University of Kentucky

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: 07/05/2017 Contact: Accounting and Financial Reporting Services AJ Hoover ajhoover@uky.edu AFRS 859-257-2949 Office of the Treasurer Brief Summary: Use this form to request the creation of a new student or professional agency cost center.
Air vs. Auto Travel Expense Form
Department: Office of the Treasurer Last Updated: 08/13/2021 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.
Building Inventory Data Collection Form
Department: Office of the Treasurer Last Updated: 02/16/2017 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: 04/14/2020 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: 04/21/2020 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 Device Allowance Request Form
Department: Office of the Treasurer Last Updated: 05/18/2023 Contact: alexis.bugay@uky.edu Payroll Services Brief Summary: Use this form to request a cellular device allowance and document eligibility requirements as outlined in Q-1-2. The allowance is not intended to fund the cost of the device or pay the entire monthly bill as the assumption is that most employees also use the device for personal use. The allowance rate was determined based upon current market rates and estimated business use of fifty percent.
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: 02/08/2023 Contact: Accounting and Financial Reporting Services AJ Hoover ajhoover@uky.edu AFRS 859-257-2949 Office of the Treasurer Brief Summary: Use this form to request the creation of a new cost / funds center.
Department Form
Department: Office of the Treasurer Last Updated: 07/05/2017 Contact: Accounting and Financial Reporting Services AJ Hoover ajhoover@uky.edu AFRS 859-257-2949 Office of the Treasurer 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: 12/21/2021 Contact: Payroll Services 859-257-3946 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: 08/29/2018 Contact: Endowment Services Department Brief Summary: Not Available
Endowment Fund Creation Request – (SAP)
Department: Office of the Treasurer Last Updated: 01/08/2021 Contact: Karen Boyd Endowment and Gift Accounting 859-323-7202 Brief Summary: Please use this form to create a new endowment fund, change an existing endowment fund, or to block an existing endowment fund. This PDF will only work with Internet Explorer. If you open it with Chrome, you will receive an error message.
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: 02/08/2023 Contact: Accounting and Financial Reporting Services AJ Hoover ajhoover@uky.edu AFRS 859-257-2949 Office of the Treasurer Brief Summary: Use this form to request the creation of a new fund.
Fund Creation Request Instructions
Department: Office of the Treasurer Last Updated: 04/03/2013 Contact: General Accounting Brief Summary: Instructions for Fund Creation Request
Honorarium Payment Form
Department: Office of the Treasurer Last Updated: 09/23/2021 Contact: Brief Summary: Honorarium are gratuitous payments of an amount determined by the University made to visiting guest speakers, guest lecturers or others solely to express appreciation for their service to the University when no contractual agreement, neither written nor verbal, exists and payment is not expected or legally due.
Imprest Cash Forms - Request for Extension of Imprest Cash Fund.pdf
Department: Office of the Treasurer Last Updated: 07/08/2016 Contact: Treasury Services Brief Summary: Use this form when an extension is needed to repay the imprest cash fund. Submit to Treasury Services at minimum 1 month prior to current repayment date.
Imprest Cash Forms - Request for Imprest Bank Account.pdf
Department: Office of the Treasurer Last Updated: 07/08/2016 Contact: Treasury Services Brief Summary: Use this form when a separate bank account is needed for use with an imprest fund. Attach to the PRD that is requesting the imprest fund.
Imprest Cash Forms - Request to Change Custodianship of Imprest Cash Fund
Department: Office of the Treasurer Last Updated: 07/08/2016 Contact: Treasury Services 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 fund signed by both the new custodian and the departing custodian must be attached to the request form.
Imprest Form - Overseas Travel Advance Budget Form.xlsx
Department: Office of the Treasurer Last Updated: 10/07/2016 Contact: Treasury Services Brief Summary: This form required to be attached to a PRD requesting an Overseas Expenditures Imprest Account and/or a Travel Advance.
Imprest Form - Request for Imprest Account or Travel Advance.pdf
Department: Office of the Treasurer Last Updated: 10/07/2016 Contact: Treasury Services Brief Summary:
Independent Contractor Scope of Work Form
Department: Office of the Treasurer Last Updated: 01/21/2022 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 form - Royster memo exemption
Department: Office of the Treasurer Last Updated: 09/28/2017 Contact: Zoe Morley or Renee Dyer Payroll Services 859-257-6285 Brief Summary: This form is used to exempt RA/TA/GA's from the local city tax under the Wimberly C. Royster Memo.
Local City Tax Form - Work Location Continuation
Department: Office of the Treasurer Last Updated: 01/12/2024 Contact: Renee Dyer Payroll Services 859-257-3946 Brief Summary: This form should be used when any portion of an employee's geographical work location is outside of the Lexington/Fayette County, Kentucky area.
Local City Tax Form- Work Location
Department: Office of the Treasurer Last Updated: 01/12/2024 Contact: Renee Dyer Payroll Services 859-257-3946 Brief Summary: This form should be used when any portion of an employee's geographical work location is outside of the Lexington/Fayette County, Kentucky area.
Lost Equipment Report
Department: Office of the Treasurer Last Updated: 01/30/2020 Contact: General Accounting 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: 10/07/2016 Contact: Office of the Treasurer Brief Summary: This form must be completed and submitted to the Merchant Card Services Department to establish a merchant account in order to process credit card transactions (online, in-person, phone or fax).
Merchant - Form to Change or Terminate Merchant Agreement
Department: Office of the Treasurer Last Updated: 03/25/2009 Contact: Brief Summary: This form must be completed and submitted to the Merchant Card Services Department to make changes such as Merchant Name, Merchant Address, MDRP name or contact information, order new credit card terminal, establish online payment gateway, change cost center and G/L accounts or terminate merchant account.
Merchant - Request for Borrowing Credit Card Processing Equipment
Department: Office of the Treasurer Last Updated: 10/07/2016 Contact: Office of the Treasurer Brief Summary: This form must be completed and submitted to the Merchant Card Services Department to reserve credit card processing equipment.
Motor Vehicle Record (MVR) Release and Information Form
Department: Office of the Treasurer Last Updated: 03/16/2021 Contact: Risk Management Department 859-257-3372 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: 01/30/2020 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.
Over 60 Day Taxation Form
Department: Office of the Treasurer Last Updated: 01/21/2022 Contact: Office of the Treasurer Brief Summary: Form required to be included with receipts and other supporting documentation with Concur Travel Report if travel reimbursement has been requested over 60 days from last date of travel.
Personal Property Sale Request
Department: Office of the Treasurer Last Updated: 01/09/2023 Contact: Surplus Property Department Jeff Carmickle 859-323-7261 Brief Summary: This form is used to request the sale of livestock, poultry and commodities.
Project Establishment Form
Department: Office of the Treasurer Last Updated: 11/14/2017 Contact: Accounting and Financial Reporting Services Brief Summary: To establish plant fund for project, major equipment, or fabricated equipment.
Project Establishment Form Instructions
Department: Office of the Treasurer Last Updated: 10/24/2017 Contact: Accounting and Financial Reporting Services Brief Summary: Instructions to establish plant fund for project, major equipment, or fabricated equipment.
Property Claim Form
Department: Office of the Treasurer Last Updated: 07/10/2023 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 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: 07/11/2018 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: 07/05/2017 Contact: Accounting and Financial Reporting Services AJ Hoover ajhoover@uky.edu AFRS 859-257-2949 Office of the Treasurer 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: 07/31/2017 Contact: Accounting and Financial Reporting Services AJ Hoover ajhoover@uky.edu AFRS 859-257-2949 Office of the Treasurer 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: 03/12/2018 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
Request for Historical Airfare Cost Comparison
Department: Office of the Treasurer Last Updated: 02/10/2023 Contact: Office of the Treasurer 859-257-4758 Brief Summary:
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
Retroactive Payroll Adjustment Request
Department: Office of the Treasurer Last Updated: 07/24/2017 Contact: Payroll Services alexis.bugay@uky.edu Brief Summary: This form is to be used to document pay or assignment adjustments older than earliest retro date. Payroll must review this form prior to making changes in SAP.
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.
Service Center Instructions
Department: Office of the Treasurer Last Updated: 05/24/2023 Contact: alexis.bugay@uky.edu Brief Summary:
Service Center Request Form
Department: Office of the Treasurer Last Updated: 05/24/2023 Contact: Research Financial Services Brief Summary:
Short Term Investment Participation Agreement
Department: Office of the Treasurer Last Updated: 03/01/2022 Contact: Office of the Treasurer Debt & Liquidity Services, 859-257-5830 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.
Sponsored Project Phone Allocation Form
Department: Office of the Treasurer Last Updated: 05/11/2017 Contact: Research Financial Services Brief Summary:
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 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: 04/27/2021 Contact: Jeff Carmickle jeff.carmickle@uky.edu 859-323-7261 Brief Summary: Not Available
Surplus Forms - Vehicle Surplus Request
Department: Office of the Treasurer Last Updated: 01/09/2023 Contact: Jeff Carmicle Surplus 859-323-7261 jeff.carmickle@uky.edu Brief Summary: This is the form used to surplus vehicles.
Surplus Property Pick Up Form
Department: Office of the Treasurer Last Updated: 03/20/2024 Contact: Jeff Carmickle jeff.carmickle@uky.edu 859-323-7261 Brief Summary: This is the form that departments use to have items picked up and brought to Surplus.
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: 01/30/2020 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 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: 01/13/2015 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: 00/00/0000 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

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