Welcome to the one-stop resource for forms from the Office of Budget and Finance. 

Use the box below to search the table, or browse a department’s content. Note: some forms may require your UTD Net ID and password or additional steps after you follow the link. 

Accounting & Financial Reporting
形成类型描述部门
Agency Acknowledgement 形成PDF格式This form is used in the process of requesting an agency cost center on behalf of external entities. For more information, please see 代理记帐.Accounting & Financial Reporting
对外销售 Application – Cost Center Request 形成PDF格式这种形式的目的是为获取与与外部客户的未决业务活动的基本信息,并识别潜在风险的活动开始之前。有关详细信息,请参阅 对外销售.Accounting & Financial Reporting
Plant Funding Request 形成仁科形式To request a new construction project, please complete the Plant Funding Request 形成. This form can be accessed through the 星系 portal, under Gemini Financials > Main 菜单 > Employee Self-Service > 形式. Once you are on the form, select “Add new value.” For more information, please see 会计资料Accounting & Financial Reporting

Budget & Financial Planning
形成类型描述部门
ePUR –Position Update/Request仁科形式This form is used to process vacant position updates or request new positions. This form can be accessed through the 星系 portal, under Gemini HR > UT Customizations > UTD HR Customizations > ePUR – Position Update/Request. For more information, please see Budget & Financial Planning 培训教材.Budget & Financial Planning

会计员
形成类型描述部门
滞纳金申诉表PDF格式This form is used to appeal a late fee. For more information, please see Tuition & Fees.会计员

合同管理
形成类型描述部门
clincard接近了形式Microsoft Excel中使用此表关闭现有clincard研究。关闭预算资金的一项研究发布,档案clincard实例,和释放返回卡在其他研究中使用。有关详细信息,请参阅 clincard付款.合同管理
Contract Approval & Request (CAR) 形成PDF格式这种形式通常用于创收和非采购合同请求审查。对于需要资金UTD合同,请联系购买972-883-2300。有关详细信息,请参阅 合同管理.合同管理
Schedule of Human Subject 支付 形式Microsoft Excel中This form is used to set up a new study or revise an existing study in the ClinCard system. For more information, please see clincard付款.合同管理

Financial Management Services
形成类型描述部门
Attribute and 描述 Change 形成仁科形式This form is used to request changes to approvers or cost center descriptions. This form can be accessed through the 星系 portal, under Gemini Financials > Main 菜单 > Employee Self-Service > 形式. Once you are on the form, select “Add new value.” For more information, please see 成本中心维护Financial Management Services
Cash Fund Verification 形成仁科形式这种形式被用来在每个会计年度结束时,确认基金不甘心批准的资金量。这种形式可以通过被访问 星系 portal, under Gemini Financials > Main 菜单 > Employee Self-Service > 形式. Once you are on the form, select “Add new value.” For more information, please see 接受付款Financial Management Services
Cost Center Change Request 形成仁科形式This form is used to request chartfield value changes to existing cost centers. This form can be accessed through the 星系 portal, under Gemini Financials > Main 菜单 > Employee Self-Service > 形式. Once you are on the form, select “Add new value.” For more information, please see 成本中心维护Financial Management Services
部门存款形式Microsoft Excel中This form is used to record deposits when a department has received cash or checks. For more information, please see 接受付款.Financial Management Services
Foreign National 税务合规 Process 形成PDF格式从达拉斯德州收到任何款项之前,这种形式是要求所有外国人。这有助于达拉斯德州确定外国国民的税收居民身份,扣缴率,资格税收协定待遇/ FICA豁免,并生成必要的纳税申报表。有关详细信息,请参阅 税务合规Financial Management Services
Marketplace Application 形成仁科形式此表用于开始经由web店面接受信用卡付款的处理(市场。)这种形式可以通过被访问 星系 portal, under Gemini Financials > Main 菜单 > Employee Self-Service > 形式. Once you are on the form, select “Add new value.” For more information, please see 接受付款Financial Management Services
Marketplace Change Request 形成仁科形式This form is used to request changes or updates to existing Marketplace stores or sites. This form can be accessed through the 星系 portal, under Gemini Financials > Main 菜单 > Employee Self-Service > 形式. Once you are on the form, select “Add new value.” For more information, please see 接受付款Financial Management Services
New Cost Center Request 形成仁科形式This form is used to request new cost centers. This form can be accessed through the 星系 portal, under Gemini Financials > Main 菜单 > Employee Self-Service > 形式. Once you are on the form, select “Add new value.” For more information, please see 成本中心维护Financial Management Services
Petty Cash/Change Fund Authorization 形成仁科形式该表格必须在每个会计年度结束时以保留资金用于下一年度提交。这种形式可以通过被访问 星系 portal, under Gemini Financials > Main 菜单 > Employee Self-Service > 形式. Once you are on the form, select “Add new value.” For more information, please see 接受付款Financial Management Services
UTD Nonfinancial Questionnaire (NFQ)PDF格式这种形式被用于确定是否创收活动受到不相关的企业所得税(UBIT)。有关详细信息,请参阅 税务合规.Financial Management Services
W-2 / W-2c的同意书仁科形式This form is used to update your consent to receive W-2 forms electronically. This form can be accessed through the 星系 portal, under Staff Tools > Payroll and Compensation. Once you are on the form, select “Add new value.” For more information, please see 税务合规Financial Management Services
W-4 (Employee’s Withholding Certificate)仁科形式This form is used to update your W-4. This form can be accessed through the 星系 portal, under Staff Tools > Payroll and Compensation. Once you are on the form, select “Add new value.” For more information, please see 税务合规.Financial Management Services

支付服务
形成类型描述部门
Domestic 旅行 Authorization 形成

PDF格式

This form may be used to document approval for travel. For more information, please see 旅行支付服务
员工旅游券电子采购形式以下雇员旅行此表格用于请求报销。一旦你通过左边的链接登录到电子采购的形式在顶部列出。有关详细信息,请参阅 旅行支付服务
Emp. Non-旅行 Reimbursement电子采购形式这种形式是用来要求报销业务费用。一旦你通过左边的链接登录到电子采购的形式在顶部列出。有关详细信息,请参阅 旅行支付服务
蹲点旅行形态Microsoft Excel中这种形式用于旅行超过7天。请填写蹲点旅游形式,并与收据到电子采购雇员出差凭证,将其固定。支付服务
Hotel Tax Exemption CertificatePDF格式留在得克萨斯州之内的宾馆的情况下,从国家税收减免请求这种形式被使用。有关详细信息,请参阅 旅行支付服务
独立承包商电子采购形式This form is used to pay individuals providing services who are not affiliated with University. This form can be accessed through the 星系 portal, under eProcurement > Procurement Management Tools and 形式. Once you are logged into eProcurement through the link at left, the forms are listed across the top. For more information, please see 支付支付服务
独立承包商 CertificationPDF格式

这个要求表格是安装在电子采购的所有新的独立承包商的形式开始的2019年9月1日。它是用来跟踪是否我们支付谁正在接受教师退休系统(TRS)的好处的人。这种形式不会停止缴纳个人的,只允许跟踪。 

支付服务
一个卡应用仁科形式This form is used to apply for a University-issued 一卡. This form can be accessed through the 星系 portal, under Gemini Financials > Main 菜单 > Employee Self-Service > 形式. Once you are on the form, select “New 形成.” For more information, please see 一卡.支付服务
请求检查电子采购形式这种形式被用于支付来宾和学生报销;教师搬迁;会员资格,注册,会议费,或订阅;支付给得克萨斯州或国家安全的状态; (仅限通过专项审批)等。这种形式可以通过被访问 星系 portal, under eProcurement > Procurement Management Tools and 形式. Once you are logged into eProcurement through the link at left, the forms are listed across the top. For more information, please see 支付支付服务
Student / Team / Group Domestic 旅行 Authorization (Exhibit B14-D)PDF格式This form must be completed by the group sponsor prior to 国内 travel. For more information, please see 旅行支付服务
Student / Team / Group Foreign 旅行 Authorization (Exhibit B14-F)PDF格式This form must be completed in order to authorize 国外 travel for students, teams, or groups. For more information, please see 旅行支付服务
旅行预售证电子采购形式这种形式必须以请求旅游提前卡完成。它必须由员工的财政官员前至少10天行程的开始批准。一旦你通过左边的链接登录到电子采购的形式在顶部列出。有关详细信息,请参阅 旅行.支付服务

Payroll & Data Management
形成类型描述部门
直接存款工具PeopleSoft Self-Service UtilityThis utility is used to sign up for 直接存款. It can be accessed through the 星系 portal, under Staff Tools > Payroll and Compensation. For more information, please see 直接存款Payroll & Data Management
EPAR行动仁科形式This form is used to process an Employee Action Request. This form can be accessed through the 星系 portal, under Gemini HR > UT Customizations > UTD HR Customizations > EPAR行动. For more information, please see 工资信息.Payroll & Data Management

购买
形成类型描述部门
Exclusive Acquisition Justification 形成 (EAJ)PDF格式This form is used to document a purchase over $15,000 when competitive bidding is not possible. For more information, please see 采购规则.购买
非目录征用电子采购形式This form is used to place a standard requisition for purchase. This form is accessed through the 星系 portal, under eProcurement > Procurement Management Tools and 形式. Once you are logged into eProcurement through the link at left, the forms are listed across the top. 购买
Request for 形成al Solicitation (RFS)PDF格式This form is used by departments to assist in the drafting of a formal solicitation. For more information, please see 采购规则.购买
Texas Sales and Use Tax Exemption CertificationPDF格式This form is used by departments in order to have sales tax waived.购买

Supplier Diversity Programs
形成类型描述部门
Program Assessment Report (PAR) 形成Microsoft Excel中This form is used by the prime contractor to document monthly compliance with their HSP. For more information, please see 枢纽形式Supplier Diversity Programs
HUB Subcontracting Plan (HSP) 形成PDF格式这种形式一般用于需要任何招标$ 100,000或更高版本,如果分包机会是可能的。联保应体现投标人真诚努力,包括不是投标人自己的员工完成工作的任何部分枢纽分包商。有关详细信息,请参阅 枢纽形式Supplier Diversity Programs