Please ensure you have the most recent version of installed.
Instructions on using Adobe Sign are available from Queen's IT Services.
All forms are accessed and completed using Adobe Reader. Users can save and/or reuse a partially or fully completed form. If you are experiencing difficulties viewing the forms please view the Windows 8 Reader Issue document (PDF, 180 KB)
Tips for using Financial Services forms:
- Use Internet Explorer
- If form doesn't open, right click on the link, select Save Target As, save the file to your computer, open Adobe Reader, open file in Adobe
- If alerted by Pop-up in browser to enable Plug-in, click Enable link
- Following this, if you are still experiencing problems, please contact the IT Support Desk ext. 36666.
| Form Name | Form Focus |
|---|---|
| Agency Fund - Credit Note Template (XLS, 39 KB) | Agency Fund Credit Note Template |
| Agency Fund - Invoice Template (XLS, 40KB) | Agency Fund Invoice Template |
| Authorization of Off Campus use of Equipment (PDF, 2.4 MB) | Approval to Remove University Assets from Queen's Campus |
| Authorization for Transfer of Research Funded Assets (PDF, 601 KB) | Approval to Transfer Research Funded Assets |
| ChartField Request (PDF, 1.1 MB) | Create, Modify, Delete a ChartField |
| Debit/Credit Card Facility - Change (PDF, 574 KB) | Change Notification for a Debit/Credit Card Facility |
| Debit/Credit Card Facility - Close (PDF, 565 KB) | Close Notification for a Debit/Credit Card Facility |
| Debit/Credit Card Facility Requisition - Online (PDF, 660 KB) | Departmental Requisition for a new Debit/Credit Card Facility |
| Debit/Credit Card Facility Requisition - PIN Pad (PDF, 855 KB) | Department Requisition for a new Debit/Credit Card Facility PIN pad |
| Deposit Transmittal (PDF, 942 KB) | Deposits Delivered to and Processed by Financial Services |
| ERS - Approver Change Form (PDF, 571 KB) | Use to add/remove one approver to the Expense Reimbursement System (ERS) |
| ERS - Cash Advance Return Receipt (PDF, 888 KB) |
Expense Reimbursement System |
| ERS - Payments to Indigenous Elders Participant Form (PDF, 86KB) | Expense Reimbursement System |
| Expense Reimbursement Form (PDF, 311 KB) | Expense Reimbursement Form for non ERS users |
| NEW - Access to GL Financial Reporting, Journal Entry, and Purchasing Roles | |
| Funding for Research Projects (PDF, 133 KB) | Loan or Contribution for Research Projects |
| General Ledger (GL) - Journal Entry (PDF, 1 MB) | Journal Entry |
| Internal Loan Application (PDF, 711 KB) | Application for an Internal Loan Internal Loans Policy |
| New Customer and Update Request Template (xls, 27KB) | Accounts Receivable |
| Overdraft Request - Research Project (PDF, 52 KB) | Research |
| Payroll - Additional/One-Time Payment Request (PDF, 2.78 MB) | Payroll |
| Payroll - Direct Deposit Authorization (PDF, 181 KB) | Payroll |
| Payroll - Independent Contractor Questionnaire (ICQ) (XLS, 72.6 KB) | Payroll |
| Payroll - Record of Employment Request Instructions (PDF, 79 KB) | Payroll |
| Payroll - Record of Employment Request Form (PDF, 53 KB) | Payroll |
| Payroll - Tax Slip Copy Request (PDF, 327 KB) | Payroll |
| (PDF, 39.4 KB) | Payroll |
| - Open in Internet Explorer (PDF, 154.7 KB) | Payroll |
| (PDF, 33 KB) | Payroll |
| - Open in Internet Explorer (PDF, 169.4 KB) | Payroll |
| (PDF, 40KB) | Payroll |
| (PDF, 177KB) | Payroll |
| Petty Cash Account Application (PDF, 562 KB) | Establish a petty cash account |
| Request for U.S. Fixed Exchange Rate/Forward Exchange Contract (PDF, 209 KB) | U.S. Fixed Exchange Rate / Forward Exchange Contract Request |
| Request to Transfer Funds to Endowment Capital (PDF, 116 KB) | Transfer Internal Funds to Endowment Capital |
| Request to Transfer Funds to Major Capital Projects (PDF, 224 KB) | Transfers to/from Department/Faculty carry forward balances related to Major Capital Projects |
| Research Project Signing Authority and Systems Access (PDF, 360 KB) | Signing Authority & Research Reports Access - Research Funds |
| Stop Payment Request (PDF, 937 KB) | Stop Payments |
| Subrecipient Audit Certification and Questionnaire (PDF, 2 MB) | Certification and Questionnaire |
| Travel Advance Form (PDF, 318 KB) | Travel Advance Form After May 1/20 |
| Travel Policy Exception (PDF, 1.37 MB) | Travel Policy Receipt Exception - Research Only |
| Wire Transfer (PDF, 312 KB) | Wire Transfer Information Form |