Online Forms

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:
Electronic Payment Request Form	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
Electronic W9/W8 Submission Form	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:
Kronos Supervisory Rights Access Form
Direct Deposit 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 Monthly Reconciliation & Approval Form
Procard Approver Form
ProCard Approver Agreement
ProCard Credit Limit Increase Request
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      ITS Consulting Attachment	Instructions
Printing Forms
Mail Center Forms
Sponsored Program Accounting Forms:
Advanced Account Authorization Form	Guidelines
Appropriation Transfer Request	Instructions
New AU Request Form - SPA
Tax Forms:
W-9 Form	Instructions
Form W-8BEN (Payments Foreign Individuals)	Instructions
Form W-8BEN-E (Payments to Foreign Entities)      Sales Tax Reporting Template	Instructions
Gift Card/Gift Certificate Disbursement Log
Gift Card Purchase Authorization Form
Foreign National Information Form (Independent Contractor)
Workers Classification Review Form (Independent Contractor)‌
Tax Information Certificate – Student Payments
Illinois Department of Revenue Form IL-W-4
IRS Form W-4
Unrelated Business Income Questionnaire
Sales Tax Reporting Template
Travel Forms:
Egencia Guest Request Form
Egencia Arranger Request Form
Treasurer's Office EFT Forms:
Non-Repetitive Wire Transfer - EFT02B *	Instructions
Setup Repetitive Wire Transfer - EFT01 *	Instructions
Repetitive ACH/Wire Transfer - EFT02A *	Instructions
LUC Bank Account to LUC Bank Account Authorization - LUtoLU.1 *	Instructions
LUC Bank Account to LUC Bank Account Requisition - LUtoLU.2 *	Instructions
EFT Database Requisition - EFT03B *	Instructions
EFT Database Authorization - EFT03 *	Instructions
New Bank & Investment Account Setup Form (Treasurer and General Accounting use only)

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.