Financial Services
UW-Whitewater Financial Services staff directory

Forms


General Forms

FORM SPECIFIC INSTRUCTIONS
Compliance Form None
Computer Access Request and Authorization None
Corporate Charge Card Application/Information None
Employee Confidentiality Agreement None
Food Expense Checklist None
Payment to Individuals (PIR)
Prizes, Awards, & Gifts Included On Form
Prize Tax Acknowledgement Included on Form
Request for Approval for UW Off Campus Event None

Accounting Forms

 FORM SPECIFIC INSTRUCTIONS
Change Fund Request Included on Form
Deposit Form This form is included on the Cashier’s Office forms tab
Employee Reimbursement Form
Expense Correction - Salary Contact Payroll Office
General Asset Disposal Form Included on Form
Moving Expense Reimbursement Create Change of Status request for new employee to reimburse.
Non-Employee E-Reimbursement Setup Form Included on Form
Property Location Change Form None
UWW Invoice Create invoice in Workday
Work Study/Student Help  Create costing allocation is Workday

FORM

SPECIFIC INSTRUCTIONS

Workday Cash Sales Form
None
Workday Sales Tax Calculation Form
None
Scholarship Notice Form
Mail completed form and scholarship check to: PO Box 88 Whitewater WI 53190
Lost Check Affidavit
Mail completed form to: PO Box 88 Whitewater WI 53190

Student Faculty Deposit Form

None
Student Faculty Check Request Form
Form needs to be signed by two officers or an officer and an advisor
Club sports always needs to be signed by the advisor
Student Faculty Application & Advisor Form
None
Student Faculty Survey Request Form
None
Student Faculty Officer Signature Authorization Form 
Submitting this form supercede's any previous forms submitted
Loan Adjustment Request Form
None
Request for Change Fund
Bring completed form to the Cashier's office

Procurement Forms

 FORM SPECIFIC INSTRUCTIONS

Apply for a Purchasing Card

Follow instructions on the Request a Purchasing Card job aid.
Non-Competitive Purchase Form - Sole Source Order(s) between $5,000 and $25,000. Attach signed form to non-catalog purchase requisition.
Printing Services Complete UWW Printing Services Form.
Create Requisition for Catalog Order-Employee Demonstrates the steps to purchase goods from a catalog in Workday.
Create a Requisition for Non-Catalog Order Demonstrates the steps for creating a requisition to purchase goods or services not available from a catalog in Workday. Must be used for purchases over $5,000 or for those requiring contract signature. Contact Procurement with questions.
Purchases Under $5000 Provides policy information for best judgement purchases.
Request a Shared Liability Card (formerly known as a Corporate Travel Card) Follow the job aid steps for requesting a shared liability card.
Simplified Bid Record Order(s) Between $5,000 and $50,000. MUST have minimum of three (3) bids, copies of emails sent to suppliers attached to Purchase Order Requisition
W-9 Form (Rev March 2024) Suppliers must provide a completed W-9 form as part of their supplier registration process. Follow the steps in the Entering a New Supplier Request. 
Workday Job Aids Search the job aid library to find step-by-step instructions for common Workday tasks.
Workday Training Provides resources for Workday training in various formats.