Forms

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.

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.

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

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

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.

To establish payment compensation for a cooperating (Mentor) Teacher. The top portion is completed and signed by the payee and the bottom portion is completed and by the department business office to determine distribution amount. Approvals and funding are completed in UAccess Financials on the Disbursement Voucher disbursement.

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

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.

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

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.

(Adobe Sign) To determine if an individual qualifies as an independent contractor.

To certify that a true and complete Physical Inventory has been verified for the fiscal year.

To bill entities outside the University.

To record the subject payments disbursed from an Operational Advance.

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

Handy log sheet for departments to track PCard usage. Departments may print and use this, or create their own internally following this format.

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

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

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 520-626-9091 for those violations.

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

To record receipt of funds by the University.

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

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

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

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

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

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

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

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

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

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.

Allows University travelers to identify his/her risk assessment and provide senior leadership with the details in order to make an informed decision to approve travel.

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

To estimate travel expenses.

To authorize travel, identify trip/traveler information and exceptions.
NOTE: You must save this document to your device before filling it out. If you complete the form in your web browser data will be lost. We recommend saving the form first, then using Adobe Acrobat/Reader to open and complete.

To finalize a trip and request partial expense reimbursement.
NOTE: Some form fields and calculations may not work in your web browser. We recommend saving the form first, then using Adobe Acrobat/Reader to open and complete.

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).

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