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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 key

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 key PDF | Excel | Instructions key

  • 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 | Instructions

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

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