Financial Forms

Cheque Requisition Form: To be used if a formal invoice was not received. Examples include: conferences, seminar and course registration fees, honorariums, payroll related items, subscriptions and membership fees. It should not be used for any regular recurring expense.

• Cheque Requisition Form

Concur Profile Request Form: To be used to request a Concur account or Concur profile updates (e.g. additional fund/org/activity code access; change of department or approver, removal of fund/org/activity code access)

• Concur Profile Request Form

Delegation of Signing Authority

• Delegation of Signing Authority

Expense Reports: Reports used to claim expenses for those without access to Concur.

• Expense and Accountable Report forms

Personal Cell Phone Reimbursement Form:  An employee can be reimbursed for the use of their personal cellphone/smartphone for Ontario Tech University business. This is at the discretion of the relevant VP and VP Administration.

• Personal Cell Phone Reimbursement Form

Vendor Direct Deposit Form

• Vendor Direct Deposit Form

Student Direct Deposit Form: For current Ontario Tech students, please login to MyOntarioTech to update banking information.

• Student Direct Deposit Form

Supplier Setup Request Form: Used to set up a new vendor.

• Supplier Setup Request Form

Wire Transfer Request Form: Used to pay international students and vendors. 

• Wire Transfer Request Form