askus icon

Handbook of Business Procedures

Business Forms

Forms listed with "*" are interactive PDF documents. You can enter the required information directly on to the form and then print it. You will need the full version of Adobe Acrobat to save the entered information.

*   A   B   C   D   E   F   G   H   I   J   K   L   M   N   O   P   Q   R   S   T   U   V   W   X   Y   Z

A | Top of page

Accounts Payable Forms

  • Official Occasion Expense Form*
    This version of the Official Occasion Expense Form is optional, but the form includes all data necessary to process a reimbursement request for an official occasion or entertainment expenses.  Departments may use a form of their own design as long as it includes the same information as the Office of Accounting Official Occasion Expense form. 
  • Manual IDT Form*
    Departments should use this form when none of the existing VT5 or VT6 formats apply and when a new VT5 or VT6 format is not warranted. This form should be used infrequently. Forward the completed Manual IDT form to Payment Information at mail code K5300 along with any necessary supporting documentation.
  • Payee Information Form (PIF)*
    See Purchasing Forms.

C | Top of page

Cash Advance Forms

Study Participants

Travel

D| Top of page

E | Top of page

Electronic Funds Transfer (EFT) Authorization Forms

I | Top of page

Imprest Fund Management Forms
Contains information related to handling Imprest Funds including reconciliation and petty cash handling. See also the associated

  • Form AC217-1*
    Use this form to fill out the Cash Imprest Fund Disbursement Log for the purpose of maintaining a permanent record of incoming reimbursement checks.
  • Form AC217-2*
    Use this form to fill out the Receipt Itemization for the Imprest Fund Reimbursement Voucher which have multiple receipts.
  • Form AC217-3*
    Use this form to fill out the Cash Imprest Fund Reconciliation Sheet which is used to maintain documentation of the total amount of the fund.
  • Form AC217-4*
    Use this form to fill out the Imprest Fund Bank Account Reconciliation which should be reconciled monthly between the bank account and the fund.
  • Form AC217-5*
    Use this form to fill out the Changes to Petty Cash Funds for changes in custodians, location of the fund, etc and signed by responsible person.

Independent Contractor Forms
Use these forms to authorize payment for professional services.

Insurance Forms

Inventory Forms, University of Texas at Austin

Inventory Forms, U.S. Government

L | Top of page

Loan Forms

Loan Forms, Nursing Faculty Loan Program

Loan Forms, Perkins

N | Top of page

New Account Request Forms
To have a new account or budget group created.

Notary Forms

P | Top of page

Payroll Forms

Petty Cash Forms - See Imprest Fund Management Forms

Purchasing Forms

R | Top of page

Records Management Forms

Refund Forms

S | Top of page

Scholarship/Fellowship Forms

  • Payee Information Form (PIF)*
    The FRMS Scholarship/Fellowship system displays a message to the document creator when a PIF is required for the recipient. The department must then complete a PIF on behalf of the recipient to verify the recipient's taxpayer number, address, and nationality. Send the PIF to vid@austin.utexas.edu in the Admin Services Section of the Office of Accounting.
  • Scholarship/Fellowship Award Documents
    These documents are prepared electronically in the FRMS Scholarship/Fellowship System for payments of scholarship/fellowship awards.
  • W-8BEN Form
    A foreign student is subject to a 14 percent withholding tax unless a completed W-8BEN Form is on file with the Scholarship Section of the Office of Accounting. This form is generated by GLACIER Tax Prep, which is administered for all University of Texas at Austin international students by the International Office. This form is good for three years

Signature Desk Request Forms

T | Top of page

Tax Forms

Travel Forms

TXShop Forms

V | Top of page

Vehicle Forms

W | Top of page

Wire Transfers

* Note: PDFs are best viewed with Adobe Acrobat Reader 6.0 or later. Earlier versions may result in incomplete rendering of information. A free update of Adobe Acrobat Reader may be obtained from Adobe.

** Note: This document requires that you be able to view Excel documents. A free Excel viewer may be obtained from Microsoft.