Foundation / Resources / Forms
Foundation Finance Information
The following links provide key resources and guidance for Foundation account administrators. These materials outline policies and procedures for managing Foundation funds, as well as contact information.
- Foundation Expense Policy
- Foundation Finance Training
- Foundation Accounts Payable Schedule
- Who to Contact for Foundation Finance Services
- Contact the Foundation Finance team
Foundation Forms and Instructions:
The forms below are provided for the convenience of Foundation account administrators. Please submit completed check requests and supporting documentation to [email protected] for processing. Confidential information should be submitted via Secure Share or OneDrive with the proper security settings selected.
To simplify the submission process, the Foundation now offers form packets that combine the required documents for each payment type.
Foundation Form Packets:
- Invoice Payment Forms Packet – Includes Check Request Form, IRS Form W-9, and Non-State Pay Form.
- Honoraria Payment Forms Packet – Includes Check Request Form, Honoraria Form, IRS Form W-9, and Non-State Pay Form.
- Student Award Forms Packet – Includes Check Request Form, Award Acceptance Form, and Award Recipient Profile Form.
- Student Emergency Assistance Forms Packet – Includes Check Request Form and Student Emergency Assistance Form.
Individual Forms:
- Check Request Form (pdf, 248.0 KB)
- Check Request Instructions (pdf, 237.0 KB)
- Award Recipient Form (pdf, 40.0 KB)
- Award Acceptance Form (pdf, 83.0 KB)
- Honoraria Form (pdf, 35.0 KB)
- IRS Form W-9 (pdf, 35.0 KB)
- Non-State Pay Form (pdf, 78.0 KB)
- Student Emergency Assistance Form (pdf, 202.0 KB)
- Alcohol Management Plan Form (pdf, 108.0 KB)
- Direct Deposit Form (pdf, 805KB)
Deposits to Foundation Accounts:
Please print the form below to make a deposit at the Foundation office. Please confirm availability with the Gift Administrator prior to visiting.
Do not use campus mail to make deposits.
- Foundation Account Deposit Form (pdf, 31.7 KB)
Foundation Account Setup / Maintenance:
Please contact the Foundation Finance Team for more information. Listed below are general guidelines for approved uses of Foundation accounts:
- Source of funds: includes contributions or grants
- Use of funds: approved academic programs or projects
- Department may need to segregate activity for efficient reporting
- Must have approval of dean or department chair
- Restricted Account Authorization Form (pdf, 259 KB)
- Authorized Signers Form (pdf, 68.7 KB)

