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

Transfers-Budget and Funds Transfer Procedures

Budget and Funds Transfers are now done in Finance Self Service (Banner 9) The Budget and Funds Transfer Procedures link above is to the process information.

• Used to reallocate budget amounts to new index and/or account code
• Used to transfer funds between the same or different fund types
• A Decision Chart was developed to assist with the entries
• Simplified instructions are available
• Example Entries
  • General to non-General Fund with Budget Entry
  • General to non-General Fund no Budget Entry
  • General to Start-Up Fund
  • Different Fund Types over $50k (below $250k)
  • Different Fund Types over $250k

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.