- Alcohol Use Application: University Personnel
» For use by University Employees and Student Organizations for the purchase or service of alcohol.
- Alcohol Use Application: Public Entities
» For use by public or outside organizations wishing to rent university space for a private event.
- Approval Queue Setup
» Apply to approve your department's BANNER Finance Invoices, Purchase Orders, Requisitions.
- Cash Paid Out Request Form
» Requests for cash when processing a check is not appropriate.
- Cash Exchange Sheet
» When doing cash exchanges departments need to fill out a Cash Exchange Sheet for amounts over $50.
- Change Fund Request
» Establish a departmental change fund.
- Check Request Form
» Use only for Royalty or Refund Payments. See Non-PO Payment Guidelines for additional information
- Confidential Student Financial Records Release
» Authorization to release Student Financial Information.
- Contracted Services < $5,000 (Use Contracted Services Under $5000 Form in GrizMart
» Contract with independent contractors. (Not to exceed $5,000)
- Contracted Services >$5,000 (Use Contracted Services Over $5000 Form in GrizMart
» Contract with independent contractors for purchases exceeding $5,000)
- Cost Transfer Request Form - Grant
» Move expense from one accounting entity to another.
- Costco Receipt Record
» Submit Costco Charge Card Receipts to Business Services.
- Custodial Verification
» State Petty/Cash & Change Fund holders verification.
- Deferred Payment Plan & Promissory Note
» Set up a deferred payment plan for UM student fees.
- Department Form Templates
» Journal Vouchers and Wire Transfer Form templates for department use only.
- Direct Deposit Application for Accounts Payable
» Apply for Direct Deposit and Authorization for Accounts Payable.
- Direct Deposit 1199A form for Savings Account Certification
» Submit State of Montana Financial Institution Certification for Direct Deposits to Savings Accounts.
- Entertainment Approval Form
» Obtain approval for entertainment
- Group Travel Notification
» List individuals and designate Prime Traveler for group travel.
- Hospitality Alcohol Approval Form
» Obtain approval to provide alcohol
- Human Subjects Payment Form
» Request Human Subjects (also referred to as research subjects, or subjects)
- Independent Contractor Checklist
» Determine whether an individual or business qualifies as an independent contractor.
- Index Code Request Form
» Set up a New Index Code (full instruction is available in the following document).
- Index Code Policy/Procedure
» Overview and procedures for establishing a new index.
- Invoice Removal Request
» Request an invoice removal from the Banner Finance System.
- Journal Voucher
» Move funds from one accounting entity to another.
- Journal Voucher (Excel Format)
» Move funds from one accounting entity to another.
- Journal Voucher Removal Request
» Request the removal of a journal voucher from the Banner Finance System.
- Late Registration Fee Waiver
» Waives the fee due to institutional error, public service commitments or unusual circumstances.
- Limited Solicitation (Use Non-Catalog Products $5-25K Form in GrizMart
» Justify purchasing from a short-list of vendors.
- Meeting Conference Job Candidate Form
» Form is to reimburse for meeting, conference, or job candidate expenses.
- New Account Budget (Designated & Auxiliary)
» Provide budget info for a New Index Code request. (Combine with Index Code Setup Request).
- Non-Employee Expense Reimbursement
» Not Valid in Excess of $5000.
- Office Equipment Maintenance Request Form (Use Photocopier Maintenance Request Form in GrizMart
» Renew or cancel photocopier maintenance; due by May 15th each year
- Participant Support Cost Payment Form
» Payment to individuals (cash, housing, travel/meal allowances, other) who take part in a University-sponsored activity.
- Payroll Redistribution Form - Non-Grant
» Redistribute payroll costs from one Non-Grant index code(s) to another Non-Grant index code(s)
- Petty Cash Charge Summary
» Submit petty cash vouchers/associated receipts to replenish departmental petty cash.
- Petty Cash Fund
» Request to establish a departmental petty cash fund.
- Petty Cash Voucher
» Submit petty cash voucher with associated receipt for reimbursement.
- Photo Copier Removal
» Use this form to record the final meter read, who removed the machine, where the machine will be moved to, etc.
- Procard Recurring Charge
» Use this form to authorize recurring procard charges.
- Procard Request
» Obtain a UM Procard including cardholder manual.
- Procard: Split Payment Request
» This form allows proper authorization for people to purchase for another department using the Procard.
» For Procurement related forms, click here
Products/Equipment over $25,000 (Use Non-Catalog Products over $25K Form in GrizMart
» Use this form to request products or equipment over $25,000.
» Fulfill legal requirement to properly document purchase of radioactive materials.
- Relocation Authorization Form
» Secure Dean/Director authorization for relocation expenses
- Relocation Expense Tax Form
» Submit this form with original itemized receipts when your relocation is complete
- Report Development & Analysis Requests (RDA)
» Initiate creation or adaptation of a report or database for each of the areas of Business Services.
- Sole Source Justification Use the appropriate form in GrizMart
» Justify purchasing specified item(s) from a specific vendor.
- Sole Brand Justification Use the appropriate form in GrizMart
» Justify purchasing a specified brand of product(s).
- Stipend Request Form
» Stipend refer to payment(s) issued to UM students by the University to cover living expenses and is not tied to any service or employment.
- Surplus Declaration Form
» Property asset management form that enables departments to declare surplus inventory.
- Third Party Contract
» Contract for Third Party Tuition Payments
- Travel Reimbursement for Actual Lodging Costs
» Request reimbursement for actual lodging costs.
- Travel Request & Authorization / Travel Expense Report (RATTER)
» Request travel authorization, including trip information, includes Travel Expense Report Worksheet
- Vendor Request Form (Not required for GrizMart. Please attach a UM Substitute W-9 for new vendor in GrizMart
» Request to add a new vendor or change an existing one.
- Vendor Request Form Instruction
» Guidelines for filling out the Vendor Request Form.
- W9 - UM Substitute W-9
» Request for taxpayer ID & instruction.
- Wire Transfer Request
» Request for wire transfer.