Loyola University Chicago

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.

The Check Requisition has been revised. Click here to read the announcement.

  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
• Independent Contractor Review
• Procurement Card Application Form
• Reimbursement Due the University for Travel, Entertainment and Other Expenses Form
• Vendor Approval Form (Instructions)
• W9 Tax Identification Form (Instructions)

 Business Services Forms:

• Purchase Requisition
• Printing Forms
• Mail Center Forms

Budget & Financial Analysis Forms:

• Budget Transfer (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)
• Petty Cash Reimbursement (Instructions)
• New Accounting Unit Request Form (PDF)
• Proposed New Program or Academic Initiative (Instructions)
• Standard Journal Entry (Instructions)

Lawson Forms:

• Lawson System Access Request Form  **Revised 2/13/08**
• Finance Department System Access (Finance Use Only)

Payroll Forms:

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

Sponsored Program Accounting Forms:

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

Treasurer's Office Forms:  

• Contract Routing Form (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.