Forms

Accounting - Capital Assets

Donation Request

Fabricated Equipment Request

Lost or Stolen Form

Off-Campus Equipment Request

Accounting

Asset Write-off Request

Balance Sheet Reconciliation

Budget Adjustment Form

Chartfield Setup - Fund 11, 12, 13, 15 - Budgeted, Educational Related, Auxiliary

Chartfield Setup - Fund 19, 20, 23, 51 - Designated or Gifts

Chartfield Setup - Fund 19 - Hosted Conferences

Chartfield Setup - Fund 35 - Quasi Endowment

Chartfield Setup - Fund 72 - True Endowment

Chartfield Maintenance - Freeze Operating Units

Chartfield Maintenance - Inactivate Operating Units

Inventory Observation Instruction/Procedures

Journal Entry Template

Journal Entry Template Instructions

Journal Entry Example

Moving Info Memo & Authorized Moving Allowance

Budget

Auxiliary Budget Upload 2021

Budget Adjustment Form

Budget Adjustment Form - Instructions

Endowments & Gifts

Chartfield Setup - Fund 19, 20, 23, 51 - Designated or Gifts

Chartfield Setup - Fund 19 - Hosted Conferences

Chartfield Setup - Fund 35 - Quasi Endowment

Chartfield Setup - Fund 72 - True Endowment

Investment Pool On-Line Form

Named Donations Routing Sheet

Payments

AP Prize / Refund Payment

AP Prize / Refund Payment Quick Reference Guide

AP Prize / Refund Payment Template

AP Prize / Refund Payment Template Example

AP Prize / Refund Payment Template Instructions

Campus Card Application

Credit Card Applications/Forms

Lost or Missing Receipt Affidavit

OIT Printing Guide

Stop Payment Request

Vendor Direct Deposit Form

W-8BEN (for non-US individuals)

W-8BEN-E Alternate (non-financial foreign entities)

W-9 (for BYU Customers)

W-9 Form (for BYU's US Vendors, Award & Gift Recipients, Independent Contractors)

W-9 Request Letter

Payroll

Year End W-2 Tax Form

Receivables

Accounts Receivable Write-Off Form

Commercial Credit App

Commercial Credit Report Auth

Petition to Reinstate Class Schedule

Pro-Rated Tuition Exception Form

Student Tax Information

SFS Item Type Request form

TIN Request Form

Void Check Form

Tax

Moving Info Memo & Authorized Moving Allowance

BYU 501(c)(3) Tax Exempt Letter

Family Travel Substantiation

Federal Tax ID Confirmation Letter

Other States Tax Exemptions

Prize or Gift Distribution Documentation Form

University Sales Tax License

Utah State Sales Tax Exemption-Charitable

Utah State Sales Tax Exemption-Resale

W-8BEN (for foreign individuals)

W-8BEN (for foreign entities)

W-8BEN-E Alternate (for Foreign Entities - Alternate)

W-9 (for US Citizens)

W-9 Form (for BYU Customers)

W-9 Request Letter

Year End Tax Forms

Treasury

Agency Account/Sunshine Fund Procedures

Agency Check Register

Transact Access Authorization Form

Transact Storefront Setup Request Form

Transact Checkout Setup Request Form

Transact eMarket Checkout Integration Vendor List

Change Fund Application

Close Agency Account Form

Gift Cards & Research Cash Application

Gift Cards or Cash Distribution Documentation Form

Investment Pool On-Line Form

Petty Cash Application

Petty Cash Reimbursement Form

Request for Check Stock

Request for Online Payments

New Agency Account Request

Cash Controls at BYU