Forms

Forms used to create new (Driver Worktags) in Workday - effective 9/1/2017.

Unrestricted programs are used to record transactions that are part of the general fund. Designated programs are used to record revenues received from conferences, patient care, etc., and to track their corresponding expenses.  Spendable Gift are used to record revenues received from donors, sponsoring agencies, etc., and their corresponding expenses that conform to specific restrictions as agreed to regarding the use of the funds.  Project accounts are set up for construction, renovations, real estate acquisitions,  or reserves for future programs. Contact Brenda Banks at (305) 284-6298 for Endowment accounts. Contact Rita Castaneda at (305) 284-4063 to request Grant accounts.

• Programs or Spendable Gifts  

Changes to Driver Worktag Status (inactivate driver worktag)        

Please e-mail request to dsalzburg@miami.edu (NOTE THAT no further transactions are allowed with the one exception of when there is a valid purchase order (encumbrance)) already in the account. (no further activity permitted).  

Request to Move Driver Worktag from one Cost Center to another    Please submit your request via e-mail to help@miami.edu.

OnBase Access Request Form

• OnBase Access Form

Cancel or Stop Payment on UM issued checks These forms are used to cancel a UM issued check, place stop payments and /or replace a UM issued check. See our General Accounting FAQ on Stop Payment and Replacement Checks.  

• Request to Void a Check 
• Request to Place a Stop Payment and/or Replace Check Issued 

Wire Transfers - International Drafts                                   

Please contact: Guiselle Guerrero at (305) 284-6789 in Treasury Operations for further instructions on Wire Transfers.

EFT Wire - Via Workday

For Cash Management Department.

• EFT Wire Form Via Workday

W-9 Fill-In Form Please note that after the form is filled in, it must be printed and sent to Karen Bonner in the Controller’s Office for University signature at the following: kbonner@miami.edu or 150 Gables One Tower, Coral Gables campus, locator 2912.
Use the clinical department UMDC tax identification number for clinical billing purposes. Use the University tax id number for all other business. Not sure of the tax identification number? Send to Karen and she will complete. 

• W-9 fill in form 

Sponsored Programs  -  Please, go to Office of Research website for all Sponsored Programs forms. 

• Fabrication of Equipment (see policy B041)
• Notification of Equipment Moved Off Campus (see policy B045)
• Sale, Disposition of UM Surplus or Excess Equipment (see policy B047)
• Notification of Equipment Deletion - Lost, Theft, etc.  (see policy B049)
• Non Availability of Equipment Form

• Travel Advance Request Form