Documents & Forms
Forms and documents for the 9 offices making up the division of UFA can all be found here.
Accounting & Financial Information
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The following template is used to record wires or other electronic deposits. Please email any questions to cashjournal@sa.rutgers.edu.
Journal Template for Wires
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As of April 1, 2024, all access forms are now DocuSign Powerforms
Profile Update for Expense Management Form // Instructions
Finance Approver Change Request Form // Instructions
FMS Access Request Form // Instructions
Tableau/Oracle Analytics Cloud (OAC) Access Forms
Tableau/OAC– Finance Reports and Analytics Request Form // Instructions
List of Tableau Content Managers
Student ABC Tableau Access Form
Other Access Forms
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Request for a New UDO (Unit,Division,Organization)
Request for a New Division Segment Value
Request for a New Organization Segment Value
Request for a New Location Segment Value
Request for a New Fund Type Segment Value
Request for a New Account Segment Value
Request for a New Business Line Segment Value
Request for Activity Segment Value
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Change Request Form for Project Attributes
Designated Non-Sponsored Project Request Form
Faculty Fund
Capital Project Request Form
Busch Biomedical Awards Project Request Form
Endowment Project Request Form (Contact endow-restricted@finance.rutgers.edu)
Restricted Gifts Project Request Form (Contact endow-restricted@finance.rutgers.edu)
Payroll
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Award & Prize Check Request
Business Travel Reimbursement Over One Year
Direct Deposit Form
Emergency Payroll Check Request Form
PA Income Tax Withheld (Form NJ 165)
Pay Card Electronic Enrollment Form
Payroll Stop Payment Request
Request to Change Department Default Chart String Form
Salary and Wage Redistribution and Justification (SWRJ) Application
Translation Chart for Employee Withholdings
Employee Relocation Expense Reimbursement(see policy)
W-2 Form
W-2 Form Guide
W-2 Form FAQ
W-4 Federal
W-4 New Jersey
Tax & Compliance
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Form 8233
Form Number 8233 Instruction Sheet
Form W-8BEN
W-8BEN Form Instruction Sheet
W-8BEN-E Form
W-8BEN-E Form Instruction Sheet and Additional Guidelines
Form W-7
W-7 Form Instruction Sheet
W-9 Form (form must be dated before sending out)
Tax Exemption Letters and Certificates
Template for Payment to Foreign National
Treasury
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Treasury
System Access & Reports
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System Access & Reports
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System Access & Reports
RU Marketplace Self Serve Reports
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RU Marketplace Self Serve Reports
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RU Marketplace Self Serve Reports
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RU Marketplace Self Serve Reports
Supplier Management
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Supplier Management
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Supplier Management
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Supplier Management
Sourcing
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Sourcing
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Sourcing
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Sourcing
Contracting
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Contracting
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Contracting
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Contracting
Accounts Payable
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Accounts Payable
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Accounts Payable
Human Subject Payments
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Human Subject Payments
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Human Subject Payments
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Human Subject Payments
Gift Cards
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Gift Cards
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Gift Cards
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Gift Cards
Travel & Expense
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Travel & Expense
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Travel & Expense
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Travel & Expense
International Travel
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Employee Illness or Injury
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Accidental Reporting Form (REHS)
Student or Public Incidents
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2026-2027
Fiscal Year 2026-2027 Archives & Records
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2025-2026
Fiscal Year 2026-2027 Archives & Records
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2024-2025
Fiscal Year 2026-2027 Archives & Records
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2023-2024
Fiscal Year 2026-2027 Archives & Records
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2022-2023
Fiscal Year 2026-2027 Archives & Records
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2021-2022
Fiscal Year 2026-2027 Archives & Records
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2020-2021
Fiscal Year 2026-2027 Archives & Records
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