UAB Financial Affairs

Forms are updated routinely and departments should NOT bookmark or print a specific version.

Click on the column titles to sort.
Form Name	Category	Department	This Form Is Used For	Format
2007 W2 Balancing Worksheet	-	Payroll		MSEXCEL
Accountable Equipment Officer and Other Authorized Personnel	-	Equipment	To designate the departmental contact for equipment inventories and also to identify other personnel authorized to tranfer or dispose of the department's equipment	PDF
Affiliation for Clinical Education	-	Procurement Contracts	Sample Contracts & Templates	PDF
Affiliation for Preceptorship Education	-	Procurement Contracts	Sample Contract & Templates	MSWORD
Airline Ticket Request	-	Business Services	This form can be obtained in the UAB Business Services office AB330	PDF
Alabama Employee's Withholding Form: A-4	-	Payroll	Used by employees to adjust their state withholdings. Please complete the form below and fax to Payroll Services (205)975-7417.	PDF
At Risk/Pending Account Request	-	Grants	To request an "At Risk" or "Pending" for sponsored activity where the legal agreement has not been finalized	PDF
Bar Code Forms	-	Financial Affairs
Budget Modification	-	Budget	Used when adjusting revenue and expense in a budgeted account; also to be used when actual dollars/funds are being transferred to or from a budgeted account	MSEXCEL
Car/Van Rental Form	-	University Contracts	This form is used to seek approval for a direct bill agreement for vehicle rental.	PDF
Cash Advance Agreement	-	General	For Student Group/Team Travel Advance Only	MSWORD
Cash Receipt-American Express/Discover	-	Accounting	To prepare Departmental Deposits of processed American Express and Discover transactions remitted to either General Accounting or the Cashier's Office	MSEXCEL
Cash Receipt-Cash or Check	-	Accounting	To prepare Departmental Deposits of cash and checks remitted to either General Accounting or the Cashier's Office	MSEXCEL
Cash Receipt-Mastercard/Visa	-	Accounting	To prepare Departmental Deposits of processed Mastercard and Visa transactions remitted to either General Accounting or the Cashier's Office	MSEXCEL
Cell Phone, IPOD, & PDA Wireless Svc Request for Approbal Form	-	Purchasing Services
Certificate of Screening	-	Accounting	Certifcation there is not equipment already located on campus that can be used for the grant or contract award	PDF
Consulting Agreement	-	Procurement Contracts	Sample Contracts & Templates	MSWORD
Cost Transfer Form	-	Accounting	To request transfer of expenditures between accounts in accordance with the cost transfer policy	PDF
Dev Program - Additional Assignment	-	Payroll	Video of how to process ACT document for development or university program participants for current students/employees	VIDEO/X-MSVIDEO
Dev Program - New Hire or Rehire	-	Payroll	Video of how to process ACT document for development or univeristy program participants that have no employment relationship to UAB	VIDEO/X-MSVIDEO
Disability Application	-	Student	Borrower must complete to apply for disability cancellation
Effort Report Policy ACT Checklist	-	Payroll	ACT documents with a retroactive effective date prior to the effort report rolling date or submitted on employees with delinquent Effort Reports require Payroll Services to flag the conversation on the document prior to the Submit. The flag is to assist in complying with the Effort Report Policy and review for new charges to reportable A21 accounts. Please complete the form below and fax to Payroll Services (205)975-7417.	PDF
Electronic Payment Request	-	Treasury
Emergency Purchase Order	-	Purchasing Services	This form is used to request an Emergency Advanced Purchase Order.	PDF
Employee Intra-State Travel	-	Purchasing Services	Effective Jan 1, 2007 - Dec 31, 2007
Employee Intra-State Travel	-	Purchasing Services	Effective Jan 1, 2008
Employee Out-of-State Travel	-	Purchasing Services	Effective Jan 1, 20007 - Dec 31, 2007
Employee Out-of-State Travel	-	Purchasing Services	Effective Jan 1, 2008
Equipment Disposition Form	-	Equipment	The Equipment Disposition Form must be completed whenever equipment is moved. It is a 4-part form that is not available on-line. Please contact the Equipment Accounting Department at 934-5144 to obtain this form	IMAGE/GIF
Equipment Purchase Information	-	Equipment	Required for capital equipment purchases and used to indicate contact, affiliation, location, and other pertinent information about the equipment	PDF
Escrow Calculation Form	-	Payroll	Assisting 9-mo employees in calculating escrow amounts	MSEXCEL
Event Approval Form	-	Accounting	Used to request approval for Events	PDF
Excess Insurance Worksheet	-	Payroll		MSEXCEL
Federal Earned Income Credit Advanced Payment Certificate: W-5 (2007)	-	Payroll	(Use?)The following is a form provided via the IRS website. This form allows you to print a bank form. After completing the form, you need to sign, date, and fax (975-7417) or mail the form to UAB Payroll Services. The IRS site gives an explanation of the security and the details about this form. If you have additional questions, please visit their site: http://www.irs.gov/formspubs/index.html
Federal Employee Withholding Allowance Form: W-4	-	Payroll	Used by employees to adjust their federal withholdings. This form is completed via the Adminsystem Self Service. For instructions please go to: http://tinyurl.com/4xf6pu
Federal Grants & Contracts Property Certificate of Screening	-	Grants
Federal Perkins Loan Request for Cancellation	-	Student	Borrower must complete to apply for postponement and/or cancellation of Federal Perkins Loan
Financial Aid Direct Deposit Form	-	Student	Student must complete when signing up for direct deposit of student account/financial aid refunds	PDF
Foreign Travel Approval Form	-	Purchasing Services	This form is used to request approval for business travel in a foreign country.
Grant Related Income Balance Carry Forward Request	-	Grants	Submitted to request carry forward of Grant Related Income balance	PDF
Grants and Contracts Accounting Receipt Form	-	Grants	To prepare Departmental Deposits of funds remitted to Grants Accounting	PDF
Guest Speaker Agreement	-	Procurement Contracts	Sample Contracts & Templates	MSWORD
Hardship Form	-	Student	Borrower must complete to apply for hardship deferment
Health System Contract Routing Form	-	University Contracts	This form is used to route hospital and health system contracts for signature.	PDF
HHS Rate Agreement	-	Budget	Used to support UAB's claim for F&A and fringe benefit costs on grants and contracts with the Federal Government	PDF
Hotel PO Non-Compensated Visitors	-	Purchasing Services		PDF
Huntsville Contract Routing Form	-	University Contracts	This form is used to route Huntsville contracts for signature	PDF
Incentive Form For Research Subjects	-	Grants	Used to request acquisition of incentives for Research Subjects of a Sponsored Project	PDF
Indirect Cost Revenue Redistribution Agreement	-	Grants	This form is used to redistribute indirect cost revenue among departments
IRS Determination Letter	-	Tax	Letter from Internal Revenue Service regarding tax exempt determination related to UAB	PDF
IRS Tax Exempt Determination Letter		Treasury	Letter from Internal Revenue Service regarding tax exempt determination related to UAB	PDF
Jefferson County Occupational Tax Exemption Certification (revised 1/16/02)	-	Payroll	This form is completed by the medical, dental, optometry, or veterinarian doctor and a department representative for county tax exemption due to required county license in relation to job duties at UAB.	PDF
Loan Cancellation Request Form	-	Student	This form is used by students wishing to cancel any portion of a Federal Stafford Loan, Federal Unsubsidized Stafford Loan, Federal PLUS Loan, Federal Perkins Loan or other.	PDF
LPO Authorization Form	-	Purchasing Services	This form is used to obtain approval for the use of Limited Purchase Orders	PDF
LPO Pick Up Form	-	Purchasing Services	This form is used to identify departmental personnel authorized to pick up Limited Purchase Orders.	PDF
Moving Estimate form	-	Procurement Contracts	This form is used to request an estimate for moving.	PDF
New Account Request	-	Accounting	To request Oracle GL and GA Grant Related Income Accounts	MSWORD
New Supplier Request Form	-	University Contracts
New Supplier Spreadsheet	-	University Contracts
Object Code Request Form	-	Accounting	To request a change to the Oracle Object Code Listing	MSWORD
Oracle Recurring Payment Request Form		Accounts Payable	To request recurring payments	MSWORD
Org Code Request Form	-	Accounting	To request a change to the Oracle Org Listing	MSWORD
Out of State User Work Location Checklist	-	Payroll	ACT documents with the proposed work location of Out of State, we have added a pre-submit process to ACT requiring this form to be completed. The purpose of this information is to determine the correct tax reporting. Please complete the form below and fax to Payroll Services (205)975-7417.	PDF
Out of USA User Work Location Checklist	-	Payroll	ACT documents with the proposed work location of Out of USA, we have added a pre-submit process to ACT requiring this form to be completed. The purpose of this information is to determine the correct taxation, tax reporting, and composite fringe rates for these employees/trainees. Please complete the form below and fax to Payroll Services (205)975-7417.	PDF
PACT	-	Student	Student must tell us they are a PACT student	PDF
Payment Action Form	-	Accounting		MSWORD
Payment Requests Supplement Forms	-	Accounts Payable
PDA/Call Phone Approval Form	-	University Contracts	This form is used to seek approval for the purchase of, or services for a Cell Phone, PDA or Ipod.	PDF
Personal Service Form	-	Tax	Used to apply for an individual or employee to be paid as an Independent Contractor per UAB's Personal Services Policy	PDF
Personal Services Form for Employees	-	Tax
Petty Cash and Change Fund Agreement	-	Accounting	Required to be completed upon establishment of petty cash funds	PDF
Petty Cash and Change Fund Agreement Change of Custodian	-	Accounting	To be completed and submitted to request a change of Petty Cash Custodian	PDF
Petty Cash Fund Request	-	Accounting	Used to request establishment of petty cash funds	PDF
Petty Cash Reconciliation	-	Accounting	Reconciliation form to be completed and submitted quarterly to General or Grant Accounting	PDF
Position Description Questionnaire	-	Budget	Used to provide necessary information for the proper classification of a position and the effective recruitment, interviewing and selection of candidates for employment. Link to HR Compensation for official form;
Position Request Form	-	Budget	Used to establish a new position or to refill a vacant position as part of the recruitment process. Link to HR Compensation for official form
Rebudgeting Request	-	Grants	To request rebudgeting of sponsored award
Request for Loan Rehabilitation Plan	-	Student	Borrower must complete to apply for loan rehabilitation	PDF
Residual Closeout Request	-	Grants	To request closeout of fixed price account to residual account	PDF
Sample LPO Form	-	Purchasing Services	Limited Purchase Order forms may be picked up in the Purchasing Services department.	PDF
Sample PO	-	Purchasing Services	Sample Purchase Order	PDF
Service Center Interface Privileges	-	Accounting	Used to request Service Center Interface Privileges in accordance with the Oracle Service Center Interface procedures.	MSWORD
Sole Source Justification Form	-	Procurement Contracts	This form is used to provide a clinical or technical justification of sole source.	PDF
Staples Convenience Card Approval Form	-	University Contracts	This form is used to seek authorization to use a Staples Convenience Card.	PDF
State Nursing Scholarship Request for Cancellation	-	Student	Borrower must complete to apply for cancellation of State Nursing Scholarship	PDF
Stop Payment	-	Accounts Payable		MSWORD
Student Loan Forbearance	-	Student	Borrower must complete to apply for repayment forbearance.
Sub Recipient Invoice Certificate -Sub Recipient Personnel	-	Grants	Included with invoices submitted for sub recipient payment, per Sub-Recipient Agreements Policy (UAB)	PDF
Sub Recipient Invoice Certificate -UAB Personnel	-	Grants	Included with invoices submitted for sub recipient payment, per Sub-Recipient Agreements Policy (Non-UAB)	PDF
Tax Exemption Certificate	-	University Contracts	This form may be sent to any outside party seeking validation of our tax exempt status	PDF
Termination of Petty Cash	-	Accounting	Used to terminate petty cash fund	PDF
Trainee Checklist	-	Payroll		PDF
UAB Fee for Service Contract	-	Procurement Contracts	Sample Contracts & Templates	MSWORD
University Routing Form	-	University Contracts	This form is used to route University contracts for signature.	PDF
Vendor Application Form	-	Procurement Contracts	This form is used by vendors seeking to become a valid supplier for UAB	PDF
Vendor Fee For Service Agreement	-	Procurement Contracts	Sample Contracts & Templates	MSWORD
Visa Participant Debit Card Log	-	Accounting	The log should be submitted when cards are ordered to track the card issuance	PDF
Visa Participant Incentive Debit Card Approval	-	Accounting	This form is submitted with each order; this form also indicates the quantity and denomination of amount of cards needed	PDF
Visa Participant Incentive Debit Card User Application	-	Accounting	This form is submitted with each order, and also used to track any changes.	PDF
W-9 Form for UAB	-	Tax	Signed W-9 with UAB Tax ID	PDF
Work-Study Placement Form	-	Payroll		PDF