Department Forms

Access Request Form

Finance Access Request Form | Access Form Instructions

    Used to request access to:

• Banner Finance forms, Oracle and/or WebFOCUS 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 pdf or tif documents that are processed by Financial Services and Operations personnel.
• ASPIRE General Query Access
  • Query access to space (building and room) information
  • Dashboard access (access should be automatic for Deans and Chairs)
  • Research Information
  • Classroom Technology (Update access) -  primarily for Information Technology personnel

Deposit Forms

Cashier's Deposit Form

• Use to make a cash deposit into a specific account

Cashier's Graduate School Deposit Form

• Use to make an emergency loan repayment

Cashier's Academic & Community Conduct Deposit Form

• Use to make a sanction class payment

Study Abroad Deposit Form

• Use to make a Study Abroad Deposit payment

Cell Phone & Internet Reimbursement Allowance Request Form

• Monthly allowance reimbursement form for cell and/or Internet service.
• Additional Information:
  • Cellular Device Service Allowance Policy
  • Home and Off-Campus Internet Service Allowance Policy

Check Request Form

• Web form requires that user has been given access (userid and ISO password required)
• Used for items where a purchase order is not required
• Additional Information:
  • Payment of Non-Purchase Order Expenses (Check Requests)
  • Check Request Instructions

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 Policy
  • US Citizen or Resident Honorarium Procedures

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:
  • Honorarium Policy
  • International Visitor Honorarium Procedure

Invoice Request | 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

Business Meal Request

• 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 | Reallocation 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

• Used for authorization and to notify property office when University property is used off-campus

Request for Budget Transfer | Request for Budget Transfer Instructions

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

Sales Request

Index Request

• Used to request General Fund, Designated, Auxiliary & Research Sponsored Gift (E01XXX & E03XXX) indexes only.

The symbol indicates that it is necessary to log in with your user id and ISO password.