Finance and Business Affairs Forms

Accounts Payable Forms

W-8BEN Form - Individual - Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding
W-8BEN-E Form- Business - Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding
W-9 Form - Request/Certification of Taxpayer Identification Number
Reimbursement Request Form - Use for general University reimbursements
Business Meal Reimbursement Form
Independent Contractor Fee Payment Only Request
Independent Contractor Travel Reimbursement Only
Recruitment Reimbursement Request Form
Pre-Payment Authorization Form
Direct Pay Form
Walk-Through Accounts Payable Form
Inter-Departmental Charge Form
Journal Entry Form
New Account Request Form
Banner Finance Access Request Form
Account Director/Pi Change Form
Unrelated Business Income Tax (UBIT Form)
Affidavit of Lost Receipt
Employee Direct Deposit Authorization Form
Contract Review and Approval Form
Non-Cash Prize or Award Documentation Form
Pre-Payment Authorization Form

Change Fund Forms

Payroll Forms

W-4 Form
Mandatory Direct Deposit Authorization
Direct Deposit Exemption Request
Time Card - Part-time, temporary, or student employees
Employee Time Sheet - Classified employees
Non-Classified Employee Absence Report
Temporary Change in Payroll Account Distribution

Budget Forms

Fiscal Year 2020 Budget Process

FY20 Budget Timetable
FY20 Budget Presenters and Instructions
Strategic Budget Request Proposal Template
FY20 Budget Presentation Template
Budget Adjustment Form
Budget Forms A and B
Budget Form C
Revenue Changes
2018 Fringe Benefits
2019 Fringe Benefits
2020 Fringe Benefits (Draft) - Subject to Change due to Legislative Approval
Graduate Assistants / DA Fellows 2018-2019 Compensation
Resource Allocation and Impact Summary (RAIS)

Local Budget Request Forms

2018 Fringe Benefits
2019 Fringe Benefits
2020 Fringe Benefits (Draft) - Subject to Change due to Legislative Approval
FY20 Local Index Budget Form - MS Excel file

Travel Forms

Affidavit of Lost Receipt	This form is required to certify expenses in the event of lost receipt(s), if duplicate receipt(s) cannot be obtained through a credit card statement.
Clery Act Student Travel Form	This form is to be completed AFTER the trip for any University related overnight travel that inludes students such as athletics, academics, clubs/organizations, etc.
CR Business Meal Employee Reimbursement	This form is used to upload as an attachment for CR Direct Pay Business Meal Employee Reimbursement in lieu of entering individuals for the expense report.
CR Travel Expense Report Request	This form should be filled out by the traveler and given to the delegate who will be producing an Expense Report on their behalf.
CR Travel Pre-Approval Report Request	This form should be filled out by the traveler and given to the delegate who will be producing a Pre-Approval Report on their behalf.
Credit Card Authorization	This form is used if a vendor requires a Credit Card Authorization for travel arrangements. The cardholder should send this form directly to the vendor and not with the traveler.
Department Travel Card Charge Log	This form is used to track department travel card charges in order to reassign and reconcile for expense reports.
Employee Direct Deposit	This form allows Accounts Payable to directly deposit funds for travel advances and reimbursements. This is processed separately from payroll direct deposit.
Lodging Exemption Forms	This form is required by Idaho hotels/motels in order to receive a sales tax exemption. Each traveler should provide a complete and signed copy of the form when staying in an Idaho hotel/motel.
Meal Money Sign Off Sheet	This form is used to reconcile meal money provided to all traveling participants in group travel (i.e. athletics, clubs, field trips, etc.)
Student or Non-Employee Travel Authorization	This form is used for student and non-employee travelers who are not paid through University payroll requesting travel authorization and advances.
Student or Non-Employee Travel Reimbursement	This form is used for student and non-employee travelers who are not paid through University payroll requesting travel reimbursement.
Travel Card Limit Exception Request	This form is used to request a higher credit limit than the standard $2,000 per transaction and $10,000 per month for an Individual or Department Travel Card. This can be a temporary or permanent increase.
Travel Card Quick Reference	The Do's and Don'ts of using the Travel Card.
Travel Card Request	This form is used to request an Individual or Department Travel Card. This card can only be used for approved University travel costs.
Travel Informed Consent Form	This form is required for every student who is participating in a college-sponsored trip and/or event.
Travel Manifest for Group/Team Travel	This form is used to list individuals participating in group travel (i.e. athletics, clubs, field trips, etc.).
Travel Mileage Log	This form is used to log mileage for trips within or outside of your designated workstation for blanket travel.