Financial Services Forms

If you have any difficulty accessing the forms, please contact Aurora Finance Customer Service (480-1001).

If trying to access Financial Services Online forms from an off-campus server, please use the Forms (Remote Servers) option in the left-hand menu.  All requests for access to these forms should be directed to Rob Dueck (474-6863).

Select the Department Form type you wish to obtain:

Budget & Grant Accounting	Revenue, Capital & General Accounting
Capital Asset Management	Supplier Payment Services
Human Resources	Travel Services
Purchasing Services	Trust & Endowment
University Credit Cards

Budget & Grant Accounting Forms

	New Fund Code Request (Excel Format)
	New Organization Code Request
	New Account Code Request   (Excel Format)
	Name Change Request for Fund or Organization   (Excel Format)
	Request for New Provision
	Request for Transfer to Existing Provision Fund
	Award Certification Form
	Duff Roblin Fire Fund Authorization
	Guarantee Letter
	Change in Printed Monthly Report Distribution
	Change in Signing Authority,Mail Distribution & VIP Reporting Access
	Signing Authority, Mail Distribution & VIP Reporting Access

Capital Asset Management Forms 

Asset Disposal Advice / Instructions

Human Resources Forms

	Human Resources VIP Forms
	Payment to Individuals Process

Purchasing Services Forms

	Request to Purchase Goods from an Individual
	New Supplier Request Form
	Standing or Part Order Receipt, Comptrollers Form 5
	Contract Routing Form (CRF) - Please note: This is a Legal Counsel form

                                                    ^{This link will direct you to Legal Counsel's forms page}

Independent Contractor Agreement (ICA) Forms

	Instructions for Processing Proforma Independent Contractor Agreements (ICA)
	Instructions for Processing an Amendment to an Independent Contractor Agreement (ICA)
	Contract Authorization Request Form (CAR form)
	Independent Contractor Agreement - for services over $5,000.00 (required in duplicate)
	Schedule A - Services (required in duplicate)
	Schedule B - Payment (required in duplicate)  Updated December 20, 2012
	Schedule C - Expenses (required in duplicate)
	Contract Amendment Form (CAF form)
	Schedule D - Amending Agreement (required in duplicate)
	Signing of Agreements - New Policy and Procedures
	Approved Signing Authorities

Purchasing Related Forms

	Requisition for New Work - see also Project Timeline
	Requisition for Supplies Central Stores
	Truck Messenger

Revenue, Capital & General Accounting Forms

	Authorization for Refund
	Bank Deposit Transmittal Advice
	Capital Fund Request   (Excel)
	Operating Funded Capital Transfers  (Excel)
	Department Deposit Report / Instructions
	Request to Add / Change an AR Customer
	Merchant Request Form (Beanstream and/or POS)

Supplier Payment Services Forms

Bank Transfer Request Form Payments to Individuals Process

VISA Order Form

Visa Purchasing Card

Travel  Services MOU/MOA 

	University Travel Card Memorandum of Understanding and Agreement
	University Travel Card Application Form (US Bank Visa)

Travel Services Forms

	VISA Order Form
	Visa Purchasing Card
	Foreign Accountable Advance Request Form
	Foreign Accountable Reconciliation Form
	Hotel Authorization
	Petty Cash Replenishment and Reconciliation
	Request for Change Fund
	Request for Petty Cash Fund
	Guest / Student Travel and Business Expense Claim

Concur Forms

Reference Number (RN #) Link

Concur Access Request Form

Integrated Travel System Readiness Checklist

Missing Receipt Affidavit

EPIC Forms

EPIC Access Request Form    New Supplier Request Form    Non-PO Invoice Cover Sheet

 Financial Services Internal Forms

Requisition for Disbursement

Trust & Endowment Services Forms

Transfer of Funds