The University of Chicago

Financial Services


Financial Services Forms

Forms are also available by [CATEGORY] 

A - F

  • Alien Tax Information Request (Form UPP192) [PDF]
  • Access to Confidential Information [PDF]
  • ACCTS/PETS Account Request [PDF]
  • ACCTS/PETS Department Setup [PDF]
  • Bi-Weekly Additional Form (UPP 173) [PDF] -  Please read
  • Biweekly Payroll Adjustment Form - Instructions [PDF]
  • Certificate of Commercial Pricing [PDF] [Word]
  • Coded Log of Payments to Human Subjects [PDF]
  • Customer Credit Reference Information [PDF]
  • Direct Deposit Form  [PDF]- Self-Service site 
  • Electrical Certification Form [Word]
  • Federal W-4 Form For Non-Resident Alien Employees [PDF]
  • Federal W-4 Form [PDF] - Self-Service site
  • Financial Services Mainframe Systems Access Request [PDF]
  • Fire Resistive Rating for Furniture, Scenery and Decorations [PDF]

G - L

  • GEMS (card changes, dispute charge, request a report) [PDF]
  • Illinois W-4 Form For Non-Resident Aliens [PDF]
  • Independent Contractor Questionnaire [PDF]
  • I-9 - Employment Eligibility Verification [PDF]
  • Justification of Sole Source Form Instructions [Word]
  • Justification of Sole Source Form [PDF] [Word]
  • Log of Payments to Human Subjects [PDF]

M - R

  • Monthly Extra Service (Form 172) - [PDF]  - Please read
  • Monthly Salary/Vacation Advance Request (Form 191) [PDF]
  • Monthly Absence Report [PDF]
  • Moving Reimbursement Form [PDF]
  • Moving Expense Reporting Form [PDF]
  • Petty Cash Account Closure Request Form [PDF]
  • Petty Cash Account Request Form [PDF
  • Petty Cash Change of Custodian Form [PDF]
  • Petty Cash Payment Log [Excel]
  • Petty Cash Receipt [PDF]
  • Price Reasonableness-Documentation and Determination Form [Word]
  • Request for Restricted Funds Account [PDF]
  • Request for Unrestricted Funds Account [PDF]
  • S - Z

    • Signature Authorization Form [PDF]
    • Sole Source Justification & Approval Instructions  [Word]
    • Sole Source Justification & Approval Form [PDF] [Word]
    • Stipend Request Form 21 [PDF]
    • Student Casual Payment Request (UPP 183S) [PDF] - Please read
    • Supplement to Purchase Order [PDF]
    • Supplier Information Form [Form]
    • Tax Exempt Forms [Tax Forms]
    • Vendor Complaint Form [eForm]
    • Vendor Compliment Report [eForm]
    • W-8BEN-S, Certificate of Foreign Status of Beneficial Owner for United States Withholding [PDF]
    • W-8BEN-I, Certificate of Foreign Status of Beneficial Owner for United States Withholding [PDF]
    • W-8 [Certificate of Foreign Status of Beneficial Owner] [PDF]
    • W-9 [Request for Taxpayer Identification Certification] [PDF]
    • Wire Transfer Form - Domestic [PDF] [Word] / International [PDF] [Word]