FSO Forms

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Form Name Description Unit/Policy
Accounts Payable Subject Payment Form

Used to collect information from individuals receiving funds for participating in a University of Arizona research study program. May be used in place of an IRS form W-9 form.

Unit/Policy
Authorization to Dispose of Movable Assets (Cannibalization)

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

Unit/Policy
Award/Prize Tax Data Collection

To be used when distributing awards or prizes through a drawing not related to employee recognition. The recipient maybe an employee, student, or other affiliate.

Unit/Policy
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.

Unit/Policy
Change Fund Custodial Agreement - Promissory Note

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

Unit/Policy
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.

Unit/Policy
Employee Recognition Award Compensation Form

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

Unit/Policy
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.

Unit/Policy
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.

Unit/Policy
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).

Unit/Policy
Invoice

To bill entities outside the University.

Unit/Policy
Operational Advance Expenditure Record

To record the subject payments disbursed from an Operational Advance.

Unit/Policy
Operational Advance Promissory Note

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

Unit/Policy
Petty Cash Custodial Agreement

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

Unit/Policy
Property Management - Equipment Receipt Form

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

Unit/Policy
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

Unit/Policy
Purchasing Card - Document Transmittal Form and Checklist

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

Unit/Policy
Purchasing Card - Missing Receipts Form

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

Unit/Policy
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.

Unit/Policy
Receipt

To record receipt of funds by the University.

Unit/Policy
Substantial Presence Test

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

Unit/Policy
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.

Unit/Policy
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.

Unit/Policy
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

Unit/Policy
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. 

Unit/Policy
Tax Exemption Certificate (AZ Form 5000 - Other Deduction)

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

Unit/Policy
Tax Exemption Certificate (AZ Form 5000 - Research Chemicals)

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

Unit/Policy
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

Unit/Policy
Technology Allowance Form

This completed form is required to be attached to the payment request in UAccess Employee for audit purposes, along with any other necessary documentation to support the justification of amount and approvals.

Unit/Policy
Travel Assumption of Risk and Release

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

Unit/Policy
Travel Authorization Expense Worksheet (optional)

To estimate travel expenses.

Unit/Policy
Travel Authorization Form

To authorize travel, identify trip/traveler information and exceptions. NOTE to Chrome users: You must save this form to your device before entering information. Otherwise, form fields will not be saved for the Adobe Sign workflow. We recommend saving/downloading this PDF and using Adobe Reader to complete the form.

Unit/Policy
Travel Expense Report

To finalize a trip and request partial expense reimbursement. NOTE: Form calculations will not work in most browser PDF Viewers except Internet Explorer. We recommend saving/downloading this PDF and using Adobe Reader to complete the form.

Unit/Policy
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).

Unit/Policy
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.

Unit/Policy
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