| 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 |