UNIVERSITY OF WISCONSIN-MADISON

 

 
 
   

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Check Action Form
  Form to request proof of payment, cancelled draft, or to stop payment of non-payroll checks. 
 
COE Deposit Request Form
  Completed by person handling checks collected to verify amounts and indicate fund receiving deposit. Route to COE Business Services, 2630 Engr. Hall. 
 
Cost Transfer Request - Non Salary (web system)
  Web system for generating a pre-filled Cost Transfer Request form. Requires a NetID and password. Tutorial is available at https://coetools.engr.wisc.edu/PT_tutorial.doc. (Tutorial does not require a login.) 
 
Direct Payment (Payment Request web system)
  Web system for generating a pre-filled Direct Payment Request form. Requires a NetID and password. Tutorial available at https://coetools.engr.wisc.edu/pay_request_tutorial/Payment_Request_Description.doc. (Tutorial does not require a login.) 
 
Emergency Transaction Request
  Required to be attached to all "emergency" requisitions. Hand deliver to COE Business Services, 2630 Engr Hall unless your department has been delegated by COE to approve.. 
 
Equipment Transfer/Sale Authorization Form
  Form to be completed whenever a Department has received a request to transfer or sell UW owned equipment. Route completed forms to your Dept Administrator, or COE Business Services, 2630 Engr Hall., 2703 Engr. Hall. 
 
Hosting UW Events Forms
  Required to support and document using UW administered funds to cover food or break costs associated with any UW sponsored event. Attach to any transaction before routing on for processing. 
 
IRS Form 8233
  Form used to exempt service payments from withholding tax. Dependent on existence of tax treaty between visitor's home country and US. Forms on file with UW for 1 year. 
 
IRS Form W7
  Form used to obtain Taxpayer ID #'s (ITIN) for foreign visitors/students receiving payments from UW that are reportable to the IRS. 
 
IRS W-8 BEN Certification Of Foreign Status Of Beneficial Owner For U.S. Tax Withholding
  Form used to exempt scholarship or support payments from withholding tax. Dependent on existence of tax treaty between visitor's home country and U.S. Forms on file with UW up to 3 years. 
 
IRS W9-Request For Taxpayers Identification Number And Certification
  Required for UW to process payments to individuals or vendors. 
 
Justification For Unauthorized Purchase
  Required to be attached to requisitions paying invoices for more than $5000. Forms must be completed in detail and approved before routing to the COE Business Services, 2630 Engr Hall. 
 
Refund Of Receipts/Sales Credits Form
  Form used to refund checks deposited. Route to COE Business Services, 2630 Engr Hall. 
 
Telephone Funding Change Request Form
  Form to complete and return to COE Business Services, 2630 Engr Hall, to request telephone funding changes 
 
Vendor Refund Form
  Form to be completed to account for refunds received from vendors. Preparers use WISDM to identify voucher number of original payment. Route completed forms and checks to COE Business Services, 2630 Engr Hall. 
 
WISDM Authorization Form
  Used by College of Engineering employees to request authorization for WISDM (Web Financial Login) system. Route to COE Business Services, 2630 Engineering Hall.