Forms | Procurement | The University of Texas at Dallas
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Forms

Departmental Forms

Accounts Payable

Form

Description

Authorization for Professional Services (AFPS)

All independent contractor requisitions are submitted in eProcurement.

W-8BEN: Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding

Request this form from a foreign individual to whom you will be making a payment that could be subject to withholding.  Submit form W-8BEN whether or not the individual is claiming a reduced rate of, or exemption from, withholding.

Instructions for Form W-8BEN

Instructions for Form W-8BEN

W-8BEN-E: Certificate of Status of Beneficial Owner for United States Tax Withholding and Reporting (Entities

Request this form from a foreign entity to whom you will be making a withhold-able payment.

Instructions for Form W-8BEN-E

Instructions for Form W-8BEN-E

Purchasing

Form

Description

Certificate of Insurance Example

See this document for an example of a Certificate of Liability Insurance.

Certificate of Insurance Guidelines

Purchasing must have a current Certificate of Liability Insurance for any company or contractor doing work on the UT Dallas campus. See this document for additional information.

Exclusive Acquisition Justification Form

State of Texas law and UT Dallas policy required competitive bidding for procurements over $15,000. Submit the completed form to Purchasing at purchasing@utdallas.edu.

Request for Formal Solicitation

Use this form to start the process of purchasing goods or services greater than $50,000.

UT Dallas Sales Tax Exemption Form

Proof of UT Dallas sales tax exemption.

Vendor Performance Form

To note with Purchasing about goods and services purchased by the University. Email completed form to purchasing@utdallas.edu.

One Card

Form

Description

Dispute Form

If a cardholder finds an incorrect or unrecognizable transaction and a resolution cannot be handled with the vendor, please complete this form and fax it to the CITI Bank contact listed on the dispute document.

Lost or Non Itemized Receipt

To be submitted in lieu of missing receipt with monthly cardholder activity reports.

One Card Application Form

Use this form to apply for a University One Card. Completed forms can be emailed to onecard@utdallas.edu.

One Card Exception Form

Use this form to request a transaction limit or restricted purchase exception.

Travel Management

Form

Description

Domestic Meals and Lodging Rates for individual travelers

External link to GSA allowance for domestic travel.

Fly America Act Justification Form

Must be completed by traveler to justify use of a foreign flag air carrier for any part of foreign travel.

Fly America Act Waiver Checklist

Use this form to assist in determining qualification for a waiver of the restrictions of the Fly America Act.

Foreign Currency Converter

External link to aid in completion of a reimbursement request when converting foreign currency to US dollars.

Foreign GSA Allowance

External link to GSA allowance for foreign travel..

Hotel Direct Bill Request

Use this form to request direct billing from a local hotel. Please note that only hotels on the Hotel Reference Sheet have direct billing capability.

Hotel Reference Sheet

Local hotel information including direct bill capability, special rates, and contact information.

Hotel Tax Exemption Certificate

Complete this form and give to your hotel to claim State of Texas tax exemption.

Hotel Tax Exemption Proof

A supplementary form to accompany the Hotel Sales Tax Exemption Certificate.

Indemnification/Release Form for Adult Travelers (Domestic)

Must be completed by any student over the age of 18 traveling to a domestic destination on behalf of the university.

Indemnification/Release form for Adult Travelers (Foreign)

Must be completed by any student over the age of 18 traveling to a foreign destination on behalf of the university.

Indemnification/Release Form for Minor Travelers (Domestic)

Must be completed by any student minors under the age of 18 traveling to a domestic destination on behalf of the university.

Indemnification/Release Form for Minor Travelers (Foreign)

Must be completed by any student minors under the age of 18 traveling to a foreign destination on behalf of the university.

Lost or Non Itemized Receipt

To be submitted in lieu of missing receipt with a reimbursement request.

Medical Information/Release Form for Adult Travelers

Must be completed by any student over the age of 18 prior to travel.

Medical Information/Release Form for Minor Travelers

Must be completed by any student under the age of 18 prior to travel.

International Travel Authorization for Faculty and Staff

This form must be completed prior to travel to a foreign country and routed through necessary approval workflow.

Student/Team/Group Domestic Travel Authorization (Exhibit B14-D)

Must be completed by the group sponsor prior to domestic travel.

Student/Team/Group Foreign Travel Authorization (Exhibit B14-F)

Must be completed by the group sponsor prior to foreign travel.

Team/Group Disbursement Register

May be completed by a group sponsor for meal disbursements.

Travel Advance Card Affidavit

Must be completed upon pick up of any travel advance.

Travel Funds Advance Request

Most travelers will use their personal credit cards to incur expenses and will file for a reimbursement after completion of travel. On occasion, a traveler may request a travel advance. The typical form of a travel advance is a prepaid credit card with a specific balance and time frame for use. In order to request a travel advance, please complete the Travel Funds Advance Request and Travel Authorization forms.

Make sure to submit your request to onecard@utdallas.edu no later than 10 days before travel.

Travel Authorization Form

In order to centrally bill or request reimbursement, the Travel Authorization Form must be completed prior to coordinating travel for employees, prospective employees or students.

Travel Authorization Instructions

Use to aid in completion of the Travel Authorization form.

Travel Voucher

Use this form to request reimbursement for out-of-pocket expenses incurred during university related travel.

Travel Voucher Instructions Instructions to aid in completion of the Travel Voucher.

Vendor Maintenance

Form

Description

New Vendor Set-up

The W-9 and Direct Deposit combined form should be completed for all new vendors and submitted to vendors@utdallas.edu.