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

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

Educational Assistance

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


Scholarship & Award Request Form

Special Check Request (Dearborn Campus Use)
*Hints

Staff Tuition Payment (Dearborn Campus Use)

Student Fee Refund Request
(Dearborn Campus Use)

Student Payment Form

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