Departmental Deposit Slip | Departmental Deposits must be submitted through ServiceNow. This PDF can be used within the department for reconciliation purposes if desired. | Treasury Services | |
| Direct Deposit Form (Non-Payroll) | Accounts Payable, Travel | ||
| Direct Deposit (Payroll) | Payroll | PAGE | |
| Direct Pay Justificaiton Form | Accounts Payable | ||
| Equipment in Storage Form | Equipment Management | ||
| Equipment Off Premises Authorization | Equipment Management | ||
| Fixed Price Certification Form | Sponsored Programs Accounting | ||
| Fly America Act Waiver Checklist | Travel | ||
| Foreign National Information Form | Payroll | ||
| Foreign Status Form, Certificate of W-8BEN | Payroll | ||
| Gift Card/ Cash/ Research Subject Log | Accounts Payable | ||
| Gift-In-Kind Transmittal Form | Equipment Management | ||
| Incident Report Form - Cash Handling | This form is filled out when there is an over / short of $25.00 or more when reconciling cash. This form is to be kept within the department for documentation. | Treasury Services | |
| Intent to Transfer / Sell Equipment on Campus | Equipment Management | ||
| Interagency Shipping-Transfer Form | Equipment Management | ||
| Late Fee Removal Request | Request form for Student Late fee removal. | Bursar's Office | PAGE |
| Meals and Entertainment Form | According to Policy 516 Meals and Entertainment this form is to be used when a meal is purchased. Attach this form to your Travel Reimbursement, it is not required when entering the required information and approval through Banner Workflow when meals are purchased on your p-card or when being reimbursed, the required information and approvals are entered on the Post Meals Form in USU EZ-Buy. |
P-Card, Travel |
|
| Membership and Dues Form | P-Card, Travel | ||
| Mileage Log Template | Travel | Excel | |
| Notice of Intent to Fabricate Equipment | Equipment Management | ||
| P-Card Additional Information Form | The Additional Information Form is not required, but it may be used as support documentation for P-Card transactions that could be viewed as personal purchases, but were made for official University business purposes. (This form may not be used for Meals or Entertainment.) | P-Cards | |
| P-Card Application Form (Service Now) | P-Card Applications are now being submitted through ServiceNow. The approvals will be routed to the appropriate parties for authorization. | P-Cards | PAGE |
| Perkins Cancellation Request | Busar's Office | ||
| Perkins Economic Hardship Request | Bursar's Office | ||
| Perkins Forberance Request | Bursar's Office | ||
| Perkins Master Promissory Note | Bursar's Office | ||
| Perkins Unemployment Deferment Request | Bursar's Office | ||
| Property Loan Agreement | Equipment Management | ||
| Reallocation Transaction | Payroll | ||
| Request for Research Cash Advance Fund | This form is used to request cash that is used to pay for Human Research Participants. For more details and guidelines, please visit our Research Cash Advance Funds webpage. | Treasury Services | |
| Request to Retire Assets | Equipment Management | ||
| Screening Record Form | Equipment Management | ||
| Sponsored Student Promissory Note | Bursar's Office | ||
| Supplemental Payroll Forms | Payroll | Page | |
| Substitute Receipt Form (Accounts Payable) | Accounts Payable | ||
| Substitute Receipt Form (P-Card) | P-Cards | ||
| Substitute Receipt Form (Travel) | Travel | ||
| Temporary Petty Cash Fund | This form is to be filled out when requesting a temporary petty cash fund. Temporary petty cash is used for one-time events or temporary situations. | Treasury Services | |
| Travel Direct Deposit | Travel | ||
| Travel P-Card Application | Now Online through ServiceNow | Travel | Online |
| Volunteer Effort Certification | Sponsored Programs Accounting | ||
| W-4 | Employee's Witholding Allowance Certificate | This links to a PDF hosted by the IRS. | Payroll | |
| W-9 | Request for Taxpayer Identification Number and Certification | This links to a PDF hosted by the IRS. | Purchasing |