Financial Services Forms
You can download or visit The University of Arizona Foundation’s online forms from this page.
|Bursar Endorsement Request (UA Foundation)||This form is to be completed and attached, along with the related Gift Transmittal form or Non-Gift Transmittal form, to all checks requiring Bursar endorsement prior to deposit at the UA Foundation.|
|Charitable Event Authorization Form||
This form is required when requesting payment to a 501(c)(3) organization (must be direct payment to the organization).
|Check Request Form, Unrestricted||
This form is required to initiate a disbursement from a Foundation budget account (limited to Foundation and specified University personnel).
|Foundation Fund Transfers||Form to be completed and submitted to UAF Accounting when transferring funds from one Foundation account or project to another Foundation account or project.|
|Gift Disbursement - Scholarships to the University||This form is required to initiate a transfer of funds from a Foundation Scholarship project (i.e. 20-11-XXXX or 40-13-XXXX) to a University account.|
|Gift Disbursement - University of Arizona||This form is required to initiate a transfer of funds from the UA Foundation to the University. This form must be approved by an authorized signer on the project.|
|Request for Gift Disbursement - UA Foundation||To initiate disbursement from Foundation accounts: Restricted (Fund 20), Endowment (Fund 40), and Board Designated Restricted (Fund 21). This form must be approved by an authorized signer prior to submission.|
|Gift Transmittal Form - UA Foundation||This form is required for any UA Foundation gifts that are to be sent to the Foundation for deposit and processing within Lynx.|
|Gift Transmittal Form - University of Arizona||This form is required for any University of Arizona gifts that are to be sent to Central Gifts & Records Management for deposit and processing within Lynx.|
|Independent Contractor Agreement||This Foundation form must accompany any request for payment to individuals or unincorporated businesses for services rendered. This form is also required to reimburse moving expenses.|
|Use this form to establish a new project at the UA Foundation.|
|Non-Gift Deposit Transmittal||This form is used for non-gift funds to be deposited at the UA Foundation and for credit card refunds from UA Foundation accounts.|
|UAFDN.org Project Report Access/Removal Request||Use this form to request to add, remove, or request changes to project reporting access for the UA Foundation online accounting system.|
|Project Closure Form||
This form is required to close an existing gift project at the Foundation.
|Signature Authority Change||
Use this form to change department signature authority for disbursements from projects.
|UA President Event Request Form||This form is required when requesting the presence of the UA President at development related events|
|UAF President Event Request Form||
This form is required when requesting the presence of the UA Foundation President at development related events.