Forms

Before filling out a form, follow the steps below:

• Download and Save the form to your computer. This will ensure that no data is lost.

• Open the saved form.

• Fill in and Sign the form.

• Save the completed form.

System Access Forms  

• FIS Authorization Form
• Access to Banfeed
• Banner AR (Accounts Receivable) Authorization
• FIS Data Warehouse request
• JE16 Authorization Form
• Request/Renew a McGill ID for External Users

Restricted Expense Payment Services Forms

This page is restricted to members of McGill University.

To access the content, please sign in with your McGill Username and Password.

Once you are signed in, the restricted content will display:

• AMEX Corporate Card Application Form
• Payment Request Form
• PCard Application
• Visitor Claimant Signature Form
• Wire Transfer Request Form

Other Expense Payment Services Forms  

• Airfare FOAPAL Authorization Form
• Delegate Temporary Signing Authority
• Purchase Order (PO) Liquidation Request Form
• Reviewer Authorization

FOAPAL Related Forms  

• Letter of Guarantee
• Naming a Delegate as Unit Head (Acting)
• Request a new Activity code
• Request for a new Fund
• Request a new Location/MMP Shipping Address

Finance AR and Banking Related Forms  

• Finance AR Billing Questionnaire
• Request for Invoice
• Submit New / Revised Quotation, Purchase Order, Contract/Agreement >= $10K
  
  Please submit a ticket via the Finance Service Desk Portal
• Finance AR Quotation Template
• Sales Tax Assessment Questionnaire
• Merchant Questionnaire
• Request for New Address Sequence
  
  Please submit a ticket via the Finance Service Desk Portal
• Request to Update Existing Detail Code
  
  Please submit a ticket via the Finance Service Desk Portal
• Request to Attach Back-Up to an Invoice
  
  Please submit a ticket via the Finance Service Desk Portal