Forms

All Forms A-Z

• 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.
• 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.
• 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.
• Journal Voucher
   » 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
• 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.
• Procard Request
   » Obtain a UM Procard including cardholder manual.
• Procurement
   » 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.
• Radioactives
   » 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 Request Authorization & Expense Report
   » 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
   » Request for taxpayer ID & instruction.
• Wire Transfer Request
   » Request for wire transfer.