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Forms

Student Study Session on the Lawn
getacro.gif (1090 bytes) Important: Many of the following forms are in Adobe portable document format (PDF).

BAO Form Template

Note:

All BAO forms include a last revised date.  All changes are announced on BAONEWS and using other media as appropriate.  Please use the latest version of BAO forms.

Forms
BANNER Forms
BANNER Access Form >  Instructions
FIS/HRIS User Profile
BANNER Data Warehouse Access Form
UO ID Request for Non-Employees

All BANNER HRIS Forms

All BANNER FIS Forms

 
Cashiering Forms
UO Sample Pre-Numbered Receipt Form (See Cashiers for receipt books)
UO Report of Gift
UO Request for Petty Cash Advance
UO Disbursement Request
   UO Suggested Petty Cash Reconciliation
Data Capture Deposit Transmittal
Wire Transfer Information
International Wire Transfer Information
Check Endorsement Stamp
Cash Disbursement Exception Request

 

 
Document Imaging Forms
Singularity Access Form
Imaging System User Profile
 
 
eCommerce Forms
New Credit Card Activity Request
OST Third Party Payment Processor Pre-Qualification

Millrace Access Form

QuikPAY Access Form

Virtual Merchant Access Form

 
Employee Forms
I-9  (Instructions on form)
W-4 (Instructions on form)
SEF Student Employment Form  Instructions
Direct Deposit Authorization (attach void check)
Lost Check Form
Request for Duplicate W-2 / 1042-S
Request to Change Mailing Address
Request to U.S. Mail Payroll Checks
Legal Name Change Form
Notification of Preferred First Name
UO ID Number Request Form
Work-Study Time Sheet Signature Authorization Form  (Off-Campus Work-Study Only)
 

International Employees:

W-4 (International Version)  
   
CO-NRA Alien Info Request: Academic example
  Student example
   
IRS 8233 (Employee Tax Treaty Exemption) Instructions 
          IRS 8233 Attachment Letters  
   
 
Financial Management Forms
Source of Funds
Inter-Institutional Journal Voucher
   Service Center Annual Survey Compliance Calculation Worksheet      Instructions 
Service Center Annual Survey
Building Reserve Fund Transfer Request

     Financial Conflict of Interest Disclosure Policy & Forms

 

 
Gift Forms
UO Report of Gift     Instructions
 
International Visitors Forms
International Visitors Declaration Form
IRS W-7 Application for IRS Individual Taxpayer Identification Number (ITIN)
IRS 8233 (Independent Contractor)     Instructions
Income Tax Treaties for Independent Contractors

 

 
Invoice Payments Forms
Foreign Bank Draft
Invoice Voucher Form
Lost Check Statement
Request for Copy of UO Check
Outgoing Wire Transfer
UO Disbursement Request
UO Check Request List
UO Request for Petty Cash Advance
Direct Deposit Authorization (attach void check)
Accounts Payable Activation Request
Cover Sheet (W-8 Forms)
W-8 Forms
Cover Sheet (UO Substitute W-9)
UO Substitute W-9

 

 
Property Control Forms

Property Control Form Instructions

Asset Maintenance Form
Vehicle Loan Agreement
UO Property Disposition Request
Property Receipt Form (UO Equipment loaned to UO Employees)
   Standard Office Property List
   Organized Departmental Storeroom Template
UO Report of Gift Received by Department
 

 
Student Services Forms
Perkins Education Related Deferment Request
Perkins Economic Hardship Deferment Application
Perkins Unemployment Deferment Request
Perkins General Forbearance Request (must do a Student Loan Financial Statement)
Perkins Loan Debt Burden Forbearance Request (must do a Student Loan Financial Statement)
Perkins Loan Statement of Rights and Responsibilities
Student Loan Financial Statement/Proposal 
Student Loan Automatic Payment Authorization Form
Direct Deposit Authorization (attach void check)
Resource Aid Requisition
Student Account Petition

 

 
Resource Aid Forms

Resource Aid Requisition

 
Risk Management/Insurance Forms

Insurance Claim Form
Liability and Volunteer Injury Coverage Form (use this form if you elect to provide volunteer insurance coverage for your volunteer)
Liability Coverage Only Form (use this form if you elect to provide no injury coverage for your volunteer)
Activity Waiver Form
Supervisors Vehicle Incident Report
Request to Use Personal Vehicle and/or Transport Passengers

 
Tax Administration Forms

International Employees:

International Employee Information

OUSCO-NRA Alien Info Request   
Student example Academic example
Tax Treaty Maximum Presence and Earnings:  
Professors, Teachers & Researchers Students
IRS 8233 (Employee Tax Treaty Exemption) InstructionsIRS 8233 Attachment Letters
 

 
Travel Forms

UO Contract Travel Agency Airfare Authorization Form
Supervisor's Vehicle Accident Report 
Request to Use Personal Vehicle and/or Transport Passengers
Direct Deposit Authorization (attach void check)
Disbursement Request
Motor Pool Checkout Card Application
Corporate Card Application
Travel Certification Form

 

 
Surplus Property
Bill of Sale for University Property
UO Property Disposition Request
UO Property Donation Form
UO Surplus Property Sales
UO Surplus Vehicle Sales

 

 

 

 

Updated November 17, 2009