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Important Notes:

• Refer to the Guide to Completing PDF Forms for information about downloading forms, printing forms to PDF, and combining multiple documents into one file.
• Fillable PDF forms should be downloaded/saved and opened with Adobe Acrobat or Adobe Reader.  Do not complete forms in the browser window.
• When printing fillable forms to combine with other documentation, utilize Microsoft Print to PDF rather than Adobe PDF.
• Forms that specifically deal with sensitive information are secured on our website and require a Loyola login (UVID) and password to access. *

Forms by Department:

• Accounts Payable
• Budget & Financial Analysis
• General Accounting
• Financial Application Access Forms
• Payroll
• Procurement Card Program
• Purchasing
• Sponsored Program Accounting
• Tax Forms
• Travel Forms
• Treasurer's Office

Accounts Payable Forms:
	Instructions (FAQ)
Expense Reimbursement Form *	Instructions
AP Expense Transfer	Instructions
Foreign National Information Form (Independent Contractor)	‌Procedures‌
Missing Receipt Form
Personal Purchase Reimbursement Form	Instructions
	Instructions
Workers Classification Review Form (Independent Contractor)‌
Budget & Financial Analysis Forms:
Temporary Budget Transfer - BA	Instructions
Permanent Budget Transfer - BF	Instructions
Capital Budget Amendment/Modification	Instructions
Capital Budget Detailed Request	Instructions
Capital Budget Initial Request	Instructions
General Accounting Forms:
Asset Tag Form
University Deposit Slip       Itemized Deposit Detail	Instructions
Equipment Move and Disposal Form
GL Transfer Form (formerly Expense Transfer)	Instructions
Level Reorganization Request Form	Instructions
New Accounting Unit Request Form	Instructions
Petty Cash Reimbursement *	Instructions
Salary Transfer Request Form	Instructions
Standard Journal Entry	Instructions
Year End Accrual Form	Instructions & Examples
Financial Application Access Forms:
System Access Request Form (For New, Revised, or Additional Access for a Single User)	Instructions
AU/Level Access Form (For Single AU or Level Access for Existing Users)	Instructions
HR/Finance Department Lawson System Access (Finance Use Only)
Payroll Forms:
UKG Ready Supervisory Rights Access Form
Manual Timecard	Instructions
W-2 Request Form (PDF) W-2 Request Form (Excel)
Procurement Card Program Forms:
Procard Application Form
PNC Cardholder Agreement
Procard Approver Form
ProCard Approver Agreement
Missing Receipt Form
Personal Purchase Reimbursement Form	Instructions
Transaction Dispute Form (PNC)
ProCard Expense Transfer Request Form	Instructions
Purchasing Forms:
Purchasing Requisition	Instructions
Purchasing Checklist and Bid Summary Form	Instructions
Loyola Supplier Performance Survey
Supplier Conflict of Interest and Compliance Certification Form
Gift Card/Gift Certificate Disbursement Log
Gift Card Purchase Authorization Form
Equipment Screening Certification
Standard Agreement for Consulting Services	Instructions
Sponsored Program Accounting Forms:
Advanced Account Authorization Form	Guidelines
Appropriation Transfer Request	Instructions
New AU Request Form - SPA
Tax Forms:
	Instructions
Sales Tax Reporting Template
Gift Card/Gift Certificate Disbursement Log
Gift Card Purchase Authorization Form
Workers Classification Review Form (Independent Contractor)‌
Tax Information Certificate – Student Payments
Unrelated Business Income Questionnaire
Sales Tax Reporting Template
Travel Forms:
Treasurer's Office EFT Forms:
Non-Repetitive Wire Transfer - EFT02B *	Instructions
New Bank & Investment Account Setup Form  (Treasurer and General Accounting use only)
All other Treasurer’s Office forms:  If your department anticipates making a recurring payment or transfer that must be processed through Cash Management Services (CMS) rather than Accounts Payable, please contact CMS at cashmgmt@luc.edu at least three weeks before the first payment. This will allow CMS to review the request and provide the necessary forms and instructions. Please note that CMS will make the final determination regarding whether a recurring payment may be established and what documentation is required.

Due to security and privacy issues, the current vendor file is not available. For Questions or assistance, please contact Accounts Payable at Payables@LUC.edu.

For any technical issues with the forms on this page please contact Financial Systems, FinancialSystems@luc.edu.