Policies, Procedures, and Forms
Application for Department Number Form (OU-230-C) (pdf)To set up a new Department Number or change an existing one.
Management Control Self Review (doc)Departmental questionnaire dealing with general topics, Cash Receipts, Purchases/Disbursements, Personnel/Payroll, Petty Cash, Change Funds, Travel, and Equipment Inventory.
Employee Expense Reimbursement form (xls)Must accompany any request for expense reimbursement more than 120 days after the event.
Food and Beverage Expense Certificate Form (xls)Must accompany all invoices for meals, receptions, banquets, or coffee which are to be charged to a University account other than the Provost Area.
Request for Approval to Obtain Advanced Funds from the OU Foundation (xls)Agreement for all approved requests to Grant departments between the University and the OU Foundation.
Request for Short Term Pooled Investment Fund (xls)Request to participate in short-term investment pool.
For additional information relating to Independent Contractors please visit the OU HR site.
Lost Receipt Form (pdf)Use this form for lost receipts needed for paper travel claims or miscellaneous reimbursements. This form cannot be used for hotel, rental cars, registration or airfare.
Student Payments
Third Party Payments
Request for Postage (doc)Request for the purchase of postage for a postage meter or the purchase of postage stamps.
Refund Request Form (pdf)This form must be used for refunding money that has been paid to the University for fees, tickets, classes, etc. This form should not be used for reimbursement requests or Student Accounts Receivable refunds.
Transfer Authorization Form (doc)Request for transfers between Auxiliary Enterprises and Services Units.
| From | Rate |
|---|---|
| State CY20 | $0.575 |
| Grants CY20 | $0.575 |
| State CY19 | $0.50 |
| Grants CY19 | $0.58 |
Email your request for The University of Oklahoma W-9 to fss@ou.edu with the Subject line "W-9 Request"
