Alphabetical Listing
| Form Name | PDF |
WORD |
EXCEL |
WEB PAGE |
| ACH Transmittal Form – (IRIS) |  | |||
Department: Office of the Treasurer Last Updated: 09/22/2005 Contact: Treasury Services Department Brief Summary: Use this form to designate the correct G/L account when expecting a payment in the form of an ACH or EFT. The completed form is sent to Treasury Services and matched to the credit posted at the bank. | ||||
| Agency Cost Center Information Sheet/Authorization Form | | |||
Department: Office of the Treasurer Last Updated: 03/29/2012 Contact: General Accounting Brief Summary: Use this form to request the creation of a new student or professional agency cost center. | ||||
| Board of Claims Form ($100 or more) | |  | ||
Department: Office of the Treasurer Last Updated: 04/29/2004 Contact: Risk Management Department Brief Summary: This form should be used when damages are sustained to person or property as a result of a negligent act on the part of the University of Kentucky/Commonwealth of Kentucky. | ||||
| Building Inventory Data Collection Form | | |||
Department: Office of the Treasurer Last Updated: 04/29/2004 Contact: Plant Assets Department Brief Summary: Use this form to collect information on newly acquired (built, leased or purchased) buildings. | ||||
| Cart Policy Exception Request | | |||
Department: Office of the Treasurer Last Updated: 11/29/2012 Contact: Lou Drapeau, Lou.Drapeau@uky.edu Brief Summary: Use this form to request exceptions to E-14-3 Golf Carts and Utility Vehicles. | ||||
| Cash Handling Quick Reference Guide and Form | | |||
Department: Office of the Treasurer Last Updated: 02/28/2013 Contact: Brief Summary: Form to be signed by all University employees who handle cash or supervise the handling of cash. | ||||
| Cash Transmittal Extended Form - (IRIS) | | |||
Department: Office of the Treasurer Last Updated: 09/07/2006 Contact: Treasury Services Department Brief Summary: Use this form after receiving cash and depositing to more than ten accounts. The completed form, along with the funds to be deposited to the bank, is delivered to Treasury Services. | ||||
| Cash Transmittal Form – (IRIS) | | |||
Department: Office of the Treasurer Last Updated: 09/07/2006 Contact: Treasury Services Department Brief Summary: Use this form after receiving cash. The completed form, along with the funds to be deposited to the bank, is delivered to Treasury Services. | ||||
| Cellular Allowance Request Form | | |||
Department: Office of the Treasurer Last Updated: 05/16/2013 Contact: Brief Summary: | ||||
| Certificate Number 2 - (IRIS) | | |||
Department: Office of the Treasurer Last Updated: 04/10/2006 Contact: Payroll Department Brief Summary: Used to certify that the Payroll reports have been reviewed and that employees are being properly paid. This form also allows the departmental person to pick up payroll checks on payday. | ||||
| Check Transmittal Continuation Form – (IRIS) | | |||
Department: Office of the Treasurer Last Updated: 09/01/2006 Contact: Treasury Services Department Brief Summary: Use this form when there is not enough space to list all the checks included in a Check Transmittal deposit. | ||||
| Check Transmittal Extended Form - (IRIS) | | |||
Department: Office of the Treasurer Last Updated: 09/01/2006 Contact: Treasury Services Department Brief Summary: Use this form after receiving checks and depositing to more than five accounts. The completed form, along with the funds to be deposited to the bank, is delivered to Treasury Services. | ||||
| Check Transmittal Form – (IRIS) | | |||
Department: Office of the Treasurer Last Updated: 09/01/2006 Contact: Treasury Services Department Brief Summary: Use this form after receiving checks. The completed form, along with the funds to be deposited to the bank, is delivered to Treasury Services. | ||||
| Computer Cleaning Form | | |||
Department: Office of the Treasurer Last Updated: 05/21/2009 Contact: Brief Summary: | ||||
| Cost/Funds Center Request | | |||
Department: Office of the Treasurer Last Updated: 04/03/2013 Contact: General Accounting Brief Summary: Use this form to request the creation of a new cost / funds center. | ||||
| Department Form | | |||
Department: Office of the Treasurer Last Updated: 04/03/2013 Contact: General Accounting Brief Summary: Use this form for requesting Department additions, deletions, and attribute changes. | ||||
| Department Form Instructions | | |||
Department: Office of the Treasurer Last Updated: 04/03/2013 Contact: General Accounting Brief Summary: Instructions for Department Form | ||||
| Direct Deposit Authorization Agreement - (IRIS) | | |||
Department: Office of the Treasurer Last Updated: 04/10/2006 Contact: Payroll Department Brief Summary: Used to collect information to allow for the direct deposit of employees pay into their bank account. | ||||
| Disbursement Request Form | | |||
Department: Office of the Treasurer Last Updated: 12/06/2012 Contact: Accounts Payable, Tony Day Brief Summary: Use this form to request disbursements only for payments on agency accounts or ACH and wire transfers that cannot be done through the PRD process. | ||||
| Disbursement Request Instructions | | |||
Department: Office of the Treasurer Last Updated: 12/06/2012 Contact: Accounts Payable, Tony Day Brief Summary: Instructions for Disbursement Request | ||||
| Distribution of Effort Agreement Form (IRIS) | | |||
Department: Office of the Treasurer Last Updated: 09/14/2007 Contact: Sponsored Projects Accounting (257-1747) and Associate Provost for Academic Affairs (323-3748) Brief Summary: The Distribution of Effort Form serves a dual purpose: (1) to document a faculty member's distributon of work effort for compliance with Federal cost allocation guidelines, and (2) to provide information used for faculty job assignment and evaulation. | ||||
| Distribution of Effort Agreement Form Instructions (IRIS) | | |||
Department: Office of the Treasurer Last Updated: 04/28/2010 Contact: Sponsored Projects Accounting (257-1747) and Associate Provost for Academic Affairs (323-3748) Brief Summary: Instructions for completing Distribution of Effort Form | ||||
| Employer Provided Automobile Income Inclusion Worksheet |  | |||
Department: Office of the Treasurer Last Updated: 03/11/2013 Contact: Payroll Department, email address: charlene.childers@uky.edu Brief Summary: This worksheet is used to report business and personal use of an employer provided vehicle. | ||||
| Endowment Fund Creation Request Instructions | | |||
Department: Office of the Treasurer Last Updated: 07/27/2012 Contact: Endowment Services Department Brief Summary: Not Available | ||||
| Endowment Fund Creation Request – (SAP) | | |||
Department: Office of the Treasurer Last Updated: 07/27/2012 Contact: Endowment Services Department Brief Summary: Not Available | ||||
| Fabricated Equipment Account Information Sheet | | |||
Department: Office of the Treasurer Last Updated: 04/03/2013 Contact: Bill Coleman, wecole2@uky.edu Brief Summary: Not Available | ||||
| Faculty Effort System (FES) and FES Focus | | |||
Department: Office of the Treasurer Last Updated: 04/29/2004 Contact: Financial Systems Department Brief Summary: This form is required when requesting on-line access to FES screen. A valid FRS ID is necessary to access FES. This form must be signed by the appropriate area security officer before being sent to Financial Systems. | ||||
| Fund Creation Request | | |||
Department: Office of the Treasurer Last Updated: 04/03/2013 Contact: General Accounting Brief Summary: Use this form to request the creation of a new GL account. | ||||
| Fund Creation Request Instructions | | |||
Department: Office of the Treasurer Last Updated: 04/03/2013 Contact: General Accounting Brief Summary: Instructions for Fund Creation Request | ||||
| Imprest Cash Forms - Reconciliation of Imprest Cash Fund | | |||
Department: Office of the Treasurer Last Updated: 04/14/2010 Contact: Accounts Payable Department Brief Summary: Use this form to reconcile an imprest cash account on a monthly basis. Custodians should keep a file of all reconciliation forms for the duration of the imprest cash fund. | ||||
| Imprest Cash Forms - Request to Change Custodianship of Imprest Cash Fund | | |||
Department: Office of the Treasurer Last Updated: 04/29/2004 Contact: Accounts Payable Department Brief Summary: Use this form when a different employee is taking responsibility for an imprest cash fund established for a department. A reconciliation of the imprest cash fund by the departing custodian must be completed before the change in custodianship will be approved. | ||||
| Imprest Cash Forms - Request to Establish or Increase Imprest Cash Fund | | |||
Department: Office of the Treasurer Last Updated: 04/29/2004 Contact: Accounts Payable Department Brief Summary: Use this form along with a Departmental Authorization Voucher (DAV) to establish an imprest cash fund or to increase an already established imprest cash fund. | ||||
| Imprest Cash Fund Annual Audit Form | | |||
Department: Office of the Treasurer Last Updated: 05/06/2011 Contact: Accounts Payable Office Brief Summary: | ||||
| Instructions - Owned/Leased/Rented Vehicles |  | |||
Department: Office of the Treasurer Last Updated: 04/29/2004 Contact: Not Available Brief Summary: These instructions must be followed for any vehicle accident that involves a UK employee on official University business. The employee must either be driving a UK owned vehicle or a leased vehicle. | ||||
| Journal Voucher Instructions - (IRIS) | | |||
Department: Office of the Treasurer Last Updated: 12/06/2005 Contact: General Accounting Brief Summary: Not Available | ||||
| Journal Voucher – (IRIS) | | |||
Department: Office of the Treasurer Last Updated: 09/22/2005 Contact: General Accounting Brief Summary: Not Available | ||||
| JV Explanation Form | | |||
Department: Office of the Treasurer Last Updated: 04/23/2008 Contact: Katrina Hall, Sponsored Projects Accounting, 7-9291, kshall2@email.uky.edu Brief Summary: Journal Voucher (JV) Explanation Form | ||||
| Local/City Tax - (IRIS) | | |||
Department: Office of the Treasurer Last Updated: 09/29/2006 Contact: Payroll Department Brief Summary: Used to define the current local tax amounts to be withheld or to exempt the employees from tax withholding. | ||||
| Lost Equipment Report | | |||
Department: Office of the Treasurer Last Updated: 01/31/2011 Contact: Plant Assets Department Brief Summary: Use this form to report lost capital equipment. The form must be signed by the appropriate provost/vice president. | ||||
| Merchant - Application to Become a Merchant Department | | |||
Department: Office of the Treasurer Last Updated: 03/25/2009 Contact: Brief Summary: | ||||
| Merchant - Form to Change of Terminate Merchant Agreement | | |||
Department: Office of the Treasurer Last Updated: 03/25/2009 Contact: Brief Summary: | ||||
| Motor Vehicle Record (MVR) Release and Information Form | | |||
Department: Office of the Treasurer Last Updated: 07/31/2007 Contact: Risk Management Department Brief Summary: This form must be completed by every individual that will be operating any vehicle on behalf of the University of Kentucky and then submitted to the Risk Management Department. | ||||
| Off-Campus Equipment Report | | |||
Department: Office of the Treasurer Last Updated: 04/03/2013 Contact: Plant Assets Brief Summary: Use this form to report capital equipment that is located off-campus. | ||||
| One-Time Payment | | |||
Department: Office of the Treasurer Last Updated: 04/29/2004 Contact: Not Available Brief Summary: Used to allow a payment in addition to the regular payroll payment. | ||||
| Personal Property Sale Request | | |||
Department: Office of the Treasurer Last Updated: 04/03/2013 Contact: Surplus Property Department Brief Summary: Not Available | ||||
| Printed Pay Statement Election Agreement | | |||
Department: Office of the Treasurer Last Updated: 01/20/2011 Contact: Payroll Department Brief Summary: | ||||
| ProCard Application | | |||
Department: Office of the Treasurer Last Updated: 01/12/2007 Contact: Accounts Payable Department Brief Summary: Used this form to apply for a University of Kentucky Procurement Card. | ||||
| ProCard Application - Instructions | | |||
Department: Office of the Treasurer Last Updated: 01/12/2007 Contact: Accounts Payable Department Brief Summary: Instructions on how to fill the procard application. | ||||
| Program Course Fees Form | | |||
Department: Office of the Treasurer Last Updated: 12/14/2007 Contact: Brief Summary: | ||||
| Project Request Form – (SAP) | | |||
Department: Office of the Treasurer Last Updated: 04/03/2013 Contact: General Accounting Brief Summary: To establish plant fund for project or major equipment | ||||
| Property Claim Form | | |||
Department: Office of the Treasurer Last Updated: 04/29/2004 Contact: Risk Management Department Brief Summary: This form is to be completed to report any loss or damage to a University of Kentucky building and/or its contents. Contents that are covered are only those owned by UK and do not include an employees personal property. | ||||
| Related Organization Request to Open Bank Account | | |||
Department: Office of the Treasurer Last Updated: 08/01/2006 Contact: Treasury Services Department Brief Summary: Related organizations should use this form to request permission to use the University's name and/or "Marks" (UK, U of K or similar abbreviation) when opening an outside bank account. If approved by the Treasurer, the bank account will be subject to periodic review/audit by the University. | ||||
| Report Unsafe Utility Cart Operation | | |||
Department: Office of the Treasurer Last Updated: 11/29/2012 Contact: Lou Drapeau, Lou.Drapeau@uky.edu Brief Summary: Use this form to report improper use of golf carts to Risk Management. See E-14-3 for further information. | ||||
| Request for Establishing a New GL Account | | |||
Department: Office of the Treasurer Last Updated: 04/03/2013 Contact: General Accounting Brief Summary: Use this form to request the creation of a new GL account | ||||
| Request for Establishing a New GL Account Instructions | | |||
Department: Office of the Treasurer Last Updated: 04/03/2013 Contact: General Accounting Brief Summary: Instructions for establishing a new GL account | ||||
| Request for Establishing Service Center Cost/Fund Center | | | ||
Department: Office of the Treasurer Last Updated: 04/03/2013 Contact: General Accounting Brief Summary: Use this form to request the creation of a new Service Center Cost / Fund Center | ||||
| Request for Exception to Business Procedures Form | | |||
Department: Office of the Treasurer Last Updated: 10/12/2011 Contact: Brief Summary: Form to request an exception of current business procedures. | ||||
| Request for FRS/HRS/Purchasing and Related Beta 93 Access | | |||
Department: Office of the Treasurer Last Updated: 04/29/2004 Contact: Financial Systems Department Brief Summary: Not Available | ||||
| Requisition | | | ||
Department: Office of the Treasurer Last Updated: 04/29/2004 Contact: Purchasing Division Brief Summary: Not Available | ||||
| Requisition - Instructions | | |||
Department: Office of the Treasurer Last Updated: 04/29/2004 Contact: Purchasing Division Brief Summary: Not Available | ||||
| Requisition - reqdata.doc | | |||
Department: Office of the Treasurer Last Updated: 04/29/2004 Contact: Purchasing Division Brief Summary: Not Available | ||||
| Requisition - reqlog.doc | | |||
Department: Office of the Treasurer Last Updated: 04/29/2004 Contact: Purchasing Division Brief Summary: Not Available | ||||
| Room Inventory Data Collection Form | | |||
Department: Office of the Treasurer Last Updated: 04/29/2004 Contact: Plant Assets Department Brief Summary: Use this form to collect information on rooms in new or newly remodeled buildings. | ||||
| Sales Tax Form | | |||
Department: Office of the Treasurer Last Updated: 04/03/2013 Contact: General Accounting Department Brief Summary: Use this form to report monthly sales tax collected | ||||
| Short Term Investment Participation Agreement | | |||
Department: Office of the Treasurer Last Updated: 06/12/2012 Contact: Kim Lush Brief Summary: Use this form to request that all or a designated portion of a restricted gift be allowed to participate in investment earnings of the University. Permitted on an exception basis only. | ||||
| Stop Payment Request Form | | |||
Department: Office of the Treasurer Last Updated: 04/03/2013 Contact: Department of General Accounting Brief Summary: Use this form to request a stop payment on a vendor, payroll, or flexible benefits check. For more instruction please see the General Accounting webpage or contact the check clerk at 859-257-8889. | ||||
| Student Payment Voucher Form | | |||
Department: Office of the Treasurer Last Updated: 10/09/2011 Contact: Accounts Payable Department, (859) 257-1402 Brief Summary: Use this form for all payments to students that are not paid through the use of SAG forms or the payroll process. | ||||
| Student Payment Voucher Instructions | | |||
Department: Office of the Treasurer Last Updated: 03/31/2011 Contact: Accounts Payable Department, (859) 257-1402 Brief Summary: Instructions on using the Student Payment Voucher Form. | ||||
| Surplus Forms - Surplus Authorization Voucher | | |||
Department: Office of the Treasurer Last Updated: 04/03/2013 Contact: Other Auxiliaries Brief Summary: Not Available | ||||
| Surplus Forms - Surplus Property Moving Request | | |||
Department: Office of the Treasurer Last Updated: 04/03/2013 Contact: Other Auxiliaries Brief Summary: Not Available | ||||
| Surplus Forms - Vehicle Surplus Request | | |||
Department: Office of the Treasurer Last Updated: 04/03/2013 Contact: Other Auxiliaries Brief Summary: Not Available | ||||
| Surplus Questionnaire | | | ||
Department: Office of the Treasurer Last Updated: 04/03/2013 Contact: Other Auxiliaries Brief Summary: | ||||
| Taxable Fringe Benefit Form | | |||
Department: Office of the Treasurer Last Updated: 03/11/2013 Contact: Payroll Department, zlbert1@email.uky.edu, or missy.wilson@uky.edu Brief Summary: This form should be used to report taxable fringe benefits given to an employee (spouse or dependent) for inclusion on the employee’s paycheck. | ||||
| Theft Report | | |||
Department: Office of the Treasurer Last Updated: 04/03/2013 Contact: Plant Assets Department Brief Summary: To document items reported as stolen for capital equipment inventory purposes | ||||
| Timesheet Instructions | | |||
Department: Office of the Treasurer Last Updated: 04/29/2004 Contact: Payroll Department Brief Summary: Not Available | ||||
| Timesheet Instructions (IRIS) | | |||
Department: Office of the Treasurer Last Updated: 03/03/2006 Contact: Payroll Department Brief Summary: Not Available | ||||
| Timesheet – Campus (IRIS) | | |||
Department: Office of the Treasurer Last Updated: 10/03/2011 Contact: Payroll Department Brief Summary: Please use new holiday leave codes starting July 1, 2009 (see form). | ||||
| Timesheet – Campus (without cost allocation) (IRIS) | | |||
Department: Office of the Treasurer Last Updated: 10/03/2011 Contact: Payroll Department Brief Summary: Please use new holiday leave codes starting July 1, 2009 (see form). | ||||
| Timesheet – Hospital (IRIS) | | |||
Department: Office of the Treasurer Last Updated: 10/03/2011 Contact: Payroll Department Brief Summary: Please use new holiday leave codes starting July 1, 2009 (see form). | ||||
| Travel Air vs. Auto Cost Comparison | | |||
Department: Office of the Treasurer Last Updated: 06/12/2012 Contact: Accounts Payable Department Brief Summary: Use this worksheet to compare the cost of driving vs. flying when traveling over 400 miles on official University business. | ||||
| Travel Out-of-State Form | | |||
Department: Office of the Treasurer Last Updated: 12/03/2012 Contact: Accounts Payable Department Brief Summary: Use this form to request authorization to travel out-of-state/country and to provide estimated expenses for the proposed travel. | ||||
| Travel Voucher | | |||
Department: Office of the Treasurer Last Updated: 01/01/2013 Contact: Accounts Payable Department Brief Summary: Use this form to request reimbursement for authorized business travel expenses. | ||||
| Travel Voucher Log | | |||
Department: Office of the Treasurer Last Updated: 04/29/2004 Contact: Accounts Payable Department Brief Summary: This document provides the list of numbers for a department for travel vouchers. | ||||
| Unclaimed Property Form | | |||
Department: Office of the Treasurer Last Updated: 04/03/2013 Contact: Surplus Property Department Brief Summary: To report and transfer 'lost and found' items to the Surplus Property Department | ||||
| Vehicle Accident Report Form | | |||
Department: Office of the Treasurer Last Updated: 11/30/2006 Contact: Risk Management Department Brief Summary: This form must be completed for any vehicle accident that involves a UK employee on official University business. The employee must either be driving a UK owned vehicle or a leased vehicle. | ||||
| Vehicle Surplus Request | | | ||
Department: Office of the Treasurer Last Updated: 05/16/2007 Contact: Surplus Property Department Brief Summary: Not Available | ||||
| Vehicle Transfer Form - (IRIS) | | |||
Department: Office of the Treasurer Last Updated: 02/26/2013 Contact: Plant Assets Department Brief Summary: Use this form to report transfers of capital vehicles. The receiving department must sign the form in order to move the vehicle in the inventory system. | ||||
| Vendor Transmittal and Authorization form - (IRIS) | | | ||
Department: Office of the Treasurer Last Updated: 12/06/2005 Contact: Not Available Brief Summary: Not Available | ||||
| Waiver of Payment Form | | |||
Department: Office of the Treasurer Last Updated: 07/01/2011 Contact: Office of the Treasurer Brief Summary: Form to be used when University faculty or staff wishes to decline compensation from the University for services rendered. | ||||
| Wire Transmittal Form – (IRIS) | | |||
Department: Office of the Treasurer Last Updated: 09/22/2005 Contact: Treasury Services Department Brief Summary: Not Available | ||||
