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 advisorClub 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 |
FORM |
SPECIFIC INSTRUCTIONS |
|---|---|
| Authorization for Release of Information (FERPA) |
Instructions |
| Third Party Release Form |
Email to: sfs@uww.edu |
| Enrollment Deposit Refund Request | Online Form |
| Fee Appeal Request Form |
Email to: sfs@uww.edu |
| Title IV Authorization Opt Out |
Email to: sfs@uww.edu |
| Request for Student's Taxpayer Identification Number (W9-S) |
Mail completed form to address on form |
| Terms & Conditions for Enrollment/Credit Agreement Information |
Instructions |
| UW Independent Learning Information and Request Form |
Email to: sfs@uww.edu |
| Credit Offset |
Email to: sfs@uww.edu or Cashiers@uww.edu |
| DOR Certification Appeal Form |
Email to: sfs@uww.edu |
| Termination of Payment Plan Request |
Email to: sfs@uww.edu |
Procurement Forms
| FORM | SPECIFIC INSTRUCTIONS |
|---|---|
| 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. |