financial services forms

opseu banked overtime adjustment form

bm bi-monthly salary for graduate assistants (cupe), and post-doctoral fellows

use this form to request transfer of budget dollars from one department to another.

justification form for computer, software and electronic equipment purchases from research fund accounts.

please visit the designated visa card program webpage for more details on the corporate card program. there you can find the corporate card visa application link.

to delegate signing authority to another researcher for expenditures up to $5,000

electronic payment form for vendors or persons to submit their direct deposit information. please ensure to include a void cheque or a financial institution direct deposit transfer form when returning the electronic payment form to accounts payable.

federal td1 personal tax credits return

to be used for university related reception and hospitality expenses. reception and hospitality expenses must be charged to a university account designated for such expenses. the purpose of the event, including the name of the group, the number of individuals involved, or the names of the guests, must be listed on the hospitality expense statement along with original itemized receipts.

how to complete the td1in - information sheet

how to view your t4 on myinfo

use this form as a placeholder for missing receipts, when submitted paper-based travel or hospitality claims and reconciled purchasing card statements. this form must be signed by the traveller/cardholder, as well as their direct supervisor, in addition to the claim form or the statement.

professional expenses claim form for sessionals/contract lecturers (pdf)

please visit the designated visa card program webpage for more details on the purchasing card program. there you can find the purchasing card visa application link.

this form should be used for payment of invoices by bank transfer to international vendors (or payment in a currency that is not canadian dollars cad or united states dollars usd. if a payment needs to be made in cad or usd, please submit a cheque requisition (or purchase order), including the vendor's bank account details for eft payments made in cad.

system access form to request access of mybudgets (g/l security) and purchase order requisitions for new users, or updates for current users. approver access can also be requested along with signing authority. approver access includes access to mybudgets and to creating and approving purchase requisitions. signing authority should be included with approver access, since a requisition requires approval by someone who has budget signing authority on the budget code used.

timecard approval instructions for supervisors of hourly employees who enter time worked to the online timecard system

travel authorization form to accompany travel expense statement from.

full-time employees must submit their travel expenses through concur.