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Finance & Administration Forms

Please contact the Controller's Office if you
have questions on which form to use.

Accounting - Accounts Payable - Administrative Services - Budget - Cashier - Facilities - 
Insurance&Liability - Human Resources - Payroll - Student Clubs - Tax&Compliance

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 (DocuSign)
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 Form
Wire Transfer InstructionsPayment Flow Charts

Accounts Payable Forms

Check Requisition Form (pdf interactive on Google Chrome and Internet Explorer)
Direct Deposit Form
Honorarium Letter
W-8BEN (For individuals)
W-8BEN Instructions
W-8BEN-E (For business entities)
W-8BEN-E Instructions
W-9 Form
Student Award Payment Form
Mileage Reimbursement Form
Contract Authorization Guidelines
Payment Flow Charts

Administrative Services Forms

P-Card Policy and Procedures
P-Card General Guidelines
P-Card Definitions
P-Card Training Document
IntelliLink- P-Card Reconciliation
P-Card Application
P-Card Missing Receipt Affidavit
P-Card Dispute Form- UMB Bank
UMB Bank Outdoor Education Cardholder Training
P-Card Electronic Receipt Imaging Document
P-Order Request
Bid Waiver

Budget Forms

Budget Reallocation Instructions
Budget Change Form
Viewing Self-Service Banner Operating Budgets
Budget FAQ's

Cashier Forms

Deposit Bag Instructions
Departmental Deposit Form

Facilities Forms

Submit a Request for a Work Order or Keys
Submit a Project Initiation Form for R & R/Capital Improvement

Insurance and Liability Forms

Request for Insurance/Liability Event Form

Human Resources Forms


The full set of benefits forms is available on the separate benefits website.  Here are some of the most commonly used forms:

Tax Deferred Annuity Plan - Voluntary Salary Reduction Agreement
Emeriti Voluntary Salary Deduction Form
Children's Center Tuition After-Tax Payroll Deduction Authorization
Life and Long Term Disability Enrollment
Medical, Vision, and Dental Enrollment
Tuition Assistance for Dependents
Tuition Assistance for Employees 

New Employee Paperwork Documents

I-9 Employment Eligibility Verification
Employee Data Sheet
Self-Identification Data Sheet
W-4 Form (check the IRS website for specifications)
Direct Deposit Authorization

Performance Excellence

Annual Performance Evaluation

Talent Acquisition

Staff Personnel/Position Action Form (SPAF)
Reference Check Template
Background Check Authorization
Form W-9 (required to reimburse interviewed candidates)

Worker's Compensation

Employee Accident Report
Supervisor Accident Report

Payroll Forms

2016-2017 Payroll Schedule
W-4 Form
Cell Phone Allowance Form
Cell Phone Allowance Policy
Direct Deposit Form
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

Student Club Forms

Student Club Application
Student Club Information 2017-2018
Student Club Account Policies & Guidelines

Tax and Compliance Forms

W-8BEN (for individuals)
W-8BEN-E (for business entities)


Nonresident Alien Taxation FAQ’s for International Visitors


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
Moving Expenses – Faculty
Moving Expenses – Staff
Payment Process for Student Awards
Student Travel
Statement for Services Performed Outside the United StatesPayment Flow Charts

The Controller's Office
Spencer Center, Room 221
14 E. Cache la Poudre St.
Colorado Springs, CO 80903
Office Hours: 8am-5pm Mon-Fri