Finance & Administration Forms
Please contact the Controller's Office for questions about which form to use.
Accounting - Accounts Payable - Administrative Services - Budget - Cashier - Facilities -
Insurance & Liability - Payroll - Student Clubs - Tax & Compliance
- No results found
Accounting Forms
Traveling on Business
Summary Travel Expense Form (pdf)
Summary Travel Expense Form (excel)
Summary Travel Expense Form - Per Diem (pdf)
Summary Travel Expense Form - Per Diem (excel)
Field Trip Procedures and Forms
Historical Exchange Rates
Meals Policy and Per Diem Links
Currency Converter
Managing Funds/Budgets
Journal Entry Form (Adobe Sign) / Adobe Sign Journal Entry Instructions
Journal Entry Form (pdf interactive)
Introduction to Endowed Funds
Cash Advance - Requesting and Reconciling
Faculty/Staff - Accessing a Fund Balance in Banner
Students - Accessing a Fund Balance in Banner
New Fund/Organization Request Form
Frequently Used Account Codes
Fund Types - Brief Explanation
Banner Codes as seen in Self-Service Banner
Other Resources
Wire Transfer FormWire Transfer Instructions
Payment Flow Charts
Accounts Payable Forms
Check Requisition Form (pdf interactive on Google Chrome and Internet Explorer)
Honorarium Letter
W-8BEN (For individuals)
W-8BEN Instructions
W-8BEN-E (For business entities)
W-8BEN-E Instructions
W-8BEN-E (Adobe Sign)
W-9 Form
W-9 Form (Adobe Sign)
Student Award Payment Form
Mileage Reimbursement Form 2023
Contract Authorization Guidelines
Payment Flow Charts
Concur Manual
Administrative Services Forms
P-Card Policies and Procedures
P-Card Definitions
P-Card Training Document
P-Card Application
P-Card Application (Adobe Sign)
P-Card Missing Receipt Affidavit
P-Card Dispute Form- UMB Bank
Purchase Order Request
Purchase Order Request (Adobe Sign)
Bid Waiver
Budget Forms
Budget Reallocation Instructions
Budget Change Form
Budget FAQ's
Cashier Forms
Deposit Bag Instructions
Detailed Departmental Deposit Form
Facilities Forms
Submit a Request for a Work Order or Keys
Submit a Project Initiation Form for R & R/Capital Improvement
HR Forms Webpage
Payroll Forms
2023 W-4 Form
Cell Phone Allowance Form
Cell Phone Allowance Procedure
Misc. Payroll Request Form
Payment Flow Chart
Full-Time Staff Time Sheet Entry on Self-Service Banner
How to Approve a Time Sheet on Self-Service Banner
Exempt Leave Reporting Instructions
Proxy Set-Up
Proxy Removal Directions
Time Sheet Entry for Students/Temp Staff
Student Club Forms
Student Club Application
Student Club Information 2020-2021
Student Club Account Policies & Guidelines
Tax & Compliance Forms
W-9
W-8BEN (for individuals)
W-8BEN-E (for business entities)
International
Nonresident Alien Taxation FAQ's for International Visitors
Students
IRS Publication 970 - Tax Benefits for Education
Faculty and Staff
Nonresident Alien Taxation FAQ's for Faculty and Staff Paying International Visitors
Honorarium and International Performer Procedures
Payments to Foreign Individuals/Vendors
Statement for Services Performed Outside the United States
Payment Flow Charts