Financial Services Forms

If you have any difficulty accessing the forms, please contact Aurora Finance Customer Service (480-1001).

Select the Department Form type you wish to obtain:

Budget & Research Accounting Supplier Payment Services
Capital Asset Management Travel Services
Human Resources University Credit Cards
Purchasing Services Other Forms
Revenue, General & Student Accounting  System Access

  

Budget & Research Accounting Forms

Chart of Account Forms
Fund Code Request  (Excel Format)
Organization Code Request
Account Code Request   (Excel Format)
Name Change Request for Fund or Organization   (Excel Format)
Provision Fund Request

Capital Fund Request (Excel Format)

  

Signing Authority Forms
Signing Authority, Mail Distribution & VIP Reporting Access
Change to Signing Authority, Mail Distribution & VIP Reporting Access
 
Other Forms
Award Certification Form
Guarantee Letter
Duff Roblin Fire Fund Authorization
Change to Printed Monthly Report Distribution
Request for Transfer to Existing Provision Fund


Capital Asset Management Forms 

Asset Disposal Form
Decommissioning Form
Final Disposal of Laboratory Equipment Form (Please note Section D has to be reviewed and signed by EHS prior to submitting the form to Capital Management Accounting)
Non Capital Asset Disposal
Off Site Equipment Record

Human Resources Forms

Human Resources VIP Forms
Payment to Individuals Process

 

to find these two forms, visit HR's form webpage here

 


 

Purchasing Services Forms

EPIC Forms

Non-PO Invoice Cover Sheet
New Supplier Request Form

 

 

 

Forms for Purchases outside of EPIC

Requisition to Purchase Goods (from an Individual)
Standing or Part Order Receipt, Comptrollers Form 5
Contract Routing Form (CRF) - Please note: This is a Legal Counsel form

 

 


Independent Contractor Agreement (ICA) Forms

ICAs with a Supplier are processed through EPIC using the Contract Module.
ICAs to an Individual can be submitted directly to Purchasing Services.

Additional Information
Signing of Agreements Policy and Procedures
Approved Signing Authorities
Tax treatment of non residents who perform services in Canada
 
ICA Forms
NOTE:
An Independent Contractor Agreement (ICA) is required for Payments to Individuals,
where the Services will exceed $5,000.00 and over within the fiscal year.
For Payments to Individuals (i.e. no Business Number), for Services $5,000.00 and under
within the fiscal year, see 'Payments to Individuals' on the Human Resources website at:
http://umanitoba.ca/admin/human_resources/services/hris/forms/
Independent Contractor Agreements (ICA's) - Completion and signing of the ICA forms are required
for Service Contracts over $25,000.00, to a Business (Supplier has a Business Number).
These ICA's are to be uploaded together with a Contract Request in EPIC.
 
Instructions for Processing Proforma Independent Contractor Agreements (ICA)
Contract Authorization Request Form (CAR form) 
Independent Contractor Agreement - (required in duplicate, for Individuals)  
Schedule A - Services (required in duplicate, for Individuals)
Schedule B - Payment (required in duplicate, for Individuals)
Schedule C - Expenses (required in duplicate, for Individuals)
 
ICA Amendment Forms
Instructions for Processing an Amendment to an Independent Contractor Agreement (ICA)
Contract Amendment Form (CAF form)
Schedule D - Amending Agreement (required in duplicate, for Individuals)

Purchasing Related Forms

Requisition for New Work
Requisition for Supplies Central Stores


Revenue, General & Student Accounting Forms

Authorization for Refund
Bank Deposit Transmittal Advice
Department Deposit Report /Instructions / New Instructions for Bannatyne Campus
Merchant Request Form (Beanstream and/or POS)
Operating Funded Capital Transfers  (Excel)
Request to Add / Change an AR Customer


Supplier Payment Services Forms

Bank Transfer Request Form
For Payments to Individuals, please complete the Payments to Individuals workflow  to determine the accurate form.
Related Forms: Payments to Non-Canadian Residents

 

 

 


Travel Services Forms

Foreign Accountable Advance Request Form
Foreign Accountable Reconciliation Form
Gift Card Reconciliation Form
Guest / Student Travel and Business Expense Claim
Petty Cash Replenishment and Reconciliation
Request for Change Fund
Request for Petty Cash Fund
St Boniface Hospital Parking Reimbursement Form 2014-2015
St Boniface Hospital Parking Reimbursement Form 2015-2016
Travel Pre-Authorization Form

 

 

 

 

 

 

 

 

Concur Forms

Missing Receipt Affidavit
Reference Number (RN #) Link

 

 

 


 

University Credit Cards

University Travel Card Application Form (US Bank Visa)
Visa Purchasing Card
VISA Order Form

 

 

 


Other Forms

Financial Services Internal Forms
Requisition for Disbursement
 
Trust & Endowment Forms
Transfer of Funds to Trust and Endowment
Transfer of Funds from Trust and Endowment