Forms

Certain links require ULink/Single-Sign On

🔗Blackboard Training Portal > Cardinal Workday Finance Toolkit > PeopleSoft to Workday Translation - Common Processes to compare PS to WD Finance

Accounting & Financial Reporting

Create Ad Hoc Banking Transaction (formerly Cash/Deposit Posting grid and log)

Journals and Accounting Adjustment (formerly Journal Voucher Form)

NEW!! Friendly Enterprise Interface Builder (EIB) Upload: opens up directly to Excel or Downloads (formerly Journal Entries and Flat File Feeds)

Petty Cash Reconciliation Log

Remit to UofL Via EFT

Sponsored Programs Cost Transfer Justification - If using a grant (sponsored program), you must send to .

Accounts Payable & Travel

Supplier Registration Request (department submits, requires ULink login)

  • All Suppliers will need to be onboarded through Workday Finance, this includes Foreign Suppliers. 

E-Gift Cards for Research Study Participants

Hotel Credit Card Authorization - send completed form to 

Relocation/House Hunting Reimbursement Form (xlsx)

Swift Prepaid Card Order

  • Prepaid card orders will be filled each Friday.  Please submit your order form by noon on Thursday of each week to have it filled by Friday of that same week.  Any orders received after 12:00pm on Thursday will be filled the following Friday.
  • Once the orders are processed each Friday, you will receive an e-mail notification that the cards are ready for pick up.
  • Please plan your card needs accordingly.
  • To ensure that there are no interruptions in receiving your order form, please submit all forms to Accounts Payable.
Wire Transfer Request Form (used for Foreign Suppliers)

Payroll Services

Foreign National Nonwage Payment Form

Non-cash Compensation Form

Overpayment Form 

Workday Manual Timesheet (xls) 

Workday HR:

City/County Tax Exemption Form 2025

Earned Income Tax Credit

Federal and State Withholding Elections QRG (W-4, K-4 Kentucky, WH-4 Indiana): WorkdayHR

Louisville Metro Occupational Tax Refund Form

Special Check/On-Demand Request Form

W-8BEN Certificate of Foreign Status of Beneficial Owner For U.S. Tax Withholding

  • Note: Where applicable, Form W-8BEN will be automatically generated if you have a record in the GLACIER Tax Compliance System.  The link to Form W-8BEN is provided here only for those individuals who are not set up in GLACIER (e.g., non-U.S. residents receiving scholarship or royalty income).  We strongly recommend, however, that all non-U.S. residents receiving payments from the University contact to have a record set up in GLACIER in order to make accurate tax withholding determinations.

Tax & Compliance

Kentucky & Other State Sales Tax Exemption Certificates

W-9 Forms and IRS Letters of Determination (UL, ULAA, ULRF)

Unrelated Business Income Tax (UBIT)

Annual Activity Questionnaire

Treasury Management & Merchant Services

Debit Authorization: contact on next steps to setup vendor for EFT debit (pulling of funds automatically).

PNC Bank Deposit Slip Order (deposit slips are free)

  • This form needs to be completed and submitted to place order for deposit slips. You will be contacted by Treasury Management when the deposit slips are received and make arrangement for pickup or campus delivery. If you have any question in completing form click  to contact Treasury Management.

Self-Assessment Questionnaire

Transmittal of Receipts

Credit Card (PCI) Merchant Services:

The Office of Finance and Administration serves all eligible faculty, staff, and students regardless of race, color, national origin, sex, disability, or age.

Budget & Financial Planning

Grawemeyer Hall
Rm LL14
Louisville, KY 40292
Controller

Phone: 502-852-6164
Service Complex
2nd Floor
Louisville, KY 40292
Accounts Payable & Travel


Service Complex
2nd Floor, Rm 212
Louisville, KY 40292
Payroll Services

Phone: 502-852-2978
Service Complex
2nd Floor, Rm 223
Louisville, KY 40292

Operations

Grawemeyer Hall
Louisville, KY 40292