Business Services Forms in Adobe PDF format requires Acrobat software to open and print the forms:
Install Adobe Acrobat
|
| 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.
|
| Change Fund Request |
| » Establish a departmental change fund. |
| Confidential Student Financial Records Release |
| » Authorization to release Student Financial Information. |
| Contracted Services < $5,000 |
| » Contract with independent contractors. (Not to exceed $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. |
| 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 |
| » Obtain approval for departmental entertainment, receptions, etc. |
| External Invoice |
| » Bill non-UM entities for goods or services provided by your department. |
| Financial Aid Delivery Authorization Form |
| » Covers Financial Aid that is not directly credited to your student account. |
| Get A Procard |
| » Obtain a UM Procard including card holder manual. |
| Group Travel Notification |
| » List individuals and designate Prime Traveler for group travel. |
| Guest Speaker Contract |
| » Request one-time payment for a guest speaker. (Not to exceed $2,000) |
| 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 Request Instruction |
| » Complete & Print Form. Obtain Signature & Route to Accounting Services. |
| 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. |
| Justify Sole Source or Brand |
| » Justify purchasing a specified brand, or from a specific vendor. |
| Late Registration Fee Waiver |
| » Waives the fee due to institutional error, public service commitments or unusual circumstances. |
| Limited Solicitation |
| » Justify purchasing from a short-list of vendors. |
| New Account Budget (Designated & Auxiliary) |
| » Provide budget info for a New Index Code request. (Combine with Index Code Setup Request). |
| Non Mailer Submittal Form |
| » Documentation to be mailed with check. |
| Office Equipment Maintenance Request Form |
| » Renew office equipment maintenance or photocopier cost-per-copy contract. |
| Payment Voucher |
| » Submit a vendor invoice to Business Services-Accounting for payment. |
| 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. |
| Procard: Split Payment Request |
| » This form allows proper authorization for people to purchase for another department using the Procard. |
| Radioactives |
| » Fulfill legal requirement to properly document purchase of radioactive materials. |
| Report Development & Analysis Requests (RDA) |
| » Initiate creation or adaptation of a report or database for each of the areas of Business Services. |
| Request for Refund |
| » Process a student's request for a refund of various deposits, fees, etc. |
| Requisition Approval Queue Setup |
| » Apply for authority to approve your department's BANNER Finance requisitions. |
| Subject Reimbursement and Certification Form |
| » Record subject reimbursement expense and replenish or close account.
|
| Surplus Declaration Form |
| » Property asset management form that enables departments to declare surplus inventory.
|
| 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 |
| » Request to add a new vendor or change an existing one. |
| Vendor Request Form Instruction |
| » Guidelines for filling out the Vendor Request Form. |
| W9 |
| » Request for taxpayer ID & instruction. |
Business Services
