Financial Services

Forms

FORM	SPECIFIC INSTRUCTIONS
Compliance Form	None
Computer Access Request and Authorization	None
Corporate Charge Card Application/Information	None
Employee Confidentiality Agreement	None
Prizes, Awards, & Gifts	Included On Form
Prize Tax Acknowledgment	Included on Form
Request for Approval for UW Off Campus Event	None

FORM	SPECIFIC INSTRUCTIONS
Change Fund Request	Included on Form
Dept (Org) Code Request/Change Form	Instructions
Deposit Form	Instructions
Employee Reimbursement Form	Log in using netid and password. Then click on Expenses tile; Create Expense Report.
Expense Correction - Non Salary	Can be found on our website
Expense Correction - Salary	Contact Payroll Office
General Asset Disposal Form	Included on Form
Inter-Unit (Campus) Payment Request Form	Included on Form
Moving Expense Pre-Approval Form	Please print on UW-Whitewater letterhead
Moving Expense Reimbursement	Use the Travel Expense Form
Non-Employee E-Reimbursement Setup Form	Included on Form
Payments to Individuals Form	Attach fully signed agreement to PIR check request form in ShopUW+. This form can be used for all payments to individuals under $5,000. Anything over $5,000 please contact Purchasing Department.
Project Code Request/Change Form	Instructions
Property Location Change Form	None
Student/Faculty Deposit form	None
Transfer Form	Included on Form
Travel Expense Report	Log in using netid and password. Then click on Expenses tile; Create Expense Report.
UWW Invoice	Contact Financial Services
Work Study/Student Help	Complete SET funding change request. If you have questions contact the Payroll Office.

FORM	SPECIFIC INSTRUCTIONS
Departmental Deposit Form	None
Scholarship Notice Form	Mail completed form and scholarship check to: PO Box 88 Whitewater WI 53190
Lost Check Affidavit	Mail completed form to: PO Box 88 Whitewater WI 53190
Student-Faculty Deposit Form	None
Student-Faculty Check Request Form	Form needs to be signed by two officers or an officer and an advisor Club sports always needs to be signed by the advisor
Student-Faculty Application Form	None
Student-Faculty Survey Form	None
Student-Faculty Officer Signature Authorization	Submitting this form supercede's any previous forms submitted
Loan Adjustment Request Form	None
Request for Change Fund	Bring completed form to the Cashier's office

FORM	SPECIFIC INSTRUCTIONS
Authorization for Release of Information (FERPA)	Instructions
Third Party Release Form	Email to: sfs@uww.edu
Enrollment Deposit Refund Request	Fillable online
Fee Appeal Request Form	Email to: sfs@uww.edu
Title IV Authorization Opt Out	Email to: sfs@uww.edu
Request for Student's Taxpayer Identification Number (W9-S)	Mail completed form to address on form
Terms & Conditions for Enrollment/Credit Agreement Information	Instructions
Mulitple Campus Enrollment Information and Request Form	Email to: sfs@uww.edu
UW Independent Learning Information and Request Form	Email to: sfs@uww.edu
Refund Request - Credit Offset	Email to: sfs@uww.edu or Cashiers@uww.edu
DOR Certification Appeal Form	Email to: sfs@uww.edu

FORM	SPECIFIC INSTRUCTIONS
Change Order	Instructions This form should ONLY be used on the purchase orders entered into Shared Financial System(SFS) for current fiscal year.
Food Expense Checklist	None
Payment Authorization Form	Review training materials on the ShopUW+ Essentials website.
Printing/Quick Copy	None
Procard Application	Instructions
Procard Log Form	None
Purchase Requisition $5000 and Over	Review training materials on the ShopUW+ Essentials website.
Purchases Under $5000	Review training materials on the ShopUW+ Essentials website.
Simplified Bid Record	Order(s) Between $5,000 and $50,000 and MUST have minimum of three bids. This MUST be sent to Purchasing Office along with Purchase Order Requisition and Bids.
Sole Source Request Form	None
Vendor Information - W-9 Form	Instructions for this form are located on the second page of the form.
Vendor Identification Request - Cover Letter for W-9	Send this letter out to vendor with W-9 Form.