Forms Library

Form Titlesort descending Purpose Last Updated
Cost Transfer Documentation Template

To assist departments in meeting documentation requirements for cost transfers.

Financial Inquiry Application

The FIA is a shorter alternative to the Financial Systems Security Application (FSSA) and offers users a faster and easier way to apply for inquiry only access or to change ChartField reporting access.  An ideal form for Faculty or PIs requiring only limited review of their financial data.  Note: Users do not need to fill out both an FSSA and an FIA - all reporting inquiry roles can be applied for on the FSSA.

Identity Theft Prevention Program Initial Red Flag Incident Report

As part of the University wide Identity Theft Prevention program, this form is required for anyone seeking to report a Red Flags. The form should be used by anyone at the University in a position to identify, detect, and respond to patterns, practices, or specific activities that could indicate identity theft, including:

  • All employees who work with personally identifying information and have access to “covered accounts”
  • Student Enrollment staff
  • CUMC Privacy Officer and staff
  • Human Resources staff
  • Staff with covered accounts related to Real Estate or Facilities
  • Staff with oversight of Service Providers
  • Deans, Department Chairs, Directors of Institutes, Centers, and other University units
  • Departmental Administrators and other Departmental staff
  • Office of the General Counsel staff
  • Office of Executive Vice President For Finance Organization
PI Quarterly Review Documentation Template

To assist PI’s and Departments with the documentation of quarterly financial monitoring.

Rate Development and License Application

Service (Recharge) center rate documentation.

Rate Development and License Application (Multi)

Service (Recharge) center rate documentation.



Recharge Center License Application (IDI Restricted Funds License)

To be used for billing product/service provided to a Restricted Account

Unrelated Business Income Questionnaire

This checklist is the first step in order to ascertain whether your area conducts any activities that may be considered taxable.