Accounts Payable  |  Budget Office  | Financial Reporting  |  Management Reporting  | Payroll  |   Research & Trust  |  Revenue  | FMS  |  UBCO  | 

Accounts Payable

• Journal Voucher 
  See instructions for JV.
• Journal Voucher for Air Canada Corporate Pass            
  See instructions for JV ACP.
• PO/QREQ Threshold Exemption Justification               
  See Exemption Matrix.
• Change Request to Active PO                                   
  See Supply Management for further details.
• Electronic Funds Transfer(EFT) Form                          
  See instructions for EFT
• Q-Requisition for Payment Form                        
  See instructions for QREQ
• Travel Requisition for Payment Form                     
  See instructions for TRREQ & TRREQ Checklist                   
• Department Cash/Coin Order Form
• Relocation Reimbursement Claim Form
• HST Small Supplier Status Declaration Form
• Missing Receipt Form
• FIA 3rd Party Travel paid by UBC
• AMEX direct deposit form

Number Generators

• Journal Voucher Number Generator
• Q Requisition Number Generator
• Travel Requisition Number Generator  

Budget Office

• GPO Fund Transfer Form
• GPO Planned Funding Adjustment Form
• PLNTUIT Request Form                                   
  See communication for clarification on PLNTUIT usage
• Hyperion Access Request Form                                   
  See Instructions

Financial Reporting

• Chartfield Request form                             
  See instructions for changes or additions to Account, Dept ID or Program.
• PG Request form
• PG Inactivation Form - General
• Operating Plan excel form

Management Reporting

• Hyperion Report Request Form

Payroll

Miscellaneous

• Payroll direct deposit
• Payroll direct deposit cancellation/change
• Personal data changes (incl. address changes)
• Request for information
• Request for Hourly Vacation Pay, Record of Employment
• TD1 Tax form (federal)
• TD1 Tax form (BC)

Administrative

• M&P Professional Development Fund
• CUPE 2950 Professional Development Fund
• Ergonomic Assessment Referral Form
• WorkSafe BC Form

Heath Benefits

Benefit forms are available, here.

• Newborn/Adoption Enrolment Form
• Opt out of the AMS health plans

Medical Services Plan(MSP)

• MSP Application Form
• MSP Change Form
• Cancel MSP

Extended Health

• Extended Health Claim Form, with the exception of Management & Professional

• Extended Health + HSA, Management & Professional only

• Extended Health Claim Form, Retirement and Survivor Benefits members only

• Enrol for extended health benefits

• Change your address or update your dependents

• Cancel Extended Health

Dental Plans

• Dental Claim Form, Faculty and Staff with the exception of Mangement & Professional
• Combined Dental + HSA, Management & Professional only
• Enrol for Dental Benefits
• Cancel Dental Coverage

Employee and Family Assistance

• EFAP Services

Optional Life Insurance

• Optional Life Rates

Staff Optional Life Application Forms

• Staff Optional Life Application
• Staff OPT Reduction/Cancellation

Management and Faculty Optional Life Application Forms

• M&P and Faculty Optional Life Application
• M&P and Faculty OPT Reduction/Cancellation

Beneficiary Designation

• Basic Life Beneficiary designation
• Optional Life Beneficiary designation
• Spousal Life Beneficiary designation

Income Replacement (Disability Insurance)

• CUPE 116, CUPE 2278, CUPE 2950
  Staff Application form (IRP)
• Administrative Executives (non-High Earners), Management & Professional, BCGEU Okanagan, IUOE 882, Non-union Technicians/Research Assistants, Executive Administration, BCGEU childcare
  Other Application form (DBP)
• Faculty
  Faculty Enrolment form 

UBC Administrative

Administrative forms are available, here.

• Faculty Appointment Form
• Joint Appointment Form
• Shadow Salary Appointment Form
• Leave of Absence
• Staff Appointment Form
• Student Appointment Form
• Transfer and Severance Notice
• Timesheet                                     
  See Timesheet Instructions
• Faculty Honoraria Lump Sum Form
• Staff Honoraria Lump Sum Form 

Research & Trust Accounting

• PG Inactivation Form - Research and Specific Purpose
• Tricouncil Form 300
• General Financial Statement Form
• Collaborative Financial Statement Form
• Start-up Grant Request Form
• ORS - Electronic Forms
• UILO - Forms and Templates

Revenue Accounting

• Merchant Account Request Form
• Merchant Service/Equipment Cancellation Form

FMS

• FMS nQuery Access Request Form
• FMS nQuery Security Administrator application
• FMS PeopleSoft Access Request

Other

• Request to Move Equipment  
• Equipment Register                  
  See Equipment Register Policy and Procedure

Can't find a form? Wish to add a form to this list? Contact the website administrator