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UAB Financial Affairs
University of Alabama at Birmingham
701 20th Street South
921 Administration Building
Birmingham, AL 35294
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Forms   /  Forms

Forms are updated routinely and departments should NOT bookmark or print a specific version.

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Form Name Category Department This Form Is Used For Format
2013 W2 Balancing Worksheet - Payroll MSEXCEL
Accountable Equipment Officer and Authorized Signors - Equipment This form is used to designate the departmental contact for equipment inventories and also to identify other personnel authorized to transfer or dispose of the department's equipment. PDF
Addendum to Agreement for Clinical Affiliation - University Contracts
Affiliation for Clinical Education - University Contracts
Affiliation for Preceptorship Education - University Contracts This form is used for establishing affiliation agreeements for preceptorship education.
Airline Ticket Request - Expenditure Review Services This document provides detailed instructions on creating an Airline Ticket PO Requisition for tickets issued by ADTRAV.
Alabama Employee's Withholding Form: A-4 - Payroll form is used by employees to adjust their state tax withholdings. Please complete the form and fax to Payroll Services (205) 975-7417.
Alys Stephens Center Contract Routing Form - University Contracts This form is used as the cover sheet for contracts between the Alys Stephens Center and external parties.
Amendment to Fully Executed Agreement - University Contracts This form is used to alter a fully executed agreement between UAB and an external party.
At Risk/Pending Account Request - Grants This form is used to request an "At Risk" or "Pending" account for sponsored activity where the legal agreement has not been finalized PDF
Bar Code Forms - Financial Affairs
Budget Modification - Budget Used when adjusting budgeted revenue and/or expense in a budgeted account; also to be used when actual dollars/funds are being transferred to or from a budgeted account, and a budget adjustment regarding such transfer is necessary VND.OPENXMLFORMATS-OFFICEDOCUMENT.SPREADSHEETML.SHEET
Business Associate Agreement - University Contracts
Car/Van Rental Form - University Contracts This form is used to seek approval for a direct bill agreement for vehicle rental.
Cash Receipt-American Express - Accounting To prepare Departmental Deposits of processed American Express transactions remitted to either General Accounting or the Cashier's Office VND.OPENXMLFORMATS-OFFICEDOCUMENT.SPREADSHEETML.SHEET
Cash Receipt-Cash - Accounting To prepare Departmental Deposits of cash remitted to either General Accounting or the Cashier's Office VND.OPENXMLFORMATS-OFFICEDOCUMENT.SPREADSHEETML.SHEET
Cash Receipt-Checks - Accounting To prepare Departmental Deposits of checks remitted to either General Accounting or the Cashier's Office VND.OPENXMLFORMATS-OFFICEDOCUMENT.SPREADSHEETML.SHEET
Cash Receipt-Visa, Mastercard, Discover - Accounting To prepare Departmental Deposits of processed Discover transactions remitted to either General Accounting or the Cashier's Office VND.OPENXMLFORMATS-OFFICEDOCUMENT.SPREADSHEETML.SHEET
Certificate of Screening - Accounting Certifcation there is not equipment already located on campus that can be used for the grant or contract award PDF
Cost Sharing Commitment Form - Grants Used to document cost sharing commitments
Cost Transfer Form - Accounting To request transfer of expenditures between accounts in accordance with the cost transfer policy PDF
Effort Report Policy ACT Checklist - Payroll ACT documents with a retroactive effective date prior to the effort report rolling date or submitted on employees with delinquent Effort Reports require Payroll Services to flag the conversation on the document prior to the Submit. The flag is to assist in complying with the Effort Report Policy and review for new charges to reportable A21 accounts. Please complete the form below and fax to Payroll Services (205)975-7417. PDF
Equipment Purchase Information - Equipment Required for capital equipment purchases and used to indicate contact, affiliation, location, and other pertinent information about the equipment PDF
Escrow Calculation Form - Payroll Assisting 9-mo employees in calculating escrow amounts MSEXCEL
Event Pre-Approval Form - Accounting Used to request approval for Events PDF
Excess Insurance Worksheet - Payroll MSEXCEL
Federal Employee Withholding Allowance Form: W-4 - Payroll Used by employees to adjust their federal withholdings. This form is completed via the Adminsystem Self Service. For instructions please go to: http://tinyurl.com/4xf6pu
Federal Perkins Loan Request for Cancellation - Student Borrower must complete to apply for postponement and/or cancellation of Federal Perkins Loan
Foreign Travel Approval Form - Expenditure Review Services This form is used to request approval for business travel in a foreign country.
Grant Related Income Balance Carry Forward Request - Grants Submitted to request carry forward of Grant Related Income balance PDF
Grant Transfer of Petty Cash Fund - Grants Used to request transfer of petty cash fund to new grant PDF
Grants and Contracts Accounting Receipt Form - Grants To prepare Departmental Deposits of funds remitted to Grants Accounting PDF
Group/Travel Advance Agreement - General For Student Group/Team Travel Advance Only MSWORD
Guest Travel Template - Expenditure Review Services This form should be provided to all UAB guests (speakers, volunteers and recruits) to capture travel related expenses PDF
Hardship Form - Student Borrower must complete to apply for hardship deferment
Health System Contract Routing Form - University Contracts This form is used to route hospital and health system contracts for signature.
Hospital Advance PO Request - Purchasing Services This form is used to request an Emergency Advance Purchase Order for Hospital. PDF
Hotel PO Guest Form - Expenditure Review Services This form is required to request a PO for Birmingham based hotels for volunteers, recruits, or guest speakers. PDF
Huntsville Contract Routing Form - University Contracts This form is used to route Huntsville contracts for signature
Incentive Form For Research Subjects - Grants Used to request acquisition of incentives for Research Subjects of a Sponsored Project PDF
Indirect Cost Revenue Redistribution Agreement - Grants This form is used to redistribute indirect cost revenue among departments
International Student/Scholarship/Payroll form - Payroll Athletic Scholar Appointments PDF
IPOD, PDA, IPAD Wireless Service Request for Approval Form - Expenditure Review Services This form is used to request wireless devices that require data capable service plans that are not provided by UAB Telecommunications. All other devices should be requested by contacting UAB Telecommunications directly. PDF
IRS Determination Letter - Tax Letter from Internal Revenue Service regarding tax exempt determination related to UAB PDF
Loan Cancellation Request Form - Student This form is used by students wishing to cancel any portion of a current disbursement of their Federal Subsidized Student Loan, Federal Unsubsidized Student Loan, Federal PLUS Loan, Federal Perkins Loan or other loans. PDF
Loan Forbearance - Student This form is used by students to request a loan forbearance PDF
LPO Authorization Form - Purchasing Services This form is used to obtain approval for the use of Limited Purchase Orders PDF
LPO Pick Up Form - Expenditure Review Services This form is used to identify departmental personnel authorized to pick up Limited Purchase Orders. PDF
Moving Estimate Form - Procurement Contracts This form is used to request an estimate for moving. PDF
New Account Request - Accounting To request Oracle GL and GA Grant Related Income Accounts MSWORD
New Supplier Request Form - Procurement Contracts
New Supplier Spreadsheet - Procurement Contracts
Object Code Request Form - Accounting To request a change to the Oracle Object Code Listing MSWORD
Oracle Recurring Payment Request Form Accounts Payable To request recurring payments MSWORD
ORC Review Request - Cost Analysis This form is used to make changes in % effort through the UAB Office of Research Compliance. PDF
Org Change Checklist - Accounting This form is used to assist departments with changes in org structure PDF
Org Code Request Form - Accounting To request a change to the Oracle Org Listing PDF
Out of State Advantage Direct Deposit Change Form - Payroll Payroll direct deposit is required for all UAB employees including those working outside the state of Alabama. Out of state employees are required to complete an Advantage Payroll Services Direct Deposit Form. PDF
Out of State User Work Location Checklist - Payroll ACT documents with the proposed work location of Out of State, we have added a pre-submit process to ACT requiring this form to be completed. The purpose of this information is to determine the correct tax reporting. Please complete the form and fax to Payroll Services (205) 975-7417. PDF
Out of USA User Work Location Checklist - Payroll ACT documents with the proposed work location of Out of USA, we have added a pre-submit process to ACT requiring this form to be completed. The purpose of this information is to determine the correct taxation, tax reporting, and composite fringe rates for these employees/trainees. Please complete the form and fax to Payroll Services (205) 975-7417. PDF
Payment Action Form - Accounting PDF
Payment Requests and Object Code Edits - Expenditure Review Services This provides a listing of allowable and unallowable object codes by payment request type. VND.OPENXMLFORMATS-OFFICEDOCUMENT.SPREADSHEETML.SHEET
Payment Requests Supplement Forms - Accounts Payable
Personal Services Form (Revised Nov 2013) - Tax Used to apply for an individual or employee to be paid as an Independent Contractor per UAB's Personal Services Policy PDF
Petty Cash and Change Fund Agreement - Accounting Required to be completed upon establishment of petty cash funds PDF
Petty Cash and Change Fund Agreement Change of Custodian - Accounting To be completed and submitted to request a change of Petty Cash Custodian PDF
Petty Cash Fund Request - Accounting Used to request establishment of petty cash funds PDF
Petty Cash Reconciliation - Accounting Reconciliation form to be completed and submitted quarterly to General or Grant Accounting PDF
Petty Cash Termination - Accounting Used to terminate petty cash fund PDF
Rebudgeting Request - Grants To request rebudgeting of sponsored award
Request to Create/Reclassify Position Strings - Faculty - Budget PDF
Request to Create/Reclssify Position Strings - Non-Faculty (Staff) - Budget PDF
Residual Closeout Request - Grants To request closeout of fixed price account to residual account PDF
Routing Forms - University Contracts The appropriate routing form should be submitted as the cover sheet to any agreement processed through University Contracts.
Sample LPO Form - Expenditure Review Services Limited Purchase Order forms may be picked up in Accounting Services (AB 620). PDF
Sample PO - Expenditure Review Services Sample Purchase Order PDF
School of Dentistry Contract Routing Form - University Contracts This form is used by the School of Dentisty for contracts with external parties.
Service Center Equipment Depreciation Waiver - Accounting To request a waiver of depreciation of service center affiliated equipment. PDF
Service Center Equipment Reserve Request for Transfer - Accounting To be used to request a transfer of funds from a service center equipment reserve. PDF
Service Center Interface Privileges - Accounting Used to request Service Center Interface Privileges in accordance with the Oracle Service Center Interface procedures. MSWORD
Service Center New Account Request Form - Accounting To request a new Service Center account. MSWORD
Severance Pay Tax Exemption Qualification - Payroll Lump Sum Severance Payments PDF
Social Security Form SSA-131 - Payroll Employer reporting to the Social Security Administration special wage payments made to an employee for a prior year. PDF
Sole Source Justification Form - Procurement Contracts This form is used to provide a clinical or technical justification of sole source. PDF
State Nursing Scholarship Request for Cancellation - Student Borrower must complete to apply for cancellation of State Nursing Scholarship PDF
Stop Payment Request Form - Payroll Stop payment on check issued through Payroll Services PDF
Student Affairs Contract Routing Form - University Contracts This form is used for contracts between Student Affairs and external parties.
Student Loan Forbearance - Student Borrower must complete to apply for repayment forbearance.
Sub Recipient Invoice Certificate -Sub Recipient Personnel - Grants Included with invoices submitted for sub recipient payment, per Sub-Recipient Agreements Policy (UAB) PDF
Sub Recipient Invoice Certificate -UAB Personnel - Grants Included with invoices submitted for sub recipient payment, per Sub-Recipient Agreements Policy (Non-UAB) PDF
Tax Exemption Certificate - Tax This form may be sent to any outside party seeking validation of our tax exempt status PDF
Temporarily Alter Salaried Employee Pay - Payroll PDF
Trainee Determination Checklist - Payroll Used to determine if a non-US citizen will apply for an individual tax identification number (ITIN) or social security number (SSN) PDF
UAB Trainee Fact Sheet - Payroll UAB Trainee Appointments PDF
University Advance PO Form - Purchasing Services This form is used to request an Emergency Advance Purchase Order. PDF
University Routing Form - University Contracts This form is used to route University contracts for signature.
Vehicle Purchase Approval Form - Business Services This form is required to purchase a vehicle for UAB business.
Vendor Application Form - Procurement Contracts This form is used by vendors seeking to become a valid supplier for UAB PDF
Visa Participant Debit Card Log - Accounting The log should be submitted when cards are ordered to track the card issuance PDF
Visa Participant Incentive Debit Card Approval - Accounting This form is submitted with each order; this form also indicates the quantity and denomination of amount of cards needed PDF
Visa Participant Incentive Debit Card User Application - Accounting This form is submitted with each order, and also used to track any changes. PDF
W-9 Form - Blank - Expenditure Review Services This form is required to set up US-based individuals or companies as a supplier in Oracle.
W-9 Form for UAB - Tax Signed W-9 with UAB Tax ID. The address is 701 20th Street South, AB 280, Birmingham, AL 35294. However, the address line is blank to allow departments to direct their vendor correspondence to an alternate valid UAB address. PDF
W8-BEN - Expenditure Review Services This form is required to set up non-US individuals as suppliers in Oracle
Work Study Request Form - Payroll PDF
Work-Study Placement Form - Payroll PDF
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