Financial Services > Forms

Forms

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Form Name	Description
General Finance
Account Code List	A list of frequently used accounts
	To request a transfer of funds between accounts
	To request the setup or modification of an activity code.
	Setup or request a change to the spending authority on new and existing accounts
Accounts Payable
‌‌Advance Requisition Form	To request an advance
Cheque Requisition	To request cheques (both individual and companies)
Declaration of Lost Receipt	If a receipt has been misplaced, please utilize this form. This form must be authorized by the Signing Authority before submission
Employee/Independent Contractor Checklist	‌Please complete before the Provision of Services contract form
‌Expense Claim Form	To claim expenses (mileage, meals, travel) *Please note: The expense claim form must be downloaded from Chrome in order for the formulas to work. Formulas will not work in Chrome pdf preview. Alternatively, please use Firefox.
‌‌Honorarium Request Form	To request an Honorarium. See Honorarium Guidelines.
Petty Cash	To replenish petty cash funds
Service Agreement (Provision of Service Agreement)	Contact Legal at Legal@ufv.ca
Vendor Direct Deposit Application	For vendors to use to setup direct deposit of payments from 51污漫
Purchasing Card
	To apply for a 51污漫 Scotiabank Visa Card
Cardholder Agreement	To be signed after reading through the PCard Handbook.
	To apply for a credit limit change (permanent or temporary), cancel a PCard, change approvers or reviewer(s) on a PCard
Accounts Receivable
	To verify your cash float (.xls)
	To request a payment be applied to a student account from your department
	To deposit any/all funds into a particular account
	To request the setup or modification of a detail code
	To request an invoice to an outside agency/company
	To request a chargeback for pre-approved services and/or supplies
Sponsorship Billing Authorization Form	To request an outside agency be billed directly for a student's tuition and other fees

Payroll
Payroll Schedule	Current payroll schedule for timesheet employees
WTE Payroll Schedule	Current payroll schedule for employee using Web Time Entry
Payroll Timesheet‌	For faculty, staff and work study
Employee Direct Deposit Form	To authorize or change direct deposit information
‌鈥孭ayroll Deduction Form	To donate to UFV via payroll deduction
Directed Independent Studies	To process Directed Independent Studies payments through 51污漫 Payroll.

Tax forms
TD1 Form鈥� (2026)	Personal Tax Credits Return Form
TD1BC Form (2026)	BC Personal Tax Credits Return Form
Status Indian Tax Exemption Guidelines	Status Indian Tax Exemption Guidelines
Status Indian Tax Exemption Claim Form	Status Indian Tax Exemption Claim Form
Please contact the payroll department at payroll@ufv.ca if you have any questions.