Forms

Use the links below to access frequently requested information.

Policies

• Conflict of Interest Policy
• Identity Theft Policy 
• Petty Cash Lockbox Policy 
• Gift Acceptance Policy 
• Record Retention Policy 
• Endowment Distribution Budgeting and Spending Policy 

General Ledger Account Correction Forms

• Budget Adjustment Form 
• Revenue / Expenditure Transfer Form 
• Internal Transfer of Funds Request Form 

General Ledger Account Correction Forms - Instructions

• Automated/Self Initiated Expense Transfer instructions 
• Automated/Self Initiated Revenue Transfer instructions 

Documents

• Sales Tax Exemption Certificate 
• Tax Determination Letter (evidence of federal tax-exempt status) 

Training

• Self Service Budget Module
• My Budget 
• My Budget Advanced