Finance and Administration Links

Important COVID-19 Resources

• COVID-19 Resources

CAS Training and Forms

• CAS College Recovery Requests
• CAS Department Contact List
• CAS Document Routing for the Dean’s Office
• CAS Internal Funding Request
• CAS Expense Request Form (Entertainment/Group Events/Meals)
• CAS Resources for New Hires
• CAS Specific Trainings

Accounts Payable

• General Information

Procurement Cards

• Procurement Card Information
  • Card Application
  • Cardholder Agreement
  • Department Procurement Card Application
  • Disputed Transaction Form (US Bank)
  • Disputed Transaction Form (Bank of America)
  • Group Travel Procurement Card Application
  • Lost/Stolen/Compromised Notification (US Bank)
  • Procurement Log
  • Spending Limit Change Form
  • Supplemental Receipt Form

Vendors

• Creating A Vendor
  • Business Classification Form
  • Statement of Service Form for Foreign Vendors
  • T-27 Request for Special Payment
  • T-4 Petty Cash Receipts Request
  • Vendor Payment Selection Form
  • W-8BEN Foreign Company/Individual
  • W-9
  • Worker Classification Questionnaire

Other

• Certificate of Exemption
• Other State Tax Exemptions
• T-5 Moving Expense Allowance Request
• T-16 Transfer Voucher
• Vendor Payment Change Request

Budget and Finance

• Ledger Reconciliation
• New Account Forms
• Office of Budget and Finance

Knoxville Campus Forms

• Budget Revision Form (T-15) Interactive / Excel
• Budgetary Data Form (Excel)
• Certified Administrative Professional certification funding request
• Cost Center Form Instructions
• CBO Entertainment Prior Approval Form
• Fee Request Form PDF
• Gift Card/Certificate and Cash Distribution Request Form
• Suites and Luxury Accommodations Prior Approval Request

University of Tennessee System-wide Forms

• Non-Research Contract Forms Contract Processing

Contracts

• Contracts Office
  • B1-WB Honorarium Form
  • Dual Services Agreement
  • Non-Competitive Justification (NCJ) Worksheet for Original e-Form
  • Sales Tax Certificate of Exemption
  • Standard Contract–Accounts Payable
    • Terms and Conditions
    • Amendment to the Standard Contract–Accounts Payable
    • Special Standard Contract – Accounts Payable only for State of Tennessee agencies (including TBR institutions)
  • Standard Contract–Accounts Receivable
    • Amendment to the Standard Contract–Accounts Receivable
  • Tax Information (Controller’s Office)
  • Vendor Number Request Form

Events

• About Campus Event Services
  • Event Scheduling (Ad Astra)
  • Campus Event Training Resources
  • Catering and Direct Bill Restaurant Lists
  • UT Conferences
  • Webcasting Request

HR/Personnel

• Human Resources
  • Authorization of Disclosure Form
  • Authorization for Release of Final Paycheck – Form
  • Background Check Form
  • Conflict of Interest Form
  • Data Services
  • Employee Request for Course Approval and Waiver of Fees
  • English Competency Form
  • E-Verify of I-9
  • Exit Process and Termination
  • Family Medical Leave Request
  • I-9 Form
  • Initial Hire/Rehire of Employee Form and Instructions
  • Non-Resident Alien Payments
  • Personal Data Form
  • Request for Student Fee Discount for Spouse or Dependent Child
  • SACS Form (Graduate Teaching Associate Only)
  • Student Hire Form – Initial Hire Only (UT Student Assistants Only)
  • W-4

Payroll

• Payroll Information
  • Bi-Weekly Timesheet
  • Monthly Timesheet
  • Payroll Deadlines
  • Employee Holdback Form
  • Foreign National/Independent Contractor/Guest Traveler Payment Form
  • Job Related Tuition Waiver Form
  • Statement of Services
  • UT 2020 Health Savings Account Deduction Form
  • UT 2019 Health Savings Account Deduction Form

Policies

• UT Policies

Scholarship

• Academic Works (BAM) – Online scholarship processing
• Academic Works Training Guides
• Scholarship Authorization Form (page 1)
• Scholarship Authorization Form (page 2, if needed)

Sponsored Programs

• Who does what?
• Budget Preparation Information
• OSP Training Presentations
• Proposal Budget Workbook, GL Budget Worksheet, and Staff Benefit Rate Calculator
• Advance Account Request
• Knoxville F&A Agreement
• Award Action Form
• Proposal Guides
• Institutional Information for Sponsored Programs
• Uniform Guidance
• Award Information
• IRB at UTK

Travel

• Travel Information
  • T-3 Travel Expense Worksheet
  • T-6 Travel Expense Report (Non-IRIS)
  • T-18 Travel Request Worksheet
  • T-24 Guest Traveler Worksheet
  • T-25 Application for Direct Bill of Airfare
  • T-30 Conference and Seminar Registration Prepayment Form
  • T-40 Travel Package Itemization
  • T-41 Request for Travel Advance

Treasurer’s Office

• UT System Treasurer
  • Treasurer Forms

Miscellaneous

• Facilities Services – Service Request
• Faculty Leave Forms
• Gift Card Policy
• Gift Card Request
• Key Request
• Lost Key Request
• Promotion & Tenure Forms
• T-15 Budget Revision Form – Interactive
• Tuition Information
• University Printing – Placing an order

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