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Financial Services for Student Organizations
View the Financial Officer Training Powerpoint
Don't know your Budget Number? Click here!
Forms
- Financial Transaction Request Form
- Funding Transfer Form
- Deposit Form
- Short Form Independent Contractor Agreement (For services less than $5,000)
Should be used when a project is for a short duration, the services are less than $5,000 and no computer software or web pages are expected to be produced. - W-9
- Tax Exempt Card
- Gaming Permit Application
Guidelines
Paying a Vendor
Attach an original invoice or contract to the Financial Transaction Request Form. Make sure it is an official invoice or statement and not a quote or estimate. For contracts, please have Rob Turning review and sign before submitting for payment. Note that a vendor is paid by a Federal ID number as opposed to a Social Security Number.
Paying an Independent Contractor
For services less than $5,000, complete the Short Form Independent Contractor Agreement and a W-9, and turn in with a Financial Transaction Request Form. Note that an Independent Contractor is paid by a Social Security Number as opposed to a Federal ID number.
Reimbursing a Group Member or Advisor
Attach an original, itemized receipt to the Financial Transaction Request Form. Reimbursements under $100 can be obtained through a Petty Cash Voucher. Reimbursements over $100 will be mailed in the form of a check. Update your address with the university to assure that checks are mailed to the correct location.
Transferring Funds
Submit the Funding Transfer Form indicating the dollar amounts and account numbers involved.
Depositing Funds
Attach checks or cash (in envelope) to the Deposit Form. Write account number on the back of checks and make copies for your records. The Office of Student Activities can accept deposits Monday-Friday 8:30-4:30pm. Cash deposits will receive a receipt.
Links
Staff
Financial Coordinator- Jolle Davis
Budget Assistant- Joan Segal