Office of Business Affairs

Forms

The Adobe Acrobat Reader is required for most forms.  Visit the Adobe website to get the latest version.  

Access & Compliance Form

Agency Fund Disbursement

Budget Forms
Note: Departments can submit the Budget Load
Form (BLF) to Financial Services.

     Budget Clearance Form
     Reporting Budget Ledger Template (RBL)
     Reporting Budget Ledger Template
     Instructions
     
Budget Planning Document

Off-Cycle Capital Project Request

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

Financial Aid Forms
    Educational Assistance
    Scholarship & Award Request Form
    Student Payment Form

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
         Substitute W9
         Supplier Request Form
         W-9 Request for Taxpayer ID #
         & Certification


Travel/Hosting Forms

Procurement Forms
Finance Forms
Sole Source Justification