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/Return
» Establish/Reduce 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 (payroll and non-payroll)
» Move expense from one accounting entity to another to correct an error.
Costco Receipt Record
» Submit Costco Charge Card Receipts to Business Services.
» 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.
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
» Set up a New Index Code via U-Approve.
Invoice Removal Request
» Request an invoice removal from the Banner Finance System.
» Move funds from one accounting entity to another via U-Approve.
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/Return
» Establish/Reduce 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.
» 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.
Use the appropriate form in Sole Source Justification GrizMart
» Justify purchasing specified item(s) from a specific vendor.
Use the appropriate form in Sole Brand Justification 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 Request Authorization & Expense Report
» Request travel authorization, including trip information, includes Travel Expense Report Worksheet
(Not required for Vendor Request Form 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.
» Request for taxpayer ID & instruction.
Wire Transfer Request
» Request for wire transfer.