Finance Forms
| Forms | Comments |
| 24 Pay Option |
Authorization of 24 equal monthly installments. |
| 403b & 457 Stop Order |
Use this form to stop a 403b or 457 deduction. |
| Academic FTE Chart 2012-2013 |
New semester rates. |
| Account Fee Proposal |
Course Fee Proposal |
| Accounting Correction |
Use this form to correct non-payroll expenses already posted to the General Ledger. For payroll corrections, see the Payroll Expense Accounting Correction form. |
| Administrative Overtime Record |
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| Allowance Request (For cell phones and other items) |
Use to request an Employee Allowance for the business use of cell phone or other item. |
| BobcatBUY Access Request Form |
Use this form to request access to BobcatBUY. |
| BobcatBUY Supplier Price Discrepancy Form |
Use this form to provide feedback concerning price discrepanciees with preferred suppliers in BobcatBUY. |
| Budget Transfer |
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| Deposit Form - Ohio University |
To be used for multiple accounts EXCEPT Student Organizations and Foundations accounts. |
| Deposit Transmittal - Ohio University Foundation |
Use with Ohio University Foundation accounts only. |
| Direct Deposit Authorization (Payroll) |
Use this form to request an Employee Allowance for the business use of cell phone or other times. |
| Direct Deposit Authorization (Accounts Payable) |
Suppliers must complete this form if they wish to receive payments from Accounts Payable through through Direct Deposit to their bank. |
| Direct Payment Form |
Use this form to make a direct payment to a supplier or to an employee for reimbursement (other than travel). Do NOT use this form to request a purchase order. |
| Education Abroad Program Advance Request |
For Education Abroad use only. |
| EI-8 Inventory Change Worksheet |
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| EI-9 Request to Take Equipment Off-Campus |
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| Entertainment Expenses Form |
Complete and submit for requests of reimbursement for entertainment expenses. |
| Excise Tax Report |
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| F-3 OPERS Exemption |
Request for optional exemption for student employee. |
| Employee Awards Request |
This form should be used to request payment of an employee award. |
| Entertainment Expense (EE1) |
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| External Billing Authorization |
Use this form for external billings only. To do an internal billing, use the Internal Billing Authorization form. |
| Fund Raising Clearance / Approval Form |
Use this form before any Fundraising activity. |
| I-9 | Employee eligibility verification. |
| Internal Billing Authorization |
Use this form to charge another department for goods and services provided to them by your department. |
| Internal Loan Request |
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| IT4NR | Reciprocity agreement. |
| New Account / Account Maintenance |
This form can be used to add, change, or inactivate an account or combination. |
| New Hire Part Time |
New hire checklist for EMS for part time employees. |
| Ohio Monthly Sales Tax Report |
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| OHIO Substitute W-9 (Formerly the Payment Compliance Form) |
Form must be on file for all suppliers receiving payments through Accounts Payable. |
| Ohio University Appointment Information |
For faculty and administrative appointments. |
| Ohio University Department Key Request and Agreement | Complete this form to request issuance of departmental key for students. |
| OPERS Employee Information Sheet |
Establishes OPERS Membership. Must be completed with the SSA-1945. |
| Part-Time / Overload Appointment Form |
Click here for the Overload Request Form and additional information regarding overloads. Checklist form. |
| Payroll Expense Accounting Correction |
Use for all requests regarding costing corrections for payroll expenses only. |
| Payroll Summary Sheet |
Must accompany paper timesheets. |
| Petty Cash / Changes Fund |
Use this form to set up a new fund, update fund officers, and / or increase or decrease a fund. |
| Petty Cash Voucher Form |
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| Proof of Insurance |
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| Proforma Invoice |
Suppliers should use this form if they do not have a prepared invoice. |
| Purchasing Card Addendum |
Use this form to make changes to an existing account (i.e. spending limits, name changes, etc.). |
| Purchasing Card Application |
Complete to apply for an Ohio University Purchasing Card or Controlled Value Card. |
| Purchasing Card Credit Confirmation |
Use this form when a credit receipt cannot be obtained from the supplier. |
| Purchasing Card Refund |
Complete and submit with refunds made by cardholder. |
| Purchasing Card Transaction Log |
Use to log transactions made on your Purchasing Card. |
| Purchasing Grid |
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| Report Distribution Maintenance Revisions Form |
Use this form to add or remove FMS report distribution responsibilities for established organizations and projects. |
| Request For Change Order |
Use this form to request changes on existing, open Purchase Orders. |
| Requisition | Use this form to request the issuance of a Purchase Order. |
| Research Advance Request Form |
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| Sick Leave Form |
Classified, Bargaining Units, Faculty, & Staff. |
| Sponsor Direct Billing Authorization |
This completed form allows Ohio University the student's sponsor or employer directly. |
| SSA-1945 for OPERS |
Jobs NOT covered by Social Security (PERS). This form must be completed with the OPERS membership or re-employment (SR6) form is used. |
| SSA-1945 for STRS |
Jobs NOT covered by Social Security (STRS). This form must be completed whenever a STRS new hire or re-employment form is used. |
| State Fraud Form |
All new employees must complete this form. |
| STRS New Hire Notification Form |
Establishes STRS Membership. Must be completed with the SSA-1945, |
| Student Payment Release Form |
Use this form to request payment directly to a student. Please review the guidelines here. |
| Student Employee Information Sheet |
Complete this form when hiring a new student employee in your department. |
| Surplus | Use this form to request that your specialty items be auctioned on e-bay. |
| Tax Exemption Forms |
If you have questions regarding the tax exempt status for a particular state, please contact the Tax Compliance Manager. |
| Time Sheet - Classified |
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| Time Sheet - Student |
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| Travel Advance Form |
Use this form to request travel advance. |
| Travel Expense Report (2012) |
This form is for student travel, for employee travel, use Concur. Use this form to request reimbursement for travel expenses during multi-day and/or non-auto travel. This form now allows up to FOUR pages of entry. |
| Travel EZ Form (2012) Travel EZ Form (2013) |
This form is for student travel, for employee travel, use Concur. Use this form to request reimbursement for travel expenses during multi-day and/or non-auto travel. This form now allows up to FOUR pages of entry. |
| UBIT Checklist |
This form must be completed for all new activities in which revenue is generated from the sale of goods or the performance of services. It also must be completed when requested by tax compliance. |
| W4 - Withholding Exemption Forms - Federal and State (Kentucky Residents) |
This form should be used for new employees to the University and current employees who wish to change their withholding status. Please note:both the Federal and State forms have been combined. Be sure to get the form for YOUR state of residence. |
| W4 - Withholding Exemption Forms - Federal and State (Ohio Residents) |
This form should be used for new employees to the University and current employees who wish to change their withholding status. Please note:both the Federal and State forms have been combined. Be sure to get the form for YOUR state of residence. |
| W4 - Withholding Exemption Forms - Federal and State (West Virginia Residents) |
This form should be used for new employees to the University and current employees who wish to change their withholding status. Please note:both the Federal and State forms have been combined. Be sure to get the form for YOUR state of residence. |
| W-8BEN |
IRS Form for Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding. |
| W-9 (Ohio University as supplier / payee) |
Form to be submitted to other organizations when Ohio University is the supplier / payee. |
