Forms
General Forms
| FORM | SPECIFIC INSTRUCTIONS |
|---|---|
| Compliance Form | None |
| Computer Access Request and Authorization | None |
| Corporate Charge Card Application/Information | None |
| Employee Confidentiality Agreement | None |
| Food Expense Checklist | None |
| Prizes, Awards, & Gifts | Included On Form |
| Prize Tax Acknowledgement | Included on Form |
| Request for Approval for UW Off Campus Event | None |
Accounting Forms
| 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 advisorClub sports always needs to be signed by the advisor |
| Student Faculty Application & Advisor Form |
None |
| Student Faculty Survey Request Form |
None |
| Student Faculty Officer Signature Authorization Form |
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 | Online Form |
| 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 |
| UW Independent Learning Information and Request Form |
Email to: sfs@uww.edu |
| Credit Offset |
Email to: sfs@uww.edu or Cashiers@uww.edu |
| DOR Certification Appeal Form |
Email to: sfs@uww.edu |
| Termination of Payment Plan Request |
Email to: sfs@uww.edu |
Procurement Forms
Payment Authorization FormReview training materials on the ShopUW+ Essentials website.
| FORM | SPECIFIC INSTRUCTIONS |
|---|---|
| None | |
| Non-Competitive Purchase Form - Sole Source | Order(s) Between $5,000 and $25,000. Fully approved and signed form attached to Purchase Order Requisition |
| Printing/Quick Copy | None |
| Procard Application | Instructions |
| Purchase Requisition $5000 and Over | Review training materials on the ShopUW+ Essentials website. |
| Purchases Under $5000 | Review training materials on the ShopUW+ Essentials website. |
| ShopUW+ Security Role Requester | Please follow the provided instructions on submitting the request form. |
| Simplified Bid Record | Order(s) Between $5,000 and $50,000. MUST have minimum of three (3) bids, copies of emails sent to suppliers attached to Purchase Order Requisition |
| To Do List for Entertainers and Speakers | Guidance for Entertainer/Speaker agreements. |
| Vendor Identification Request - Cover Letter for W-9 | Send this letter out to vendor with W-9 Form. |
| Vendor Information - W-9 Form | Instructions for this form are located on the second page of the form. |