Forms & Trainings \ 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 Treasury Operations at (305) 284-6789 for further instructions on Wire Transfers.

EFT Wire - Via Workday

For Cash Management Department.

• EFT Wire Form Via Workday

EFT Wire - Via Non Workday

For Cash Management Department.

• EFT Wire Form Non Workday

W-9 Fill-In Form Use the University tax id number for all business purposes apart from the Clinical third-party billings.

For the clinical department UMDC tax identification number for clinical billing purposes, please contact the Controller's office controllers@miami.edu.

• W-9 fill in form 

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

• Equipment Fabricated or Built by a Department/Unit (see PolicyStat ID 5745940)
• Off Campus Use of University Owned Equipment (see PolicyStat ID 5745855)
• Sale, Disposition of Equipment (see PolicyStat ID 6005503)
• Deletion of Equipment from University Assets due to Loss, Theft, Casualty, Trade-in, Beyond Repair, or Other (see PolicyStat ID 6579684)
• Accounting for Federal Government Owned Equipment (Non Availability) for purchases via Federal & State grants (see PolicyStat ID 6579640)
• Equiment Donations & Transfers to Other Institutions (see PolicyStat ID 6014341)

• Travel Advance Request Form