Forms

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Form Name	Description
General Finance
Account Code List	A list of frequently used accounts
Account Transfer	To request a transfer of funds between accounts
Activity Code Request	To request the setup or modification of an activity code.
Spending Authority	Setup or request a change to the spending authority on new and existing accounts
Accounts Payable
‌‌Advance Requisition Form	To request an advance
Cheque Requisition	To request cheques (both individual and companies)
Declaration of Lost Receipt	If a receipt has been misplaced, please utilize this form. This form must be authorized by the Signing Authority before submission
Employee/Independent Contractor Checklist	‌Please complete before the Provision of Services contract form
‌Expense Claim Form	To claim expenses (mileage, meals, travel) *Please note: The expense claim form must be downloaded from Chrome in order for the formulas to work. Formulas will not work in Chrome pdf preview. Alternatively, please use Firefox.
‌‌Honorarium Request Form	To request an Honorarium. See Honorarium Guidelines.
Petty Cash	To replenish petty cash funds
Service Agreement (Provision of Service Agreement)	Contact Legal at Legal@ufv.ca
Vendor Direct Deposit Application	For vendors to use to setup direct deposit of payments from UFV
Purchasing Card
Scotiabank Visa Application	To apply for a UFV Scotiabank Visa Card
Cardholder Agreement	To be signed after reading through the PCard Handbook.
Pcard Change	To apply for a credit limit change (permanent or temporary), cancel a PCard, change approvers or reviewer(s) on a PCard
Accounts Receivable
Cash Float	To verify your cash float (.xls)
Department Tuition Waiver	To request a payment be applied to a student account from your department
Deposit Submission	To deposit any/all funds into a particular account
Detail Code Request	To request the setup or modification of a detail code
Invoice Request	To request an invoice to an outside agency/company
Month End Chargebacks	To request a chargeback for pre-approved services and/or supplies
Sponsorship Billing Authorization Form	To request an outside agency be billed directly for a student's tuition and other fees

Payroll
Payroll Schedule	Current payroll schedule for timesheet employees
WTE Payroll Schedule	Current payroll schedule for employee using Web Time Entry
Payroll Timesheet‌	For faculty, staff and work study
Employee Direct Deposit Form	To authorize or change direct deposit information
‌‌Payroll Deduction Form	To donate to UFV via payroll deduction
Directed Independent Studies	To process Directed Independent Studies payments through UFV Payroll.

Tax forms
TD1 Form‌ (2025)	Personal Tax Credits Return Form
TD1BC Form (2025)	BC Personal Tax Credits Return Form
Status Indian Tax Exemption Guidelines	Status Indian Tax Exemption Guidelines
Status Indian Tax Exemption Claim Form	Status Indian Tax Exemption Claim Form
Please contact the payroll department at payroll@ufv.ca if you have any questions.