Division of Business and Finance
Business and Finance Forms
As part of our ongoing efforts to better serve our users, the Division of Business & Finance has incorporated all of its online forms into one convenient Web site. This means that all of the forms you use most often throughout the Division can now be found in exactly the same place.
The online forms have been organized under headers representing all departments within the Division of Business & Finance. Most of the Division's forms are optimized for all platforms and all printers in Adobe Acrobat PDF format.
Accounting
Accounts Payable
- Request for Cash Reimbursement (University Employees) -
PLEASE NOTE: Requests for Cash Reimbursement use Oracle Expense module. - Check Request [Excel]
- Request for Athletic Supply Advance
- Athletic Supply Advance Reconciliation
- Request Payment to Individual or Contractor
- W-9: Request for Taxpayer Identification Number and Certification
Financial Reporting
- Equipment Transaction Form: New Process coming soon
- Organization Code Request
- Report of Lost or Stolen Property
- Request for Non-Sponsored Faculty Project
- Request for Off-Campus Use of Equipment
- Request to Create Project or Update Funding
- Request to Close Project
General Accounting
- Deposit Authorization Form
- Wire Transfer Form: PDF | Excel | Instructions
B&F Reporting & Systems Initiatives
- Request for Access for Banner AR and Student (new Softdocs form coming soon)
- Request for Transact Access
- Request for Door Access Operator
- Request for Web Update: E-mail requests to bfsupport@memphis.edu
Business Continuity & Risk Management
Business Operations
- Authorization To Distribute Literature By Non-Student Organizations (Request For)
- Authorization To Solicit Funds By Non-Resident Organizations (Request For)
Campus Planning & Design
Campus Planning & Design Forms
- Form A - Facilities Improvement Request
- Form B - Project Summary Checklist and Approval to Proceed with Design
- Form C - Project Scope Estimate and Approval to Transfer Funds
- Project Approval and Funding Form
- Request for Information or Design Services
Facilities Development Forms
- Asbestos Abatement Permit
- Confined Spaces Permit
- Contractor Dig Permit
- Crane/Heavy Equipment Permit
- Fire Protection Impairment Permit
- Hot Work Permit
- Mold and Remediation Permit Application
- Traffic Management Permit
Facilities Services
- Employee Termination Checklist
- Hot Work Permit
- Issue Stock Ticket
- Near Miss Report
- Overtime Request Form
- Rental Property Form
- Building Access Request (Keys, Fobs, ID Card)
- Request for Purchase Form
- Work Order Request
Financial Planning
Human Resources: Data Management
- Form Letter for Students without SSNs: Available via International Student Services
- I-9 Certification
- Name Changes: Request for Name Change on Official University Record | Employee Preferred Name Request Form
- Request to Inspect/Copy Public Records (links to Office of Legal Counsel's form)
- Research Incentive Payment Request Form (links to Research & Innovation's form)
- Separation & Clearance Online Form
- University Supplied Housing Information Form
- Wireless Communication Device Allowance Request/Change Form: PDF | Softdocs
Human Resources: Employee Benefits
Educational Assistance Programs
- RIF Tuition Assistance Benefit
- RETIREES ONLY: Staff Scholarship Form
- RETIREES ONLY: Student Fee Discount for Spouse/Child
- Staff Scholarship and/or Fee Waiver (Formerly PC-191) Online System
- Student Fee Discount for Spouse/Child Online System
Insurance
- Insurance Enrollment/Change Form
- Other State of Tennessee Insurance Forms
Leave
- ADA Accommodation Request Form
- ADA Accommodation Health Care Provider Certification Form
- Faculty/Staff Sick Leave Bank Enrollment Form
- FMLA Certification of Health Care Provider for Employee
- FMLA Certification of Health Care Provider for Family Member
- Leave of Absence Request (Non-FMLA)
- Medical Leave Request (FMLA)
- ORP Retiree Sick Leave Donation Agreement
- Paid Parental Leave Request Form
- Paid Parental Leave Replacement Funds Request (to be completed by requesting department, not employee on leave)
- Sick Leave Bank Cancellation Request (Faculty & Staff)
- Sick Leave Bank Request
- Sick Leave Donation Agreement
Savings/Retirement Accounts
- 403(b) Participation Agreement Form
- 403(b) Termination Form
- TCRS Retirement Estimate Request
- Other 401(k) and 457 Forms
Workers' Compensation
Miscellaneous
- 2026 Employee Authorization for Payroll Deduction to Health Savings Account
- Unpaid Compensation Beneficiary Form: All HR related actions and changes in Banner have now been suspended.
Human Resources: Employee Engagement, Learning & Development
- Learning Curve is replaced with Oracle Learn.
Human Resources: Employee Relations & Compliance
- Alternative Work Arrangement Request Form (Telecommuting and/or Flextime)
- Employee Grievance/Complaint Form
- Exit Questionnaire
- Goal Setting Document (for SAMS Staff Performance Appraisals)
- Performance Appraisal
- Performance Improvement Process Notification Form
- Performance Improvement Process Release Form
Human Resources: Faculty Administrative Services
Human Resources: Recruitment & Compensation
- Employee Bonus and Incentives Request
- Employee /Applicant Self-Identification Disclosure Form
- Moving Agreement & Allowance Request
- Out of State Employment Request
- Professional Privilege Tax Form For Full-Time Regular Employees
- Request for Interim Appointment (Faculty & Staff)
- Request for Outside Employment/Consulting for Faculty and Administrative/Professional Staff
- Volunteer Registration Form
- Waiver of Search Form for Faculty/Staff
Human Resources: Service Center
Mail Services
Parking and Transportation Services
- Employee Request for Priority Parking Waiting List
- Faculty/Staff Traffic Appeals Form
- Garage Rental Reservation Form
- Parking Pass Request Form
- Request for Parking in Zach Curlin Garage (Greek Affairs Sunday Chapter Meetings in University Center)
- Special Event Shuttle Reservation
- Visitors Appeal Form
Payroll
- Employee Award Payment Request Form [Excel]
- Faculty/Staff Payroll Deduction Authorization (Alumni)
- W-8BEN: Certificate of Foreign Status of Beneficial Owner for United States Withholdings (Individuals)
- W-8BEN-E: Certificate of Foreign Status of Beneficial Owner for United States Withholdings and Reporting (Entities)
- W-4
Procurement and Contract Services
- Procurement Forms
- Accessibility Conformance and Remediation Form
- Approval to Evaluate Capital Equipment Form
- Bid Specifications Written Certification Form
- Code of Ethics in Procurement and Contracting
- Customer Service Survey
- Evaluator Conflict of Interest/Confidentiality Form
- Example Protest Bond
- Justification for Sole Source
- Minimum General Bid Conditions
- Minority/Ethnicity Form (see Vendor Registration Form below)
- Moving Specifications Sheet
- Purchase Order Terms and Conditions
- Request Payment to Individual or Contractor
- RFP Application Form
- Oracle Vendor Registration
- Third-Party Vendor Data Security & Privacy Review
- Vendor Performance Evaluation
- Vendor Product Accessibility Statement and Documentation
- Vendor Registration Form
- P-Card Forms
- Contract Forms
- Agreement for Personal, Professional, & Consultant Services (To be completed by UofM employees only)
- (U of M) Amendment
- Attestation re: Personnel Used in Contract Performance
- Banking Agreement
- Certificate of Self Insurance
- Clinical Affiliation Agreement
- Contract/Agreement Routing Form
- Contract Monitoring Plan Form
- Dual Services Memorandum of Agreement
- Facility Use Agreement
- Performance Agreement
- ProForma Contract
- (U of M) Revenue Agreement
- Software License Agreement
- Transient Use Agreement
- Fiscal Review Forms
Records Retention
Space Planning
Tiger Copy & Graphics
Travel
- Agreement to Accept the Mastercard Travel Card
- Request for Travel Advance (Faculty/Staff)
- Student/Guest Travel Claim Form
- Travel Card Reimbursement Form (reimbursement for unauthorized charges)
University & Student Business Services (Formerly Bursar)
- Appeal/Request for Review of Fee, Charge, or Refund
- AR Training Attendance Form
- Guest Identification Card Request
- New Fee/Change in Amount of Fee Request
- Report of Cash Shortage/Overage
- Request for Departmental Tuition Assistance
- Request for Invoice
- Request for New Detail Code
- Request for Petty Cash Change
- Request for Transact/Banner Student AR Access
- ROTC Identification Card Request