Financial and Accounting Forms
In the NUFinancials environment, many financial and accounting transactions are entered through online forms on the NUPortal pages or via NUFinancials. For NUFinancials access, log in to the NUPortal.
See the Dept Code Lookup to find your department's 3 character code for entry on the DPR, Visitor's Expense Report, and Contracted Services forms.
Expenses, Payments, Reimbursements and Refunds
- Direct Payment Request Form
- Visitor's Expense Report Form (Note: Recommended browsers are Firefox or Internet Explorer )
- Expense Policy Exception Request Form
- Accounts Payable International Wire Transfer Request Form
- Domestic Electronic Funds Transfer Request Form
- Contracted Services Form for U.S. Residents
- Petty Cash Pay-Out Form
- 90-Day Cost Transfer Justification
Billing for Goods or Services Sold by a University Unit
Financial Structure Maintenance (formerly Chartfield Maintenance)
CUFS ViewDirect Forms
Equipment Inventory and Disposal
- Bill of Sale
- Capital Equipment Retirement Approval Form
- Capital Equipment Unit Representative Registration Form
- Indemnification Agreement
- Non-Capital Equipment Do-it-Yourself Inventory
- Request Inventory form
Faculty and Staff Gifts
Hosting a Conference or Academic Function
Spreadsheet Journal Processing
- NU KnowledgeBase: Creating a Spreadsheet Journal Training Guide
- Spreadsheet Journal Template
- 90 Day Rule Justification Memo Form
Mobile Communications
- Mobile Communications Agreement for Employee-owned Devices with a Nontaxable Allowance
- Mobile Communications Agreement for University-owned Devices
- Mobile Communications Agreement for Employee-owned Devices and Service Plans with a Taxable Allowance
Petty Cash and Change Funds
- Petty Cash Pay-out Form
- Research Participant Cash Compensation Form
- Transfer of Petty Cash Fund Accountability
- Transfer of Change Fund Accountability
Preparing and Making Bank Deposits
Prizes and Awards
Purchasing/Vendor
- Bid Documentation Form
- Sole Source Justification Form
- Statement of Services
- IRS Form W-9 Request for Taxpayer Identification Number and Certification
Research Participant Payments
- Research Participant Cash Compensation Form
- Research Participant Cash Compensation Form (Spanish Version)
Contact Information
For Questions About | Contact |
---|---|
Expense, Payment, Reimbursement and Refund Forms |
Accounts Payable |
Cell Phone Taxable Allowance/Additional Pay Form | Payroll & Records 847-491-7362 |
Petty Cash, Change Fund, and Cash Receipt Ticket Forms |
Evanston Chicago |
Electronic Funds Transfer Forms | Treasury Operations 847-467-0422 |
90-day Rule Memo, Financial Structure Maintenance (formerly ChartField Maintenance), Journal, Vendor IRS Form W-9, NU Invoice, and Equipment Inventory Forms | Accounting Services 847-491-5337 |
Purchasing Forms | Procurement and Payment Services 847-491-8120 procurement@northwestern.edu |
CUFS and ViewDirect Forms | Financial Systems 847-467-3777 |
Hotel Reservation Agreement Form | Travel Services 847-491-5993 |
Gift Transmittal Form | Development Gift & Record Services 847-491-7520 |