FINANCE AND ADMINISTRATION

FORMS 

Accounting

• Account Number or Change in Account Number
• Change in Responsible Person or Banner Access Change Form
• Inter-Account Form
• Invoice (Departmental Request and Invoice Form)
• Journal Voucher (Accounting Dept. Use Only)
• Multi-Departmental Reclass Form
• Plant Project Form
• Wire Transfer Request

Accounts Payable

• Determination of Contractor Status
• Estimated Group Travel Expense & Advance Payment
• Group Travel Roster
• Group Travel Voucher
• Multiple Payment Authorization
• Multiple Payment Authorization Extension Sheet
• Quick Guide to Payment Authorization
• Detailed Payment Authorization Instructions
• Payment Authorization Form
• W-9 Form - Request for Taxpayer Number and Certification

Budget

• Budget Transfer Form
• Restricted Budget Transfer Form (Restricted Grants, Contracts and Cost Sharing only)

Cashiers

• Transmittal of Receipts
• Refund for Refund Voucher

Federal Perkins Loan

• NDSL/PERKINS Loan Exit Interview Questionnaire
• Personal Data Sheet
• Request for Hardship Deferment
• Request for Postponement, Deferment and Student Loan Balances
• Request for Deferment of Repayment because of Student Status
• Request for Postponement of Repayment because of Armed Forces, Peace Corps, or Vista Status
• Request for Postponement of Repayment because of Full-time employment as an
  employee of a Public or Private Nonprofit Child or Family Service Agency
• Request for Postponement of Repayment Installment for Full-Time Head Start Service
• Request for Postponement of Repayment Installment because of Teaching Service
• Request for Postponement of Repayment Installment for Full-Time employment as a
  Nurse or Medical Technician
• Request for Postponement of Repayment Installment for Full-Time employment as a
  Law Enforcement/Corrections officer

 

Grants and Contracts Accounting

• Account Number or Changes in Account Number
• Faculty and Professional Staff Effort Certification
• Form 16
• Inter-Account Form
• Journal Voucher (Accounting Dept. Use Only)
• Multi-Departmental Reclass Form
• Payroll Distribution Time and Effort Form
• Restricted Budget Transfer Form (Restricted Grants, Contracts and Cost Sharing only)
• Travel and Entertainment Request Form

Inventory Control

• Request Form for Moving Equipment

Payroll

• Change of Address Form
• Form 16 (Click Here for Instructions)
• Form 30 (Direct Deposit Authorization)
• Form K- 4 (KY)
• Form W- 4
• Form W-5

Purchasing

• Contract Amendment
• Determination of Contractor Status
• MOA
• Performance Contract
• Personal Service Contract
• Personal Service Contract Under $10,000
• Personal Service Contract Amendment
• Proof of Necessity
• Single Sources Justification
• Standard Invoice
• W-9 Form - Request for Taxpayer Number and Certification

Purchasing Card

• Application Forms
• Purchasing Card Log
• Record Keeper Agreement Form
• Study Abroad Purchasing Card Application
• User Agreement Form

Risk Management

• Board of Claims Form
• Drivers Release and Applicant Information Form (Click Here for Instructions)
• Report of Property Loss Form
• Proof of Insurance Form
  
• Release and Waiver of Liability Form- Single Event
• Release and Waiver of Liability Form- Multiple Events
• Vehicle Accident Report

Shipping & Receiving

• Request for Pick-Up Forms

Travel

• Affidavit -Lost Receipts
• Estimated Group Travel Expense and Advance Payments
• Group Travel Per Diem Form
• Group Travel Roster

These forms may be filled out on-line but must be printed to be submitted with original receipts and signatures.

• Group Travel Voucher (Use For Travel July 1, 2009 - September 30, 2009)
• Group Travel Voucher (Use For Travel Beginning on or After October 1, 2009)
• Travel Expense Voucher (Use For Travel July 1, 2009 - September 30, 2009)
• Travel Expense Voucher (Use For Travel Beginning on or After October 1, 2009)

Tuition Waiver/Discount Forms

• Tuition Waiver Form for Employees
  
• Tuition Waiver Form for Employees Attending Other KY Institutions
  
• Tuition Discount Form for Dependent Children
• Tuition Discount Form for Spouses of Employees

Other

• IRS