Resources: Forms, Checklists and Templates

Download and save forms to your computer before using them. This will ensure that the information you enter in fillable forms will be saved.

Accounting Services

• Payee Information Form (PDF)
• ProCard Transaction Log (XLS)
• Request to Transfer Funds (PDF) (for PEF project accounts only)
• Travel Expense Reconciliation (XLS) (Optional)
• Texas Hotel Occupancy Tax Exemption (PDF)
• Texas Sales and Use Tax Exemption Certificate (PDF)
• Vendor Direct Deposit Authorization Form (PDF)

Purchasing Services

• Purchasing Request Form System (UTDirect)
• Request to Add/Remove Stock (PDF)
• Employee / Independent Contractor Classification Checklist

Other University Departments

• Accounting and Financial Management
• FAS Business Services
• Financial and Administrative Services
• Human Resources
• Human Resources Support Services
• Technology Resources