Please see below, click on form name, print, fill-out and return it to theController's Office.  Please note these forms are not interactive.

ACCOUNTING SYSTEM ACCESS FORMS:

           The above forms are used to obtain access to the accounting system.  In addition, Information Technology requires the completion of the form at the following link for access to central computer systems:  (IDMS - Published by IT)

ACCOUNT CREATE FORMS:

• Unrestricted, Restricted and Designated
• Plant
• Agency  

           The above forms are used to create new accounts in the accounting system.  Unrestricted  accounts are used to record transactions that are part of the general fund.  Designated accounts are used to record revenues received from donors, conferences, patient care, etc. and their corresponding expenses.  Restricted accounts are used to record revenues received from donors, sponsoring agencies, etc. and their corresponding expenses that conform to specific restrictions as to the use of the funds.  Plant accounts are set up for construction, renovations or reserves for future programs.  Agency accounts are set up for external groups such as student organizations.   Contact the Treasurer's Office for endowment accounts.

JOURNAL ENTRY TRANSACTION RELATED FORMS:

• Request to Create, Change or Inactivate a Batch ID
• Batch Control
• Journal Entry
• Interdepartmental Requisitions. To order IDR form # 331217, click here.
• FA11 (Retroactive Transfer of Non-Salary Charges) - To order form # 331218, click here.
  
  An individual Batch ID must be set up in the accounting system prior to making JE.
  To create JE, two forms are needed: a Batch Control form and a JE form.

CHECK ACTION FORMS (revised January 2006):

• Request to Cancel a Check
• Instructions to Stop/Replace Checks
• Request to Place a Stop Payment and/or Replace Check Issued

            The above forms are used to cancel a UM issued check, place stop payments and /or replace a UM issued check.  Please refer to the link above for instructions on how to stop/replace checks.                                 

OTHER:

• Departmental Request for Electronic Transfer of Funds (EFT) (print in legal size) Revised 5/08
• Departmental Request for International Drafts Revised 5/08

          The above two forms are used to request payment for goods or services. Note that an FRS Batch Reference No. is required. A Batch Control Form needs to be completed and attached to both the EFT and International Draft forms. 

• Changes to FRS Account Status (freeze or delete account) 

          The above form is used to request that a freeze be placed in an account (no further transactions allowed except when there is a valid purchase order (encumbrance)) or deleted (no further activity permitted - account is dropped from system after 1 year). 

• Department Names- changes to depart. name, creation, deletion of dept.         

         The above form (and memo) are used and explain how to change a department name, how to create a new department and how to delete a department

SPONSORED PROGRAMS FORMS:  

• General Purpose Costs - Direct Charging Exemption Form - Rev. Nov 2002
• Internal Prior Approval Request (IPAR)  - Rev. Nov 2002
• Cost Sharing/Matching Funds Statement  - Rev. Oct 2004
• Request for Assignment of a Sponsored Acct # in Absence of Award - Rev. Sep 2004
• Request for Facilities & Administrative (Indirect) Cost Waiver   - Rev. Nov 2002
• Non Availability of Equipment  - Rev. Nov 2002

         Please see the Research Administration website at http://www.miami.edu/UMH/CDA/UMH_Main/1,1770,8549-1;38759- 3,00.html for the following forms:

            » Proposal Transmittal  

           » Request for Facilities & Admin (Indirect) Cost Waiver

           » Subcontracts

           » Research Clinical Trial Agreements

           » Research Non/Clinical Trial Agreements

           » NIH Modular Grant Budget

PROPERTY ACCOUNTING - EQUIPMENT FORMS

• Notification of Permanent Change in Equipment Location - Within/Between Depts. (see policy B043)                
• Notification of Equipment Moved Off Campus (see policy B045)     
• Sale, Disposition of UM Surplus or Excess Equipment (see policy B047)
• Notification of Equipment Deletion - Lost, Theft, etc.  (see policy B049)

          Non Availability of Equipment (for use with equipment purchases via

             Federal & State grants) - see listing above under Sponsored Programs

             Forms