Finance Division Forms A-Z

• Academic Activity Survey Form (XLS)
• Access Request Form for Departmental Credit Card(s) (DOC)
• Acknowledgement of Order Form (DOC)
• Advance Notification of Employee Retiring Form - Pensions (PDF)
• Advance Notification of Member Retiring Form - Pensions (PDF)
• Advance Request Form (XLS)
• Advance Request Form - Cash (XLS)
• Advance Request From - Prepaid Card (XLS)
• Advance Request for New Employee Form (DOC)
• Amending VAT Rate to Matched Invoices - FSSC (DOC)
• Application to Use Online Store Form (DOC)
• Application to Join Investment Builder Section Form - Pensions (PDF)
• Application to Withdraw from OSPS - Pensions (PDF)
• Application to withdraw from OSPS Investment Builder - Pensions (PDF)
• Asset Disposal and Amendment Form (XLS)
• Authorisation for Relocation Allowance Form   (XLS)

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• Bank Account Letter for New Employee Form (DOC)
• Banking and Miscellaneous Cash Form (XLS)
• Banking Enclosure Slip Form (DOC)
• Barclaycard Application Form (DOC)
• Barclaycard Transaction Template Form (XLS)
• BPP Courses Application Form   (DOC)
• Buildings & Contents Claim Form (DOC)

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• Cancellation Claim Form - Insurance (PDF)
• Card Authorisation Form (PDF)
• Card Receipts Form (XLS)
• Cash Received Log Form (XLS)
• Casual Worker New Starter Data Collection Form (DOC)
• Catalogue Bulk Upload Template Form - Purchasing (XLS) 
• Change in Hours Form - Pensions (DOC)
• Change of Contribution Tier for Investment Builder Member - Pensions (PDF)
• Change of Cost Plan for Current Member Form - Pensions (DOC)
• Change of Address or Bank Details Form - Pensions (DOC)
• Change or Verification of Personal Details Form - Pensions (DOC)
• Change Request Form (Cashiers) (XLS)
• Checklist For Legal Entity Form (DOC)
• Cheques Only Banking Form (XLS)
• Cleaning Analysis Template Form (XLS)
• Cleaning Award Letter Form - Purchasing (DOC)
• Cleaning Financials Template Form - Purchasing (XLS)
• Cleaning Rejection Letter Form - Purchasing (DOC)
• Completing Petty Cash Reimbursement Form (DOC)
• Confirmation of Member Retiring Form - Pensions (PDF)
• Cost Centre Change Form - Oracle Financials (XLS)
• Cost Centre Change Parent Form - Oracle Financials (XLS)
• Cost Centre New Form - Oracle Financials (R12) (XLS)
• Customer Declaration as an Eligible Body Form - VAT (PDF)
• Cvent Set Up Request Form (HTML)

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• Death in Preservation (Lump Sum Disposal) Form - Pensions (PDF)
• Death in Service Form (Confirmation of) - Pensions (PDF)
• Death in Service Nomination Form - Pensions (PDF)
• Declaration of No Financial or Business Interests Form (DOC)
• Delegation of Authority Register Template Form (XLS)
• Departmental Checklist & Compliance Return Form 2018/19 (XLS)
• Departmental P11D Return Form 2018/19  (DOC)
• Departmental P11D Return 2018/19 NOTHING TO DECLARE Form  (DOC)
• Departmental Project Customer Set Up Form (XLS)
• Departmental Asset Stewardship Confirmation Form (DOC)
• Departmental Equipment Listing Form (XLS)
• Departmental Project Customer Set-up Form (XLS)
• Departmental Tender Process Checklist (£25,000 - £100,000)  (DOC)
• Disposal of Death in Retirement Benefits Form - Pensions (PDF)
• Donations Banking Form (XLS)
• DPF1 - Departmental Project Set Up Form (XLSX)
• DPF2 - Departmental Project Adjustment Form (XLSX)

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• Eligible Body Declaration by the University Form (DOC)
• Event Booking Form   (DOC)
• Expenses Claim Form (XLS)
  • How to Complete an Expenses Claim Form (PDF)

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There are no forms in this section.

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• HMRC Form P85 (Leaving the UK)

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• Insurance - Cancellation Claim Form (PDF)
• Internal Trade Recharge Form   (XLS)
• Interpreters Booking Form (DOC)
• Intrastat Arrivals Form (DOC)
• Investment Builder Calculator Form - Pensions (XLS)
• Investment Builder Choice Form (New Joiners) - Pensions (DOC)

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• Joiner Template for Colleges Form - Pensions (XLS)

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There are no forms in this section.

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• (11i) Legacy Access New/Reactivate User Form (XLS)
• Location Code Request Form (XLS)

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• Medical Expenses Claim Form - Insurance (PDF)
• Monthly Departmental Vehical Hire Insurance Return Form (XLS)
• Motor Vehicle Amendment Form (DOC)

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• Natural Account Change Form - Oracle Financials (R12) (XLS)
• Natural Account New Form - Oracle Financials (R12) (XLS)
• New Department Request Form - Oracle Financials (R12) (XLS)
• New Employee Bank Account Form (Letter) (DOC)
• New Supplier (Non-Requisition) Request Form (XLS)
• Notification of Absence Form - Pensions (PDF)
• Notification of Maternity Leave Form (DOC)
• Notification of Member Leaving Employment Form - Pensions (DOC)
• Notification of Ordinary Paternity Leave Form (DOC)

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• Online Store Item Request Form (XLS)
• Oracle Financials - 11i Form (XLS)
• Oracle Financials Cost Centre Change Form (XLS)
• Oracle Financials (R12) Cost Centre New Form (XLS)
• Oracle Financials Cost Centre Change Parent Form (XLS)
• Oracle Financials (R12) Natural Account Change Form (XLS)
• Oracle Financials (R12) Natural Account New Form (XLS)
• Oracle Financials (R12) New Department Request Form (XLS)
• Oracle Financials (R12) Payroll Cost Allocation Form (XLS)
• Oracle Financials (R12) Source of Funds Change Form (XLS)
• Oracle Financials (R12) Source of Funds Change Parent Form (XLS)
• Oracle Financials (R12) Source of Funds New Form (XLS)
• OSPS Application Form (PDF)
• Overtime Form (XLS)
• Overtime Payment Submission Form - Pensions (Printable) (XLS)

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• P11D Return 2019/20  (DOC)
  • P11D Appendices  (DOC)
• P11D Return 2019/20 NOTHING TO DECLARE  (DOC)
• PAYE Settlement Agreement (Staff Entertaining) Form (DOC)
• Payment Request Form (XLS)
• Payroll Cost Allocation Form - Oracle Financials (R12) (XLS)
• Pension Cash Supplement Opt-out Form (USS/NHSPS) (PDF)
• Pension Scheme: Options for Leaving Form (PDF)
• Petty Cash Float Request Form (DOC)
• Petty Cash Reimbursement Form (XLS)
• Personal Effects Claim Form - Insurance (PDF)
• Policy, Document Retention (PDF)
• Prepaid Card Regulations and Application Form (DOC)
• Project Expenditure Approval (PEA) Form (XLS)
• Projects Prepayment Form 2018/19   (XLS)
• PSN Framework Order Form   (XLS)

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There are no forms in this section.

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• Recurring Invoice Payment Request Form (XLS)
• Registration of Potential Dependants Form - Pensions (DOC)
• Reimbursement of Travel Expenses Form (XLS)
• Reimbursement of Removal Expenses Form (XLS)
• Reimbursement of Professional Fees Form (XLS)
• Relocation Professional Fees Form (XLS)
• Relocation Travel Expenses Form (XLS)
• Relocation Removal Form (XLS)
• Request for Alternative Online Payments Form (DOC)
• Request for Proposal Form   (DOC)
• Request for Quotation (RFQ) Form - Under £25k   (DOC)
• Research Pre-Award Form   (XLS)
• Risk Management Bid Form - Insurance (DOC)

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• Sage User Access Form (XLS)
• Salary Exchange Opt-in Form (PDF)
• Salary Exchange Opt-out Form (PDF)
• Small Works Contract Planned Order Form - Purchasing (DOC)
• Source of Funds Change Form - Oracle Financials (R12) (XLS)
• Source of Funds Change Parent Form - Oracle Financials (R12) (XLS)
• Source of Funds New Form - Oracle Financials (R12) (XLS)
• Supplier Amendment Form (XLS)
• Supplier Questionnaire Form  (DOC)
• Supplier Suitability Checklist  (DOC)
• Supply of Goods and Services Agreement   (Short Form) (DOC)
• Supply of Non-Consultancy Services to the Univeersity Agreement Form    (DOC)
• Support Staff Development Request Form    (DOC) 

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• Tax Clearance - Longer Term (Double Taxation) Form  (DOC)
• Tax Clearance - Short Term Visiting Academic Form (DOC)
• Tender Exemption Form  (DOC)
• Tender Exemption Guidance Notes  (DOC)
• Transfer Inquiry for OSPS Investment Builder Form - Pensions (PDF)
• Translation Booking Form (DOC)
• Travel Insurance Application Form (DOC)
• TUPE Information Request Form (XLS)

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• Unoccupied Buildings Insurance Procedure & Notification Form (DOC)

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• VAT Error Report Form   (XLS)
• Vehicle Claim Form (DOC)
• Vodafone Order Form   (DOC)

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• W-8EXP Form (Certificate of Foreign Government/Org for US Tax Withholding & Reporting)   (PDF)

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There are no forms in this section.

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Year-end sign-off (YE01)

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There are no forms in this section.

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