Finance Forms | The University of Edinburgh

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Finance Department forms available to download, categorised by section.

Our Finance Forms are being reviewed to make them easier to fill in on-screen. Just tab through the fields and check the details are correct before sending to the recipient highlighted at the top of each form.

Some of our new finance forms also have new fields to make calculations quicker and simpler. Please refer to the following update for more information.

If you require any of the following documents in an alternative format please contact the Finance Helpline by email at finance.helpline@ed.ac.uk or by phone on 0131 651 5151. More information on accessibility can be found here: https://www.ed.ac.uk/information-services/help-consultancy/accessibility/creating-materials/altformatintro

Accounts Payable forms

Advance of Expenses - General

Advance of Expenses - Research Grants

Casual Payment Voucher

Exceptions to the Requirement to Raise Purchase Orders

Payment for non-staff / non-students expenses [Word]

Single Payment in a Tax year V4 April 2021

Cash Office forms

Bank Online Payment request

Cash List - Foreign Currency

Cheque List for Foreign Currency Cheques

Cash Payment Request form (Not for Petty Cash Imprest Reimbursements)

Direct Debit Instruction/Collection Request Form

ePay Refund Request Form

Petty Cash Imprest

Online Banking Application to make and view payments

Finance Department Staff Only

Finance Department Budget Request Form for Finance Department Staff

Finance Department Budget Request Form for Finance Department Staff (IT Kit & Software Only)

eAuthorisations Request

Financial Information, Reporting & Strategy Team (FIRST)

Committee financial template (70.19 KB Excel)

Corporate Credit Card Application (89.63 KB Word)

Finance Systems forms

Online web forms

eFinancials application form

eAuthorisations Admin Access request form

Other forms

Document Management System application form

Cost Centre request form

Job Code request form

Delegation of Financial Approval

Income Section Forms

New Customer Account Form

Insurance Office forms

All risks insurance forms

All risks claim form [PDF - 186kB]

All risks template spreadsheet -Excel - 23kB]

Household flats insurance forms

Household flats insurance claim form [Word document - 168kB]

Motor insurance forms

Motor insurance claim form [Word document - 60kB]

Property Insurance Forms

Property Insurance Claim Form [158 KB Word]

Transit insurance forms

Transit insurance claim form [PDF - 67kB]

Travel insurance forms

Medical expenses claim form [PDF document - 200kB]

Cancellation/curtailment claim form [PDF document - 200kB]

Loss of baggage or personal items claim form [PDF document - 200kB]

Work Experience

Public Liability Confirmation Letter [PDF document - 60kB]

Employers Liability Certificate [PDF document - 55kB]

Payroll forms

Ad-hoc payments form (HR100) - Casual Worker

Agreement for Intermediary Workers (Form 111)

Charities Aid Foundation form

Transport Loan Application Form

IR35/Employment Status Checks

Monthly Paid University Employees: Temporary Additional Payments form

Guaranteed Hours Guidance and Timesheet (v Feb 2021)

Overtime Claims Form (v Feb 2021)

Scholarships/Studentships (Form 98)

Studentship Payment Voucher V2 October 2020

Timesheet/Payment Instruction for a Casual Worker (Form 96a)

External Examiners Timesheet (Form 96b)

External Examiner Details (Form 95a)

Payroll Payment Request Form for Additional Hours and Fees (v Feb 2021)

Pensions forms

SBS Expression of Wishes form

SBS Registration of Dependant form

SBS Opt Out form

Pensions Enquiries webform

Procurement forms

Supplier Self-Declaration form [Word]

Recruitment forms

Interview Expense Claim Form

This article was published on 30 Jul, 2021