Forms and Resources

This page provides forms and resources to assist with conducting university business.

Budget Planning & Forms

Note: All forms below should be sent to Financial Services for processing with the exception of the Budget Clearance Form, which should be routed first to your Unit's HR Consultant.

Budget Forms:
Budget Clearance Form (Excel)
Budget Clearance Form (PDF)
  Complete and submit with position materials prior to filling any regular staff or faculty
  position  *Effective August 6, 2020

Reporting Budget Ledger Template 
  Use this template to process a base budget change

Reporting Budget Ledger Instructions 
  Directions to prepare a base budget change

Budget Planning - FY21
FY21 Annual Budget Planning memo from Vice Chancellor Jeff Evans
FY21 Budget & Capital Planning Instructions
FY21 Budget & Capital Project Planning Training Presentation (to be provided)
University of Michigan Statement on Stewardship
FAQ on Zero Based Budgeting

Budget Planning - FY20
FY20 Annual Budget Planning memo from Vice Chancellor Jeff Evans
FY20 Budget & Capital Planning Instructions
FY20-21 Budget & Capital Project Planning Training Presentation
Dearborn Campus Budget Model Update
University of Michigan Statement on Stewardship

Budget Planning - FY19
FY19 Budget Model and Adjustments Memo from Chancellor Dan Little
FY19 Annual Budget Planning memo from Vice Chancellor Jeff Evans
FY19 Budget & Capital Planning Instructions
FY19-20 Budget & Capital Project Planning Training Presentation
Dearborn Campus Budget Model Update
University of Michigan Statement on Stewardship

Budget Planning - FY18
FY18 Budget & Capital Planning Goals Memo
FY18 Budget & Capital Planning Instructions
FY18-19 Budget & Capital Project Planning Presentation 
Budget Model Narrative 
Statement on Stewardship 

Budget Planning - FY17
FY17 Budget & Capital Planning Goals Memo
FY17 Budget & Capital Planning Instructions
FY17-18 Budget & Capital Project Planning Presentation 
Budget Model Narrative 
Statement on Stewardship 

Chartfield Request Forms
Journal Entry

Request Upload JE Number by email: seglinto@umich.edu
Upload Instructions
Upload Form

Procurement

Software Procurement and Licensing Compliance
Instructions for Copier Requisitions
M-Marketsite
Procurement Active Category Codes
Add a Supplier Record
SPG Policy & Procedure for Purchasing
Strategic Suppliers

 

The following forms can be located on Procurement Services website:

  • Declaration of Surplus​
  • P-Card Application
  • P-Card Limit Change
  • P-Card Maintenance
  • Removal and Use of University Equipment
  • Sole Source Justification
Tax Forms

Substitute W-9 (Vendor)

The Supplier Request Form along with other forms, can be found on the Forms website.

The following forms can be located on the Tax website:

  • IRS Determination Letter
  • Michigan Sales Tax Exemption
  • Michigan Sales Tax License
  • Other States' Exemption Certificates
  • W-9

Financial Services

1140 -
Administration Building (AB)
Phone: 
313-593-5410
Fax: 
313-593-5102
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