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 - 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.|
|New Project Request Form||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.|
|Online Access / Removal Request||Use this form to request changes to User Access for the UA Foundation online accounting system. This form should be used to establish New Users, make changes to Existing Users, as well as removing all access for an Existing User.|
|Project Closure Form||
This form is required to close an existing gift project at the Foundation.
|Signature Authority Change||
Form to be used to change the signature authorities on a project.
|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.