This website provides the University community with electronic forms and instructions to process financial transactions at Loyola. The forms are designed for on-line preparation and local approval using email.

Formatta Filler is required to be installed on your desktop before opening a Formatta form. Click on the following link for instructions on how to install Formatta Filler. If you have installed Formatta but still cannot open the forms please click here.

  Select the form and/or instructions from the menu below.

   Accounts Payable Forms:

• Check Requisition (Instructions)
• Expense Reimbursement (Instructions)
• Expense Transfer  (Instructions)
• AP Expense Transfer
• Foreign National Independent Contractor Form (Instructions)
• Independent Contractor Review
• Procurement Card Application Form
• Procurement Card Monthly Reconciliation Form  
• Reimbursement Due the University for Travel, Entertainment and Other Expenses Form
• Signature Card
• Transaction Dispute Form
• Vendor Approval Form (Instructions)
• W9 Tax Identification Form (Instructions)

   Budget & Financial Analysis Forms:

• Temporary Budget Transfer - BA (Instructions)
• Permanent Budget Transfer - BF (Instructions)
• Capital Budget Amendment/Modification (Instructions)
• Capital Budget Detailed Request (Instructions)
• Capital Budget Initial Request (Instructions)

   General Accounting Forms: 

• Cash/Check/Credit Card Deposit Form (Instructions)
• Equipment Disposal Form
• Expense Transfer  (Instructions)
• Level Reorganization Request Form
• New Accounting Unit Request Form
• Petty Cash Reimbursement (Instructions)
• Standard Journal Entry (Instructions)

   Lawson Forms:

• Lawson System Access Request Form
• Finance Department Lawson System Access (Finance Use Only)

   Payroll Forms:

• Direct Deposit Form (PDF)
• Vacation Advance (Instructions)
  

• Purchase Requisition (Purchasing no longer accepts faxed or hard copies of the purchase requisition)

• Printing Forms

• Mail Center Forms

   Sponsored Program Accounting Forms:

• Advanced Account Expenditure Authorization (Guidelines)
• Appropriation Transfer Request (Instructions)  

   Treasurer's Office Forms:

• Contract Routing Form (Instructions)

EFT Forms

• Non-Repetitive Wire Transfer - EFT02B (Instructions) Form W-8BEN
• Setup Repetitive Wire Transfer - EFT01 (Instructions) Form W-8BEN
• Repetitive Wire Transfer - EFT02A (Instructions)
• LUC Bank Account to LUC Bank Account Authorization - LUtoLU.1 (Instructions)
• LUC Bank Account to LUC Bank Account Requisition - LUtoLU.2 (Instructions)
• EFT Database Requisition - EFT03B (Instructions)
• EFT Database Authorization - EFT03 (Instructions

* Effective immediately, due to security and privacy issues, the current vendor file is no longer available. For Questions or assistance, please contact Brian Slavinskas at extension 5-8748 or Patrick King at extension 5-8753 *

For any technical issues with the forms on this page please contact Financial Systems, financialsystems@luc.edu or ext. 5-8725.