Business & Finance Forms

As part of our ongoing efforts to better serve our users, the Division of Business & Finance has incorporated all of its online forms into one convenient Web site. This means that all of the forms you use most often throughout the Division can now be found in exactly the same place.

The online forms have been organized under headers representing all departments within the Division of Business & Finance. Most of the Division's forms are optimized for all platforms and all printers in Adobe Acrobat PDF format.

Accounting

Accounts Payable

• Accounts Payable Address Change Form
• Athletics Recruitment Expense Claim
• Check Request (Excel)
• Direct Deposit Employee Accounts Payable Employee Reimbursement Authorization
• Request for Cash Reimbursement (University Employees)
  PLEASE NOTE: Requests for Cash Reimbursement are no longer handled via Web/PDF forms. Please use the online Chrome River system.
• Request for Cash Reimbursement (Students & Visitors)
  This version of the Cash Reimbursement form should only be used for students & visitors. It should NOT be used for reimbursements to UofM employees.
• Request for Meal Reimbursement (University Employees)
  PLEASE NOTE: Requests for Meal Reimbursement are no longer handled via Web/PDF forms. Please use the online Chrome River system.
• Request for Meal Reimbursement (Students & Visitors)
  This version of the Meal Reimbursement form should only be used by students & visitors. It should NOT be used by UofM employees.
• Request for Payment to Individual or Contractor
• Request for Research Participant Payment
• Request for Supply Advance
• Request for Supply Advance Reconciliation
• Vendor Payments ACH Authorization/Direct Deposit Form
• W-9: Request for Taxpayer Identification Number and Certification

Financial Reporting

• Equipment Transaction Form:
  Equipment transfers are now made through the Fixed Asset Workflow. Log into the myMemphis portal with your UUID and password.
  Select the workflow tab: Equipment Location Change workflow (changing location within the same org) > Equipment Transfer Workflow > 
  Transfer to another org | Surplus | Zero Value | Cannibalize
  Instructions on the workflow are available online.
• Organization Code Request
• Report of Lost or Stolen Property
• Request for Banner Index
• Request for Off-Campus Use of Equipment
• Salary Redistribution Request
• Service Center Application Form
• Service Center Rate Development Worksheet

General Accounting

• Deposit Authorization Form (formerly Authorization to Credit Cash Receipts to Expenditure Accounts)
• Request for Future Year Travel Authorization
• Transfer Voucher
• W-8BEN: Certificate of Foreign Status of Beneficial Owner for United States Withholdings (Individuals)
• W-8BEN-E: Certificate of Foreign Status of Beneficial Owner for United States Withholdings and Reporting (Entities)
• Wire Transfer Form: PDF | Excel | Instructions | Flowchart

B&F Reporting & Systems Initiatives

• Organization Code Request
• Request for Access to Business & Finance Systems (Banner, WorkforUM, OnBase, etc.)
• Request for Blackboard Access
• Request for e~Print Departmental Budget Reports Access
• Request for Door Access Operator
• Request for Web Update: E-mail requests to bfsupport@memphis.edu

Business Continuity & Risk Management

• Approval to Serve Alcohol on Campus

Business Operations

• Authorization To Distribute Literature By Non-Student Organizations (Request For)
• Authorization To Solicit Funds By Non-Resident Organizations (Request For)

Campus Planning & Design

Campus Planning & Design Forms

• Form A - Facilities Improvement Request
• Form B - Project Summary Checklist and Approval to Proceed with Design
• Form C - Project Scope Estimate and Approval to Transfer Funds
• Project Approval and Funding Form
• Request for Information or Design Services

Facilities Development Forms

• Asbestos Abatement Permit
• Confined Spaces Permit
• Contractor Dig Permit
• Crane/Heavy Equipment Permit
• Fire Protection Impairment Permit
• Hot Work Permit
• Mold and Remediation Permit Application
• Traffic Management Permit

Financial Planning

Finance Forms

• Temporary Budget Adjustment BD04 (Current): Web | Excel
• Permanent Budget Adjustment BD02 (Base): Web | Excel

Position Forms

• Temporary Position Budget Adjustment BD04 (Current): Web | Excel
• NBAPBUD Permanent Position Budget Adjustment BD02 (Base): Web | Excel
• FY24 Reversal Calendars

Human Resources: Data Management

• eContract System
• Form Letter for Students without SSNs: Available via International Student Services
• I-9 Certification
• Name Changes: Request for Name Change on Official University Record | Employee Preferred Name Request Form 
• Request for Access to Business & Finance Systems (Banner, OnBase, Hyperion)
• Request to Inspect/Copy Public Records (links to Office of Legal Counsel's form)
• Research Incentive Payment Request Form (links to Research & Innovation's form)
• Separation & Clearance Online Form
• University Supplied Housing Information Form
• Wireless Communication Device Allowance Request/Change Form: PDF | Softdocs

Human Resources: Employee Benefits

Educational Assistance Programs

• RIF Tuition Assistance Benefit
• RETIREES ONLY: Staff Scholarship Form
• RETIREES ONLY: Student Fee Discount for Spouse/Child
• Staff Scholarship and/or Fee Waiver (Formerly PC-191) Online System
• Student Fee Discount for Spouse/Child Online System

Insurance

• Insurance Enrollment/Change Form
• Other State of Tennessee Insurance Forms

Leave

• ADA Accommodation Request Form
• ADA Accommodation Health Care Provider Certification Form
• Faculty/Staff Sick Leave Bank Enrollment Form
• FMLA Certification of Health Care Provider for Employee
• FMLA Certification of Health Care Provider for Family Member
• Leave of Absence Request (Non-FMLA)
• Medical Leave Request (FMLA)
• ORP Retiree Sick Leave Donation Agreement
• Paid Parental Leave Request Form
• Paid Parental Leave Replacement Funds Request (to be completed by requesting department, not employee on leave)
• Sick Leave Bank Cancellation Request (Faculty & Staff)
• Sick Leave Bank Request
• Sick Leave Donation Agreement

Savings/Retirement Accounts

• 403(b) Participation Agreement Form
• 403(b) Termination Form
• TCRS Retirement Estimate Request
• Other 401(k) and 457 Forms

Workers' Compensation

• Bloodborne Pathogens Incident Report
• First Report of Injury or Illness

Miscellaneous

• 2024 Employee Authorization for Payroll Deduction to Health Savings Account
• Unpaid Compensation Beneficiary Form: These beneficiaries are now designated online in Banner Self Service rather than via a paper form.
  Step-by-step training is available as a Web demo or as a PowerPoint presentation.

Human Resources: Employee Engagement, Learning & Development

• Online Registration Site

Human Resources: Employee Relations & Compliance

• Alternative Work Arrangement Request Form (Telecommuting and/or Flextime)
• Employee Grievance/Complaint Form
• Exit Questionnaire
• Goal Setting Document (for SAMS Staff Performance Appraisals)
• Performance Appraisal
• Performance Improvement Process Notification Form
• Performance Improvement Process Release Form

Human Resources: Faculty Administrative Services

• Faculty Status Change Form

Human Resources: Recruitment & Compensation

• E-Contract Web Application
• Employee Bonus and Incentives Request
• Employee /Applicant Self-Identification Disclosure Form
• Moving Agreement & Allowance Request
• Professional Privilege Tax Form For Full-Time Regular Employees
• Request for Interim Appointment/Temporary Added Duties (Faculty & Staff)
• Request for Outside Employment/Consulting for Faculty and Administrative/Professional Staff
• Volunteer Registration Form
• Waiver of Search Form for Faculty/Staff

Human Resources: Service Center

• Notify Human Resources Regarding Death of Employee or Employee's Spouse/Relative

Mail Services

• Outgoing Mail Classification Form

Parking and Transportation Services

• Employee Request for Priority Parking Waiting List
• Faculty/Staff Traffic Appeals Form
• Garage Rental Reservation Form
• Parking Pass Request Form
• Request for Parking in Zach Curlin Garage (Greek Affairs Sunday Chapter Meetings in University Center)
• Special Event Shuttle Reservation
• Visitors Appeal Form

Payroll

• Adjustment Time Sheet
• Bi-Weekly Time Sheet (Regular Employee): PDF | Excel
• Direct Deposit Employee Payroll & Employee Reimbursement Authorization 
• Direct Deposit Authorization for TN Stars 529 Program
• Employee Award Payment Request Form [Excel]
• Faculty/Staff Payroll Deduction Authorization
• Monthly Employee/Faculty Leave Record Adjustment: PDF | Excel
• Overtime Outside Regular Department Time Sheet
• Salary Redistribution Request
• Student or Temporary Bi-Weekly Time Sheet: PDF | Excel
• W-4

Physical Plant

• Employee Termination Checklist
• Hot Work Permit
• Issue Stock Ticket
• Near Miss Report
• Overtime Request Form
• Rental Property Form
• Building Access Request (Keys, Fobs, ID Card)
• Request for Purchase Form
• Work Order Request

Procurement and Contract Services

• Procurement Forms
  • Accessibility Conformance and Remediation Form
  • Approval to Evaluate Capital Equipment Form
  • Bid Specifications Written Certification Form
  • Code of Ethics in Procurement and Contracting
  • Customer Service Survey
  • Evaluator Conflict of Interest/Confidentiality Form
  • Example Protest Bond
  • Justification for Sole Source
  • Minimum General Bid Conditions
  • Minority/Ethnicity Form (see Vendor Registration Form below)
  • Moving Specifications Sheet
  • Purchase Order Terms and Conditions
  • Request for RFP Services Form
  • Tigerbuy Vendor Registration
  • Vendor Performance Evaluation
  • Vendor Product Accessibility Statement and Documentation
  • Vendor Registration Form
• P-Card Forms
  • Agreement to Accept the Mastercard Purchasing Card
  • Meal Purchase Justification Form
  • Missing Document Affidavit
  • Procurement Card Application
  • Purchasing Cardholder Change Form
• Contract Forms
  • Agreement for Personal, Professional, & Consultant Services (To be completed by UofM employees only)
  • (U of M) Amendment
  • Attestation re: Personnel Used in Contract Performance
  • Banking Agreement
  • Certificate of Self Insurance
  • Clinical Affiliation Agreement
  • Contract/Agreement Routing Form
  • Contract Monitoring Plan Form
  • Dual Services Memorandum of Agreement
  • Facility Use Agreement
  • Performance Agreement
  • ProForma Contract
  • (U of M) Revenue Agreement
  • Software License Agreement
  • Transient Use Agreement
• Fiscal Review Forms
  • Contract Submittal Checklist
  • Contract Summary Sheet
  • Non-Competitive Amendment
  • Non-Competitive Contract Form
  • Supplemental Department Information with Instructions

Records Retention

• Records Disposal Request and Authorization
• Transmittal of Records to University Records Center

Space Planning

• Request for Space Change Form

Tiger Copy & Graphics

• Tiger Copy & Graphics Order Form

Travel

• Accounts Payable Address Request w/PO
• Accounts Payable New Vendor Setup Requirements
• Accounts Payable Vendor Address Change Request
• Agreement to Accept the Mastercard Travel Card
• Claim for Traveling Expenses
• Request for Travel Advance (Faculty/Staff)
• Travel Card Reimbursement Form (reimbursement for unauthorized charges)

University & Student Business Services (Formerly Bursar)

• Appeal/Request for Review of Fee, Charge, or Refund
• AR Training Attendance Form
• Direct Deposit Authorization
• Guest Identification Card Request
• New Fee/Change in Amount of Fee Request
• Refund Request
• Report of Cash Shortage/Overage
• Request for Access to Business & Finance Systems (Banner, WorkforUM, OnBase, etc.)
• Request for Cash Reimbursement
• Request for Departmental Tuition Assistance
• Request for Invoice
• Request for New Detail Code
• Request for Petty Cash Change
• Request for TouchNet/Banner Student AR Access
• ROTC Identification Card Request