• AR Maintenance Worksheet Request (Excel)
• Charge Code Request (Excel)
• Distribution Code Request (Excel)
• Justification to Postpone the Processing of an AR Revenue Reversal (Excel)
• Multiple Customer ID and Contacts Request (Excel)
• New Business Unit and/or Bill Type Request (Excel)
• New Customer ID # or Customer Information Update (Excel)

Fund 100 - General Fund

• Universal Course Scholarship for Non-Degree Students (Excel)

Fund 150 - Income/Expense

• EZ-IE Proposal Form (PDF)
• FY24 Income/Expense Budget Template (Excel)
• FY24 MOU & Rate Certification Template (Word)
• Memorandum of Understanding Template (Word)
• Proposal to Establish a Course or Program Fee (Word)
• Proposal to Establish an Income/Expense Activity (PDF)

Fund 200 - Capital Projects/Reserves/Equipment

• Fund 200 Equipment/Capital Reserve Transfer Form (Excel)

Fund 108 - Reserves

• Request Form for the Use of Fund 108 Balance (Excel)

• Payroll Cost Transfer Form (PDF) (For electronic signature capability download & open the document with Adobe)
• Non-Payroll Cost Transfer Form (PDF)

• Deposit Transmittal Form (Excel)
• A/R Customer Deposit Transmittal Form (Excel)

• Employee vs. Independent Contractor Status Determination Form
• Employee vs. Independent Contractor - Departmental Delegation of Authority Letter (Word)

Accounts Payable

• Check Request Form - Single (Excel)
• Check Request Form - Multiple (Excel)
• International Wire Request (Word) (UVM authentication required)
• Invoice Authorization Form (Word) 
• New Supplier W-9 Form (Word) (UVM authentication required)
  • ​ACH (Automated Clearing House) Supplier Payment Enrollment Form (Word) (UVM authentication required)
• Payment Acknowledgement Form (PDF) (also used for Research Participant compensation) 
• Payment Acknowledgement Form/Substitute W-9 (PDF)
• Research Stipend Determination (PDF)
• Student Prize Certification Form (PDF)
• Student University Business Certification Form (PDF)

Petty Cash 

• Petty Cash Close Out Form (Excel)
• Petty Cash Fund Replenishment in Cash or by Check (Excel)
• Petty Cash Request Form (Excel)

PurCard

• Account Maintenance Request (PDF)
• Cardholder Agreement (PDF)
• New Cardholder Application (PDF)
• Supervisor Responsibility Agreement (PDF)

Travel & Expense Reimbursement

• Expense Reimbursement Form (Excel) (for Disbursement Center full-service customers only)
• Generic Receipt - For Travel Meals (PDF)
• Sample Mileage Log (Excel)
• Sample Travel Log - For International Travel (Excel)
• W8-BEN with Receipt (PDF)
• W8-BEN with Receipt - French (PDF)
• W8-BEN with Receipt - German (PDF)
• W8-BEN with Receipt - Spanish (PDF)

• Additional Pay Form (Excel) (Allowable only when eAPF is not an option.)
• Electronic Additional Pay Form (eAPF) - PeopleSoft HR Manager Self-Service 
• Change Form for Student, Work Study and Temporary Employees - PeopleSoft HR Manager Self-Service
• Direct Deposit Set-up/Management - PeopleSoft HR >Payroll & Tax >Direct Deposit
• Direct Deposit OFAC Compliance Form (PDF)
• Employee Information Form (PDF)
• I-9 printable form (PDF)
• I-9 fillable form
• State of VT W-4 (PDF)
• Federal W-4 - PeopleSoft HR >Payroll & Tax >Tax Withholding
• Personnel Actions Reference Guide
  • Personnel Action (PA) Change Form (PDF); see PA Change Instructions (PDF)
  • Personnel Action (PA) Set-up Form (Excel); see PA Set-up Instructions (PDF)
• Out-of-State Employee Form - PeopleSoft HR >Payroll & Tax Out of State Form
• Overtime Voucher - see Overtime eAPF How-to Guide (PDF)
• Salary Payment Schedule (9- & 10-Month Faculty)* Available for updates May - August only
• Termination Form
• Termination Form for Semi-Monthly Temporary Employees (see Change Form above)
• Tuition Remission Taxability for Graduate Courses (PDF)
• United Academics Membership Form (PDF)

• PeopleSoft Access Request
• PeopleSoft HelpDesk Request (Footprints)

• Insurance Exemption Form (PDF)
• New Supplier W-9 Form (Word) (UVM authentication required)- must be on file for all suppliers paid by UVM
• Quotation Evaluation Form (PDF) - must be completed for all purchases greater than $25,000, but less than $100,000 AND for all Sponsored Projects/Cost Share (GCA01) purchases > $10,000 and up to $25,000
• Services Agreement (Word)
• Services Agreement for Photography/Videography/Web Design (Word)
• Single/Sole Source Justification Form (PDF) - must be completed for all purchases greater than $25,000 when a waiver from the formal solicitation of bids or proposals is requested AND for all Sponsored Projects/Cost Share (GCA01) purchases > $10,000
• Speaker Engagement Letter (Word)
• Virtual Speaker Engagement Letter (Word)
• Vermont Sales Tax Exemption Form (PDF) - exempts UVM from Vermont state sales tax

• Space Request Form (PDF)
• Due to the migration of our integrated workplace management system from FAMIS to PlanOn, departments are not required to submit the FY23 space inventory. More information to follow.

• Business or Tourist Attestation Form (PDF)
• Certificate of Foreign Status (Vendor set-up) (PDF)
• Form_W-9 signed (PDF)
• IRS Form W-8BEN, Certificate of Foreign Status (for individuals) (PDF)
  • Instructions to Form W-8BEN (PDF)
• IRS Form W-8BEN-E, Certificate of Entities status of Beneficial Owner (for entities) (PDF)
  • Instructions to Form W-8BEN-E (PDF)
• International Information Form (PDF)
• UVM Vermont Sales Tax Exemption Form (PDF)

• Application to Become a Merchant (Word)