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Financial forms

Master Card Reimbursement / Expense Reports: Reports used to claim expenses

Banner Finance Account Request: Used to request the creation, modification, reactivation or deactivation of an account in Banner

Banner Finance ORG Request: Used to request the creation or modification on an ORG in Banner

Banner Finance Fund Request: Used to request the creation or modification of a fund in Banner

Banner Finance Access Request: Used to request Banner access/withdraw of Funds and Organizations

Banner Finance Detail Code Request: Used to request the creation or modification of a Detail Code

Billing Request Form: Used to have AR create an invoice

Budget Adjustment Form: Utilized to request a transfer of budget dollars

Cheque Requisition Form: This form is to be used if a formal invoice was not received. Some examples include: conferences, seminar and course registration fees, honorariums, payroll related items, subscriptions and membership fees. It should not be used for any regular recurring expense.

UOIT Delegation of Signing Authority: 

 MasterCard Application Form:

MasterCard Increase Form:

Journal Entry Form: utilized to request a transfer of actual charges incurred

PST Exemption Certificate: utilized to claim exemption from Provincial Sales Tax on research equipment

Petty Cash

Wire Transfer request form:

New Contract Control Form: This form is to be used when executing a new contractual agreement with suppliers. Please ensure that the Contract Control Form has been signed by the appropriate individuals on the form before sending the contract for final formal senior level execution.

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