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Policies, Procedures, and Forms

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Policies, Procedures, and Forms

xls Employee Expense Reimbursement form (xls)
Must accompany any request for expense reimbursement more than 120 days after the event.
xls 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.
xls 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.
xls Request for Short Term Pooled Investment Fund (xls)
Request to participate in short-term investment pool.
doc Loan Authorization Form (doc)
Request for loans to Auxiliary Enterprises or Services Units.

For additional information relating to Independent Contractors please visit the OU HR site

pdf 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.
doc Request for Postage (doc)
Request for the purchase of postage for a postage meter or the purchase of postage stamps.
doc Monthly Reconciliation of Postage Stamps (doc)
Record of stamps issued, used, and on hand.
pdf 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.
doc Transfer Authorization Form (doc)
Request for transfers between Auxiliary Enterprises and Services Units.
xls Transfer Form (xls)
For transferring revenues or expenses, except payroll, between departments.

Email your request for The University of Oklahoma W-9 to with the Subject line "W-9 Request"