Finance & Budget Forms

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Form Name

Description

General Finance  
Account Code List A list of frequently used accounts
Account Adjustment/Transfer Request To request a transfer of funds between accounts
Signing Authority Form Signing authority form for new and existing accounts
Accounts Payable
Advance Requisition To request an advance
Canadian Direct Deposit Request To request payment via Canadian Direct Deposit
Cheque Requisition To request cheques (both individual and companies)
Employee/Independent Contractor Checklist ‌Please complete before the Provision of Services contract form
Expense Claim To claim expenses (mileage, meals, travel)
Petty Cash To replenish petty cash funds
Provision of Service Incorporated Contract Contact your FAL for assistance
Provision of Service Unincorporated Contract Contact your FAL for assistance
Wire Transfer - International To request an International Wire Transfer
Wire Transfer - US & Canadian To request a US or Canadian Wire Transfer
Accounts Receivable
Cash Float To verify your cash float (.xls)
Department Tuition Waiver To request a payment be applied to a student account from your department
Deposit Submission Form To deposit any/all funds into a particular account
Invoice Request Form To request an invoice to an outside agency/company
Payroll
2016/17 Pay Schedule Pay schedule for timesheet employees
Canada Savings Bond Enrolment Please contact Payroll for more information.
Employee Direct Deposit Form To authorize or change direct deposit information
Payroll Deduction Form To donate to UFV via payroll deduction
Payroll Timesheet For faculty, staff and work study
Directed Independent Studies To process Directed Independent Studies payments through UFV Payroll.
TD1 Form Personal Tax Credits Return Form
TD1BC Form BC Personal Tax Credits Return Form
Worksheet TD1 A worksheet to assist in calculating partial claims on TD1 form.
Worksheet TD1BC A worksheet to assist in calculating partial claims on TD1BC form.
Status Indian Tax Exemption Guidelines Status Indian Tax Exemption Guidelines
Status Indian Tax Exemption Form Status Indian Tax Exemption Claim Form
Budgets & Financial Planning
Course Funding Transfer Request To request additional funds or funding for releases
Posting Request For posting request of new/replacement positions (return to HR once complete)
Research & Specific Funds
New Account Set-up Non-Base funded activity account set up form
Project Close Complete to finalize and close account
Signing Authority Form Signing authority form for new and existing accounts
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