Forms

Access & Compliance Form

Agency Fund Disbursement

Budget Forms
Note: Departments can submit a BAF to Financial
Services or they can prepare a Budget Load.
     Budget Clearance Form
     Reporting Budget Ledger Template (RBL)
     Reporting Budget Ledger Template
     Instructions
     
Budget Planning Document

Cash Receipt Ticket (Dearborn Campus Use)
*Hints
NOTE:  Remember to add shortcode to the form.

Credit Card Form (Dearborn Campus Use)
NOTE:  Financial Services will no longer process
credit card payments. There is now a Marketplace
available for departments to accept online credit
card payments. Please contact
Cashiers/Student Accounts at 35255 x 4
if your department has the need to accept
online credit card payments.

Declaration of Surplus

Journal Entry
         Request Upload JE Number by
         email: seglinto@umd.umich.edu
         Upload Instructions
         Upload

Non-Employee Out-Of-Pocket Expense
(Dearborn Campus Use)
*Hints

Non-Employee Travel Reimbursement (Mileage/Parking) (Dearborn Campus Use)
         Mileage Chart

OARS (On-Line Access Request System)
aka electronic M1

Request for Removal and Use of
University Equipment

Special Check Request (Dearborn Campus Use)
*Hints

Staff Tuition Payment (Dearborn Campus Use)

Student Fee Refund Request
(Dearborn Campus Use)

P-Card Forms
          P-Card Application
          P-Card Limit Change
          P-Card Maintenance
         
Tax Forms
         Sales & Use Tax Certification of Exemption
         W-9 Request for Taxpayer ID # & Certification

Travel/Hosting Forms

• Concur
• Hosting Documentation for Non-Employee Out-Of-Pocket Expense
• Per Diem
• Travel and Business Hosting Expense (Guest/Student)      
• Travel Lump Sum Advance

Procurement Forms
Finance Forms
Sole Source Justification