| Approval Queue Setup |
| » Apply to approve your department's BANNER Finance Invoices, Purchase Orders, Requisitions. |
| Cash Paid Out Request Form |
| » Requests for cash when processing a check is not appropriate. |
| Cash Exchange Sheet |
| » When doing cash exchanges departments need to fill out a Cash Exchange Sheet for amounts over $50. |
| Change Fund Request |
| » Establish a departmental change fund. |
| Check Request Form |
| » Use only for items as described in the Direct Payment Guidelines |
| Confidential Student Financial Records Release |
| » Authorization to release Student Financial Information. |
| Contracted Services < $5,000 (Use Contracted Services Form in GrizMart) |
| » Contract with independent contractors. (Not to exceed $5,000) |
| Contracted Services >$5,000 (Use Contracted Services Form in GrizMart) |
| » Contract with independent contractors for purchases exceeding $5,000) |
| Cost Transfer Request Form - Grant |
| » Move expense from one accounting entity to another. |
| Costco Receipt Record |
| » Submit Costco Charge Card Receipts to Business Services. |
| Custodial Verification |
| » State Petty/Cash & Change Fund holders verification. |
| Deferred Payment Plan & Promissory Note |
| » Set up a deferred payment plan for UM student fees. |
| Department Form Templates |
| » Journal Vouchers and Wire Transfer Form templates for department use only. |
| Direct Deposit Application for Accounts Payable |
| » Apply for Direct Deposit and Authorization for Accounts Payable. |
| Direct Deposit 1199A form for Savings Account Certification |
| » Submit State of Montana Financial Institution Certification for Direct Deposits to Savings Accounts. |
| Entertainment Approval |
| » Obtain approval for departmental entertainment, receptions, etc. |
| Financial Aid Delivery Authorization Form |
| » Covers Financial Aid that is not directly credited to your student account. |
| Group Travel Notification |
| » List individuals and designate Prime Traveler for group travel. |
| Human Subjects Payment Form |
| » Request Human Subjects (also referred to as research subjects, or subjects) |
| Independent Contractor Checklist |
| » Determine whether an individual or business qualifies as an independent contractor. |
| Index Code Request Form |
| » Set up a New Index Code (full instruction is available in the following document). |
| Index Code Request Instruction |
| » Complete & Print Form. Obtain Signature & Route to Accounting Services. |
| Invoice Removal Request |
| » Request an invoice removal from the Banner Finance System. |
| Journal Voucher |
| » Move funds from one accounting entity to another. |
| Journal Voucher (Excel Format) |
| » Move funds from one accounting entity to another. |
| Journal Voucher Removal Request |
| » Request the removal of a journal voucher from the Banner Finance System. |
| Late Registration Fee Waiver |
| » Waives the fee due to institutional error, public service commitments or unusual circumstances. |
| Limited Solicitation (Use Non-Catalog Products $5-25K Form in GrizMart) |
| » Justify purchasing from a short-list of vendors. |
| New Account Budget (Designated & Auxiliary) |
| » Provide budget info for a New Index Code request. (Combine with Index Code Setup Request). |
| Non-Employee Expense Reimbursement |
| » Not Valid in Excess of $5000. |
| Non Mailer Request |
| » Online submission form required prior to vendor check payments. |
| Office Equipment Maintenance Request Form |
| » Renew office equipment maintenance or photocopier cost-per-copy contract. |
| Participant Support Cost Payment Form |
| » Payment to individuals (cash, housing, travel/meal allowances, other) who take part in a University-sponsored activity. |
| Payroll Redistribution Form - Non-Grant |
| » Redistribute payroll costs from one Non-Grant index code(s) to another Non-Grant index code(s) |
| Petty Cash Charge Summary |
| » Submit petty cash vouchers/associated receipts to replenish departmental petty cash. |
| Petty Cash Fund |
| » Request to establish a departmental petty cash fund. |
| Petty Cash Voucher |
| » Submit petty cash voucher with associated receipt for reimbursement. |
| Photo Copier Removal |
| » Use this form to record the final meter read, who removed the machine, where the machine will be moved to, etc. |
| Procard Recurring Charge |
| » Use this form to authorize recurring procard charges. |
| Procard Request |
| » Obtain a UM Procard including cardholder manual. |
| Procard: Split Payment Request |
| » This form allows proper authorization for people to purchase for another department using the Procard. |
| Products/Equipment over $25,000 (Use Non-Catalog Products over $25K Form in GrizMart) |
| » Use this form to request products or equipment over $25,000. |
| Radioactives |
| » Fulfill legal requirement to properly document purchase of radioactive materials. |
| Report Development & Analysis Requests (RDA) |
| » Initiate creation or adaptation of a report or database for each of the areas of Business Services. |
| Requisition Approval Queue Setup |
| » Apply for authority to approve your department's BANNER Finance requisitions. |
| Sole Source Justification (Use the appropriate form in GrizMart) |
| » Justify purchasing specified item(s) from a specific vendor. |
| Sole Brand Justification (Use the appropriate form in GrizMart) |
| » Justify purchasing a specified brand of product(s). |
| Stipend Request Form |
| » Stipend refer to payment(s) issued to UM students by the University to cover living expenses and is not tied to any service or employment. |
| Surplus Declaration Form |
| » Property asset management form that enables departments to declare surplus inventory. |
| Third Party Contract |
| » Contract for Third Party Tuition Payments |
| Travel Reimbursement for Actual Lodging Costs |
| » Request reimbursement for actual lodging costs. |
| Travel Request & Authorization / Travel Expense Report (RATTER) |
| » Request travel authorization, including trip information, includes Travel Expense Report Worksheet |
| Vendor Request Form (This form is not required for GrizMart. You must attach IRS W-9 Form for new vendor in GrizMart) |
| » Request to add a new vendor or change an existing one. |
| Vendor Request Form Instruction |
| » Guidelines for filling out the Vendor Request Form. |
| W9 |
| » Request for taxpayer ID & instruction. |
Business Services
Emma B. Lommasson Center
Room 236
The University of Montana
Missoula, MT 59812
