eForms

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: 11/11/2013

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 (FY 2014-2015)            

Department: Office of the Treasurer

Last Updated: 03/31/2014

Contact:

Brief Summary: Use this form to provide information to document the eligibility requirements for requesting reimbursement payment for the business cost of cellular allowance. The reimbursement payment must be resubmitted for approval annually.

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 Instructions (IRIS)            

Department: Office of the Treasurer

Last Updated: 05/23/2014

Contact: UK Analytics & Technologies - Enterprise Applications Group, 859-257-2261

Brief Summary: n/a

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:

Independent Contractor Scope of Work Form            

Department: Office of the Treasurer

Last Updated: 10/25/2013

Contact: Purchasing Division

Brief Summary: Complete Independent Contractors Scope of Work form after following steps explained in BPM E-7-3 Worker Classification Employee of Independent Contractor.

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: 07/15/2014

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.

Purchase OT Gift Cards            

Department: Office of the Treasurer

Last Updated: 05/08/2014

Contact: Kristina Dills, 257-4758

Brief Summary: request for OT gift cards for department use

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 and Authorization for Payment to Human Research Subjects            

Department: Office of the Treasurer

Last Updated: 10/29/2013

Contact: Accounts Payable

Brief Summary: Use this form to document payments of $100 or less. Submit with PRD in accordance with BPM E-9.

Request for Employee Reimbursement and Invoice            

Department: Office of the Treasurer

Last Updated: 06/18/2014

Contact: Tony Day, Accounts Payable, 257-5440, kristina.dills@uky.edu

Brief Summary: Complete form with original receipts and attach to PRD for non-travel employee reimbursement as described in BPM E-3-2-2.

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: 05/29/2013

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: 09/03/2013

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: 01/09/2014

Contact: Accounts Payable Department, kristina.dills@uky.edu

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 Invoice and Credit Memo Transmittal            

Department: Office of the Treasurer

Last Updated: 07/10/2013

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

University of Kentucky - An Equal Opportunity University
Human Resources · 115 Scovell Hall · Lexington, KY 40506-0064
Phone: (859) 257-9555 · Fax: (859) 323-8512
Questions/Feedback: HR | HR Site
About Human Resources
Last Modified: September 17, 2013 | Off-site Link Disclaimer