FSO Forms

Looking for the E-Forms website? Click here for more information.

ALL 
A C E H I O P R S T W
Form Name Description Owner
Accounts Payable Subject Payment Form

Fax this form to Accounts Payable at 520-626-1243 to initiate payments to subject payees.

Accounts Payable Technology Reimbursement Form

Submit this form to AP via the DV Cover sheet to initiate technology reimbursements.

Authorization to Dispose of Movable Assets (Cannibalization)

Use this form to request disposal (cannibalization) of movable assets.

Certification Statement For Off-Campus Location Use of Equipment

To authorize the location or use of University and sponsored owned equipment in a building or site not owned or leased by the University.

Change Fund Custodial Agreement - Promissory Note

To establish a Change Fund Custodial Agreement when establishing a change fund in a department.

Communication Service Plan Allowance Form

To document the business purpose and need for granting a Communication Service Plan Allowance

Communication Service Usage Agreement

This sample form may be used to establish an agreement about the use of communication services and equipment, such as mobile phones, pagers or internet service. The form may opened using Adobe or downloaded in Word for further editing.

Employee Recognition Award Compensation Form

To be completed if compensatory employee recognition awards are to be a part of the employee recognition program

Employee Reimbursement Request

To request employee reimbursement for University of Arizona active employees. This form is 'optional' if the employee prefers to sign the UAccess Financial DV Cover sheet.

Honorarium Statement

The Honorarium statement is required in order to reimburse expenses for visitors who hold certain visa types and who are not completing a GLACIER record.

Independent Contractor Form (ICON)

To determine if an individual qualifies as an independent contractor and also to obtain a Taxpayer Identification Number (SSN or EIN).

Invoice

To bill entities outside the University.

Operational Advance Expenditure Record To record the subject payments disbursed from an Operational Advance.
Operational Advance Promissory Note

To hold the payee responsible for the repayment of the operational advance

Petty Cash Custodial Agreement/Promissory Note

To establish a Petty Cash Fund Custodial Agreement when establishing a Petty Cash fund in a department

Property Management - Equipment Receipt Form

This form is used to notify Property Management of the receipt of donated, loaned, or sponsor provided equipment.

Purchasing Card - Department PCard Purchase Authorization Form

For use by Departments to log PCard Purchase information - contains section for PCard Plus and Travel Enhancement use

Purchasing Card - Document Transmittal Form and Checklist

To help organize PCard transaction documentation for submission to FSO Financial Compliance

Purchasing Card - Missing Receipts Form

To be used as documentation for missing PCard receipts only if the merchant can not produce duplicate documentation.

Purchasing Card - Self-Violation form

To self-report a violation of PCard policy. Do not use for Pyramiding, Not-Reconciled, Single Established limit or Unauthorized Sharing of a PCard. Contact PCard Administration at 626-9091 for those violations.

Receipt

To record receipt of funds by the University.

Substantial Presence Test

To figure residency for tax purposes only for non-residence aliens. Only for work done outside of the US

Tax Exemption Certificate (AZ Form 5000 - Breeding or Production Animals)

To request that a purchase of breeding or production animals be exempt from sales tax.

Tax Exemption Certificate (AZ Form 5000 - Breeding or Production Feed)

To request that a purchase of breeding or production feed be exempt from sales tax

Tax Exemption Certificate (AZ Form 5000 - Items for Disabled)

To request that a purchase of items for the physically or developmentally disabled be exempt from sales tax. 

Tax Exemption Certificate (AZ Form 5000 - Other Deduction)

To request that a purchase using another ARS title code be exempt from sales tax. 

Tax Exemption Certificate (AZ Form 5000 - Research Chemicals)

To request that a purchase of research chemicals be exempt from sales tax.

Tax Exemption Certificate (AZ Form 5000 - Research Machinery or Equipment)

To request that a purchase of research machinery or equipment be exempt from sales tax

Tax Exemption Certificate (AZ Form 5000A - Purchase for Resale)

To request that a purchase of tangible personal property for resale be exempt from sales tax.

Travel Assumption of Risk and Release

To be filled out when Students and Volunteers travel to countries under US State Department Travel Warnings.

Travel Authorization Expense Worksheet (optional)

To estimate travel expenses.

Travel Authorization Form

To authorize travel, identify trip/traveler information and exceptions.

Travel Expense Report

To finalize a trip and request partial expense reimbursement.

W-9 (to Provide University Tax ID)

IRS Form used to provide the University's Tax Identification Number to those who will pay the University. This form may be signed by a departmental representative having financial responsibility for University funding source(s).

W-9 (to Request Vendor Tax ID)

Federal Taxpayer Identification Number Request. To obtain a Taxpayer Identification Number (SSN or EIN) from vendor to whom the University will pay.