• Accounts Payable
• Budget & Financial Analysis
• General Accounting
• Financial Application Access Forms
• Payroll
• Procurement Card Program
• Purchasing
• Sponsored Program Accounting
• Tax Forms
• Travel Forms
• Treasurer's Office

Note:  Fillable PDF forms can be opened with Internet Explorer. If using a different browser (Chrome, Firefox, Edge), please download and save the form before opening.

* Forms that specifically deal with sensitive information are now secured on our website and require a Loyola login (UVID) and password to access.

Accounts Payable Forms:

• Electronic Payment Request Form (FAQ) (Instructions)
• Expense Reimbursement Form * (Instructions) 
• AP Expense Transfer (Instructions)
• Foreign National Independent Contractor Form (Procedures‌)
• Missing Receipt Form (FAQ)
• Personal Purchase Reimbursement Form (Instructions)‌
• Transaction Dispute Form
• Electronic W9/W8 Submission Form (Instructions)
• Workers Classification Review Form (Independent Contractor)‌

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: 

• Asset Tag Form
• University Deposit Slip (Instructions) Itemized Deposit Detail
• Equipment Disposal Form
• Expense Transfer (Instructions)
• Level Reorganization Request Form
• New Accounting Unit Request Form (Instructions)
• Petty Cash Reimbursement * (Instructions)
• Salary Transfer Request Form (Instructions)
• Standard Journal Entry (Instructions)
• Year End Accrual Form (Instructions and Examples)

Financial Application Access Forms:

• System Access Request Form (Instructions)
  For New, Revised, or Additional Access for a Single User
• AU/Level Access Form (Instructions)
  For Single AU or Level Access for Existing Users
• HR/Finance Department Lawson System Access (Finance Use Only)

Payroll Forms:

• Kronos Supervisory Rights Access Form
• Direct Deposit Form
• Manual Timecard (Instructions)
• W-2 Request Form (PDF) (Excel)

Procurement Card Program Forms:

• Procard Application Form
• PNC Cardholder Agreement
• ProCard Monthly Reconciliation & Approval Form
• Procard Approver Form
• ProCard Approver Agreement
• ProCard Credit Limit Increase Request
• Missing Receipt Form
• Personal Purchase Reimbursement Form (Instructions)
• Transaction Dispute Form (PNC)
• ProCard Expense Transfer Request Form
  
  

Purchasing Forms: 

• Purchasing Requisition (PDF) (Instructions)
  Purchasing no longer accepts faxed or hard copies of the purchase requisition
• Purchasing Checklist and Bid Summary Form (Instructions)
• Loyola Supplier Performance Survey
• Supplier Conflict of Interest and Compliance Certification Form
• Gift Card/Gift Certificate Disbursement Log (Excel)
• Gift Card Purchase Authorization Form (PDF)
• Equipment Screening Certification (PDF)
• Standard Agreement for Consulting Services
  (ITS Consulting Attachment) (Instructions)
• Printing Forms
• Mail Center Forms

Sponsored Program Accounting Forms:

• Advanced Account Authorization Form (Guidelines)
• Appropriation Transfer Request (Instructions)‌
• New AU Request Form - SPA

Tax Forms:

• W-9 Form (Instructions)
• Form W-8BEN (Payments Foreign Individuals) (Instructions)
• Form W-8BEN-E (Payments to Foreign Entities) (Instructions)
• Gift Card/Gift Certificate Disbursement Log (Excel)
• Gift Card Purchase Authorization Form (PDF)
• Foreign National Information Form (Independent Contractor)
• GLACIER Nonresident Alien Tax Compliance To be completed by any new-hire who is not a U.S. Citizen or Legal Permanent Resident.
• GLACIER for Hiring Managers
  
• Workers Classification Review Form (Independent Contractor)‌
• Tax Information Certificate – Student Payments
• Illinois Department of Revenue Form IL-W-4
• IRS Form W-4
  
• Unrelated Business Income questionnaire

Travel Forms:

• Egencia Guest Request Form
• Egencia Arranger Request Form

Treasurer's Office EFT Forms:

• Non-Repetitive Wire Transfer - EFT02B * (Instructions)
• Setup Repetitive Wire Transfer - EFT01 * (Instructions)
• Repetitive ACH/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)
• New Bank & Investment Account Setup Form (Treasurer and General Accounting use only)