All Forms
All of the forms listed in the pages above, as well as a few other assorted forms, can be found in the table below. You can use the filtering feature on the right to help narrow down the list to the specific document you are seeking.
| Document | Description | Used By | Filetype |
|---|---|---|---|
| All Card & P-Card Online Application Form | This is a Service Now application. You will need your A# and password to log in. All approvals will be routed to the appropriate parties for authorization. | P-Cards | PAGE |
| Approval Queues | Controller's Office | PAGE | |
| Banner Access Request | This form is used campus-wide to gain access to assorted Banner pages and processes, as well as specific organization access. To be completed by requesting users and their supervisors. Prerequisite training may be required. Chart of Accounts (COA) is the standard access; but for additional access, please specify which banner screens are needed for access in the comments section. For organization security, please specify which Colleges/Departments/Units/Orgs are needed for access in the comments section. You can run the Organization Hierarchy Report for a detailed overview of current org security access. |
Finance Security | PAGE |
| Cash Exchange Form | This form is used when exchanging/changing money at the Cashier’s Office. | Treasury Services | |
| Change Fund Request | This form is filled out when requesting a change fund, which is specifically designated to make change for customers. Change funds can take from 3-7 business days to process and fill the cash order, depending on the amount. Please plan accordingly. | Treasury Services | |
| Changes to Equipment Inventory Record | Changes in departmental inventories should be followed up with a submission of this form on a regular basis as equipment is relocated or responsible persons change. Updating this information will aid the annual verification of your departmental inventory. | Equipment Management | |
| Commute Application | Office of the VP for Business and Finance | ||
| Companion Travel Approval Form | Travel | ||
| Delegated Card User Form | P-Cards | ||
| Departmental Deposit Slip | Departmental Deposits must be submitted through ServiceNow. This PDF can be used within the department for reconciliation purposes if desired. | Treasury Services | |
| Direct Deposit Form (Non-Payroll) | Accounts Payable, Travel | ||
| Direct Deposit (Payroll) | Payroll | PAGE | |
| Direct Pay Justificaiton Form | Accounts Payable | ||
| Equipment Off Premises Authorization | Equipment Management | PAGE | |
| Fly America Act Waiver Checklist | Travel | ||
| Foreign Status Form, Certificate of W-8BEN | Payroll | ||
| Gift Card/ Cash/ Research Subject Log | Accounts Payable | ||
| Incident Report Form - Cash Handling | This form is filled out when there is an over / short of $25.00 or more when reconciling cash. This form is to be kept within the department for documentation. | Treasury Services | |
| Intent to Transfer / Sell Equipment on Campus | Equipment Management | ||
| Late Fee Removal Request | Request form for Student Late fee removal. | Bursar's Office | PAGE |
| Meals and Entertainment Form | According to Policy 1223 Meals and Entertainment this form is to be used when a meal is purchased. Attach this form to your Travel Reimbursement, it is not required when entering the required information and approval through Banner Workflow when meals are purchased on your p-card or when being reimbursed, the required information and approvals are entered on the Post Meals Form in USU EZ-Buy. | P-Card, Travel | |
| Membership and Dues Form | P-Card, Travel | ||
| Mileage Log Template | Travel | Excel | |
| P-Card Additional Information Form | The Additional Information Form is not required, but it may be used as support documentation for P-Card transactions that could be viewed as personal purchases, but were made for official University business purposes. (This form may not be used for Meals or Entertainment.) | P-Cards | |
| P-Card Application Form (Service Now) | P-Card Applications are now being submitted through ServiceNow. The approvals will be routed to the appropriate parties for authorization. | P-Cards | PAGE |
| PCI Device Inspection Log | This form is used to log inspections of credit card devices for PCI compliance | PCI | Excel |
| Reallocation Transaction | Payroll | ||
| Request for Research Cash Advance Fund | This form is used to request cash that is used to pay for Human Research Participants. For more details and guidelines, please visit our Research Cash Advance Funds webpage. | Treasury Services | |
| Substitute Receipt Form (Accounts Payable) | Accounts Payable | ||
| Substitute Receipt Form (P-Card) | P-Cards | ||
| Substitute Receipt Form (Travel) | Travel | ||
| Temporary Petty Cash Fund | This form is to be filled out when requesting a temporary petty cash fund. Temporary petty cash is used for one-time events or temporary situations. | Treasury Services | |
| Travel Direct Deposit | Travel | ||
| Travel P-Card Application | Now Online through ServiceNow | Travel | Online |
| W-4 | Employee's Witholding Allowance Certificate | This links to a PDF hosted by the IRS. | Payroll |