Finance Forms

Request for Access

• Approval Queue – Use this form to add/remove users from approval chains.
• Fund/Org Access – Use this form to request access to a department’s budget. Check your current access by visiting the My Fund/Orgn Access report.

Amendments and Transfers

• Before completing a Budget Transfer, visit this page to see what you may need to know before transferring funds in your budget.
• Budget Adjustment Tool (Apex Form)
• Request for Budget Amendment (updated September 2022)
• External Grants & Awards Request for Budget Amendment (updated March 2023)

Other Finance Related Forms

• FOAPAL Change Request Form
• Incentive Reporting Form
• Missing Receipt Form
• Non Cash Donation Form
• Property & Equipment Transfer, Sale, & Disposal Form
• Receipt of Donation Form
• Request for HR Disbursement vs. Request for Check Form – Visit this page to determine if a Request for HR Disbursement Form or Request for Check Form is needed.
  • Request for Check (search “Non-PO Check Request” in buyLU)
  • Request for HR Disbursement