Also in this section

Department Forms

Access Request Form

Finance Access Request Form | Instructions

    Used to request access to:

  • Banner Finance forms, Oracle and/or Web Focus Finance Reports
  • Check Request and Reallocation of Expenditures web forms.
  • Finance access in Perceptive Content - Any or all of the following:
    • View Financial Services and Operations (formerly Accounting Services - AS) documents, such as invoices, blanket or purchase orders, journals, etc
    • Approve Blanket Invoices and PO Receiver documents in Perceptive Content.
    • Website to upload Purchasing Card Statements and receipts (loads pdf documents into Perceptive Content).
    • Website to upload pdf or tif documents that are processed by Financial Services and Operations personnel.

Cashier's Deposit Form

  • Used to make a cash deposit into a specific account

Cell Phone & Internet Reimbursement Allowance Request Form

Check Request Form

Fabricated Equipment

  • Needed for Capital Fabricated Equipment ($5000 or greater)
  • Financial Services and Operations will assign an equipment tag number for the fabrication

Honorarium (US Citizen or Resident)

  • Form of gratitude toward a US citizen or resident (non-Michigan Tech employee) in return for the individual's willingness to participate in a University event of short duration
  • Honorarium does not constitute compensation commensurate with actual services and is 1099 reportable.
  • Additional Information:

Honorarium Request and Honorarium Compliance (International Visitor)

  • Form of gratitude toward an International visitor (non-Michigan Tech employee) in return for the individual's willingness to participate in a University event of short duration
  • Honorarium does not constitute compensation commensurate with actual services and may be 1042-S reportable.
  • Request is filled out by Michigan Tech department staff
  • Compliance is filled out by International Visitor after Honorarium Request has been approved.
  • Additional Information:

Invoice Request | Instructions

  • Billing of services/supplies that Michigan Tech provides
  • Amount billed must be over $50.00 in order for Financial Services and Operations to process and invoice
  • The form cannot be used to bill enrolled students.
  • This form cannot be used to bill University departments

Meals and Banquets

  • Entertaining by Michigan Tech employees at University/non-University facilities (not to include alcoholic beverages.)
  • Policy (2.03) and Procedure (2.03.1)

Payroll Account Distribution Change—Payroll form

  • Used to request payroll account distribution change for future payroll dates.
  • Form has been replaced by EPAF (Electronic Personnel Action Form).

Payroll Reallocation—Payroll form

  • Used to request payroll index distribution change (for past payroll dates)

Petty Cash/Change Fund Reconciliation form

  • Used to count and verify the fund by a new custodian for any new transactions.

Petty Cash Reimbursement Request

  • Used to request reimbursement for petty cash expenditures

Reallocation of Expenditures PDF | Excel | Instructions

  • Used to reallocate expenses paid to new index and/or account code
  • Web form requires that user has been given access (userid and ISO password required)

Request for Use of University Property Off Campus


Request for Budget Transfer | Instructions

  • Used to reallocate budget amounts to new index and/or account code

The symbol indicates that it is necessary to log in with your user id and ISO password. The symbol indicates the information is only accessible from on-campus.