Internal Administration
(Business Office only)

Business Office: Forms

If you have any questions about the use of a business form, please contact Kirk McCune at x41694

Purchasing Forms	Reimbursement Forms	Miscellaneous Forms
PALCard Requisition Purchase Request Corporate Card Application	Professional Activities Reimbursement Mileage Reimbursement for Personal Vehicle Use Approval for Repeated Mileage Claims Travel Reimbursement for Non-Employees Business Meetings and Entertainment Form Miscellaneous Reimbursement/Payment Request	Alcohol Permit Approved Caterer List Deposit Advice Educational Assistance Tax Determination Traveler Insurance Form

Purpose

Forms

Professional Activities Reimbursement Form (for Library Employees) - to obtain advances and/or reimbursements from professional development activities travel expenses (airfare, hotel, registration fee, taxi/shuttle, mileage, meals, etc.)
Mileage Reimbursement for Personal Vehicle Use - to request mileage reimbursement ONLY
Approval for Repeated Mileage Claims - to obtain authorization to submit ongoing mileage claims (e.g., multiple trips to Grunigen Medical Library, etc.)
Travel Reimbursement Form (for Non-Employees: visitors, recruitment candidates, etc.) - for non-professional development business-related travel expenses (airfare, hotel, registration fee, taxi/shuttle, mileage, meals, etc.)
Traveler Insurance Form - to obtain insurance coverage while traveling out-of-state on University business

Food and Beverages

Business Meetings and Entertainment Form - to obtain reimbursement from purchases with Corporate Card or personal funds, or a direct payment to vendor for business meetings and events involving food and beverages

PALCard Requisition Form - to be completed by PALCard holder to document PALCard purchases (<$2500)
Purchase Request Form - to obtain authorization and submit purchase request for items not allowed to be paid via PALCard or Corporate Card (e.g., computers, furniture, items exceeding $2500, etc)
Miscellaneous Reimbursement/Payment Request Form - It is generally recommended that supplies and tangible items be purchased with PALCard or Purchase Request. However, small purchases can be reimbursed (<$500) and some purchases that are not allowed on PALCard (i.e gifts) must be paid on Corporate Card or with personal funds, which are then reimbursed. (Refer to Purchasing Policies)

- to obtain reimbursement for non-food/beverage items (supplies, subscriptions, honoraria, books, materials, etc.)

* for meetings or events involving food/beverages, use the Reimbursement for Entertainment Form

Corporate Card

Tax Form for Education Reimbursement

Employee Educational Assistance Tax Determination Form - to be completed by employee requesting reimbursement for educational tuition. This must be submitted with the Professional Activities Reimbursement Form

Deposits

Deposit Advice Form - to be completed when depositing monies into a Library account. Please consult the Business Office when using this form.

Gift Donations to the Library

Gift Transmittal Form - when receiving funds designated as a gift or donation, the Library Development department should be notified. All gifts should be made payable to "UCI Foundation". Please consult the Business Office if you need to use this form.

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