Forms and Policies

Budget, Revenue or Expense Transfer Request Form

Utilize this form to transfer budget amounts between accounts or departments, to pay another department for goods, services, a donation, or to transfer an actual expense if an expense has already been posted and needs to be charged to another account.

Colleague Finance Access Form

Utilize this form to set up access to view Budget to Actuals in RamLink Self-Service and become a requisition initiator or approver. This form is signed by your supervisor and sent to the Purchasing Director.

GL Account Request 

Utilize this form to request a General Ledger Account. This form should be completed and submitted to the Budget Director and Business Services Office.

This form is utilized by employees and student workers to be reimbursed for expenses of $100 or less (in cash at the Cashier's Office.) This form may not be utilized for third-party vendors

Cash advances for travel are available on an exception basis. Cash Advances are allowed for Study Abroad Travel, for faculty or staff traveling with students, for faculty or staff who do not hold University P-Cards, and for whom regular reimbursement would be an undue hardship.

All disbursements should follow the Requisition - PO - Order - Invoice cycle. A Payment Voucher may be used for those few payments for which an invoice will not be received. 

Wires are typically limited to Study Abroad (i.e., international payments). 

Use this form to request an Honorarium to a person or organization or a donation to a charitable organization. 

Any payment to faculty or staff is considered compensation and must be included in payroll. This form should be submitted to the Payroll department. 

Any student award (including those to student workers) is considered Financial Aid. Please contact the Financial Aid department with these requests. 

As a non-profit 501(c)(3) organization, we are exempt from certain hotel taxes. 

As a non-profit 501(c)(3) organization, we are exempt from paying sales tax.

Travel Authorization Form

All business travel must be pre-authorized. Complete this form with the appropriate authorizations before making travel arrangements. All requests to use the University Travel Card will require the Travel Authorization Form to be submitted before card checkout. Requests for reimbursement and purchasing card approvals associated with the trip also require this form.

Employee Travel & Expense Reimbursement

Use this form to record the actual expenditures that Cash Advance funds were used for and for employee expense reimbursement requests. Complete and submit receipts and supporting documentation of each expense to the Business Services Office in accordance with the University Expense Reimbursement Policy and Procedures.