... Forms

Benefits

• Insurance Forms
• Optional Retirement Program
• Tax Sheltered Annuity
• Sick Leave Pool
• Teacher Retirement System (TRS)
• Prior State Service Verification

Note: For Evidence of Insurability Forms, please click the Insurance Forms link above or click on the following forms listed below:

• Certificate of Group Health Plan Coverage
• Fort Dearborn Life Insurance EOI Form
• Hartford STD and LTD EOI Form
• UT Select EOI Form

Capital Assets Mangement

• Inventory Sign-Off Form (for department to confirm current fiscal year inventory)
• Physical Inventory Verification Form(for department to verify equipment not scanned during inventory)
• Missing, Damaged or Stolen Property Report Form (state form-for department to report missing or stolen property)
• Temporary Removal of Equipment Form (for approval of temporary removal of equipment from UTHSCH campus)
• External Equipment Transfer Form (for PI's to get approval to transfer equipment to another institution)
• Surplus Transfer of Equipment Form (for department to indicate surplus assets to be transferred to the warehouse)
• Interdepartmental Transfer of Equipment Form (for department to department transfers, NOT to surplus. This form should be filled in and saved on a desktop or other file before being sent to CAM.)

Expense Reimbursement

• 20-Factor Common Law Test for Classifying an Individual as an Employee or Consultant
• Authorization Agreement for Direct Deposit of Reimbursement
• Cancel FMS check request form
• Treasury Management Cancel check request form
• Texas Hotel Occupancy Tax Exemption Certificate
• Petty Cash
• Relocation Expense worksheet
• Miscellaneous Professional Services Form
• Request for Travel Authorization
• Travel Advance Form
• Travel Expense Worksheet
• Professional Service Vendor Code
• Employee Vendor Code
• Resident Vendor Code
• Cost Justification Worksheet
• Miscellaneous Services Expense Worksheet
• Purchasing Non-PO Voucher Request Form
• Alien Tax Information
• B Honoraria Certification (to be used for Foreign Nationals)
• Gift Card Support
• UP Justification
• Mileage Log -with formulas

Other Helpful Documents

• Corporate Travel Planners
• Travel Definitions
• Incidental Expense
• Corporate Card
• CTP Travel Fair Information
• CTP Agents
• Recruitment Cheat Sheet
• Traveler Post-Travel Checklist
• Texas Office of State-Federal Relations (OSFR)-Washington D.C. form

Financial Administrative Support

• Email Forms
  • Employee Vendor Code request Forms
  • Resident Vendor Code request Forms
  • Consultant Vendor Code request Forms
  • Travel Authorization Request Form
  • W-9 form
    
• Online Forms
  • Effort report
  • Travel reimbursement/Petty Cash
  • Texas Hotel Occupancy Tax Exemption Certificate
  • Request for permission to serve alcoholic beverages
  • Approval form for official functions
  • Request form for customer ID code
    
• Fax Forms
  • Texas sales and use tax exemption certificate *

  * - To obtain these forms, please contact Financial Administrative Services at 713-500-4949.

• Print Forms
  • Athorization agreement for direct deposit of reimbursement form
  • Example of complete direct deposit authorization agreement form
  • Example of direct deposit email
  • Frequently asked questions about direct deposit of reimbursement

Request for expenditure (supply order)

Request for Work Order

General Accounting

• Cancel FMS check request
• Treasury Management Cancel check request
• Non-project cost transfer request
• Epay Refund Request Form
• Departmental monthly review and validation checklist

Payroll

• Faculty Monthly Time Report
• W-4 Employee's Withholding Allowance Certificate
• W-5 Earned Income Credit Advance Payment
• Authorization Agreement for Direct Deposit 
• U.S. Savings Bond Enrollment (Series EE or Series I)

Please forward completed copies (except timesheets) to:

University of Texas Health Science Center at Houston
Payroll Department
7000 Fannin St Suite 1029
Houston TX 77225

Post-Award Finance

• Billing Tracking Form
• Cost Transfer Request Template
• Effort Report Calculation Check
• Exception to Policy Request Form
• FTE Salary Cap Worksheet
• Modular Grant Information
• Patient or Medical Cost Accounts
• Person Months Conversion Chart
• Relinquishing of Grants
• Request Form for Customer Codes
• Split Account Request Template
• Stipend Payments
• Subcontractor Tracking Form

FMS Reports, Queries, Searches

• Finding Checks in FMS by Using the Check Number

System Data Resources

• Instructions for Completing/Submitting Web Form PAs
• Extended Military Pay Form (This new form is submitted directly to Payroll, not SDR. Please see HOOP 2.40A, Extended Military Leave policy for further explanation of this payment.)
• Vacant Position Request (For use with FY 2006 Budget)

Treasury Management

• ACH Request - Payroll Partial Rejection
• ACH Request - Retiree Draft Rejection
• Foreign Currency Draft
• Positive Pay Check Issue
• Electronic Funds Transfer Request
• Check Cancellation Request
• ePay Refund Request Form
• Direct Deposit Authorization Agreement for Reimbursements
• ePay Event Code Set Up Form

 

The University of Texas Health Science Center at Houston
Site maintained by Finance
Last updated November 12, 2009