{"id":1314,"date":"2024-06-21T12:36:11","date_gmt":"2024-06-21T16:36:11","guid":{"rendered":"https:\/\/umaine.edu\/obbs\/?page_id=1314"},"modified":"2025-10-08T09:16:28","modified_gmt":"2025-10-08T13:16:28","slug":"financial-forms-resources","status":"publish","type":"page","link":"https:\/\/umaine.edu\/finance\/financial-forms-resources\/","title":{"rendered":"Financial Forms &amp; Resources"},"content":{"rendered":"<style>.kb-row-layout-wrap.wp-block-kadence-rowlayout.kb-row-layout-id1314_0aeead-e4{margin-top:0px;margin-bottom:30px;}.kb-row-layout-id1314_0aeead-e4 > .kt-row-column-wrap{align-content:start;}:where(.kb-row-layout-id1314_0aeead-e4 > .kt-row-column-wrap) > .wp-block-kadence-column{justify-content:start;}.kb-row-layout-id1314_0aeead-e4 > .kt-row-column-wrap{column-gap:var(--global-kb-gap-md, 2rem);row-gap:var(--global-kb-gap-md, 2rem);grid-template-columns:minmax(0, 1fr);}.kb-row-layout-id1314_0aeead-e4{background-color:rgba(121,189,232,0.4);}.kb-row-layout-id1314_0aeead-e4 > .kt-row-layout-overlay{opacity:0.30;}@media all and (max-width: 1024px){.kb-row-layout-id1314_0aeead-e4 > .kt-row-column-wrap{grid-template-columns:minmax(0, 1fr);}}@media all and (max-width: 767px){.kb-row-layout-id1314_0aeead-e4 > .kt-row-column-wrap{grid-template-columns:minmax(0, 1fr);}}<\/style><div class=\"kb-row-layout-wrap kb-row-layout-id1314_0aeead-e4 alignfull kt-row-has-bg um-UMBlueInfoBoxSingle wp-block-kadence-rowlayout\"><div class=\"kt-row-column-wrap kt-has-1-columns kt-row-layout-equal kt-tab-layout-inherit kt-mobile-layout-row kt-row-valign-top\">\n<style>.kadence-column1314_bbec08-ae > .kt-inside-inner-col{padding-top:20px;padding-right:30px;padding-bottom:30px;padding-left:30px;}.kadence-column1314_bbec08-ae > .kt-inside-inner-col,.kadence-column1314_bbec08-ae > .kt-inside-inner-col:before{border-top-left-radius:0px;border-top-right-radius:0px;border-bottom-right-radius:0px;border-bottom-left-radius:0px;}.kadence-column1314_bbec08-ae > .kt-inside-inner-col{column-gap:var(--global-kb-gap-sm, 1rem);}.kadence-column1314_bbec08-ae > .kt-inside-inner-col{flex-direction:column;}.kadence-column1314_bbec08-ae > .kt-inside-inner-col > .aligncenter{width:100%;}.kadence-column1314_bbec08-ae > .kt-inside-inner-col:before{opacity:0.3;}.kadence-column1314_bbec08-ae{position:relative;}@media all and (max-width: 1024px){.kadence-column1314_bbec08-ae > .kt-inside-inner-col{flex-direction:column;justify-content:center;}}@media all and (max-width: 767px){.kadence-column1314_bbec08-ae > .kt-inside-inner-col{flex-direction:column;justify-content:center;}}<\/style>\n<div class=\"wp-block-kadence-column kadence-column1314_bbec08-ae inner-column-1\"><div class=\"kt-inside-inner-col\"><style>.wp-block-kadence-advancedheading.kt-adv-heading1314_4e8e11-72, .wp-block-kadence-advancedheading.kt-adv-heading1314_4e8e11-72[data-kb-block=\"kb-adv-heading1314_4e8e11-72\"]{margin-bottom:0px;text-align:center;font-size:var(--global-kb-font-size-xl, 3rem);font-weight:400;font-style:normal;font-family:Solway;color:#003263;}.wp-block-kadence-advancedheading.kt-adv-heading1314_4e8e11-72 mark.kt-highlight, .wp-block-kadence-advancedheading.kt-adv-heading1314_4e8e11-72[data-kb-block=\"kb-adv-heading1314_4e8e11-72\"] mark.kt-highlight{font-style:normal;color:#f76a0c;-webkit-box-decoration-break:clone;box-decoration-break:clone;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}.wp-block-kadence-advancedheading.kt-adv-heading1314_4e8e11-72 img.kb-inline-image, .wp-block-kadence-advancedheading.kt-adv-heading1314_4e8e11-72[data-kb-block=\"kb-adv-heading1314_4e8e11-72\"] img.kb-inline-image{width:150px;vertical-align:baseline;}<\/style>\n<h3 class=\"kt-adv-heading1314_4e8e11-72 wp-block-kadence-advancedheading\" data-kb-block=\"kb-adv-heading1314_4e8e11-72\"><strong>Financial Forms &amp; Resources<\/strong><\/h3>\n\n\n\n<p class=\"has-text-align-center has-text-color\" style=\"color:#003263\"><strong>All budget forms should be submitted to <a href=\"mailto:umbudget@maine.edu\">umbudget@maine.edu<\/a> for processing.<\/strong><\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns1314_9e560e-a4{gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns1314_9e560e-a4 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns1314_9e560e-a4\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn1314_5ba162-38.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn1314_5ba162-38.kb-button{color:#ffffff;background:#003263;font-size:nonepx;border-top-left-radius:0px;border-top-right-radius:0px;border-bottom-right-radius:0px;border-bottom-left-radius:0px;border-top:2px solid #003263;border-right:2px solid #003263;border-bottom:2px solid #003263;border-left:2px solid #003263;padding-top:7px;padding-right:25px;padding-bottom:7px;padding-left:25px;}.wp-block-kadence-advancedbtn .kb-btn1314_5ba162-38.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn1314_5ba162-38.kb-button:focus{color:#003263;background:#ffffff;border-top-color:#003263;border-top-style:solid;border-right-color:#003263;border-right-style:solid;border-bottom-color:#003263;border-bottom-style:solid;border-left-color:#003263;border-left-style:solid;}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn1314_5ba162-38.kb-button{border-top:2px solid #003263;border-right:2px solid #003263;border-bottom:2px solid #003263;border-left:2px solid #003263;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn1314_5ba162-38.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn1314_5ba162-38.kb-button:focus{border-top-color:#003263;border-top-style:solid;border-right-color:#003263;border-right-style:solid;border-bottom-color:#003263;border-bottom-style:solid;border-left-color:#003263;border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn1314_5ba162-38.kb-button{border-top:2px solid #003263;border-right:2px solid #003263;border-bottom:2px solid #003263;border-left:2px solid #003263;}.wp-block-kadence-advancedbtn .kb-btn1314_5ba162-38.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn1314_5ba162-38.kb-button:focus{border-top-color:#003263;border-top-style:solid;border-right-color:#003263;border-right-style:solid;border-bottom-color:#003263;border-bottom-style:solid;border-left-color:#003263;border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn1314_5ba162-38 kt-btn-size-standard kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-false  wp-block-button__link wp-block-kadence-singlebtn\" href=\"mailto:umbudget@maine.edu\" target=\"_blank\" rel=\"noreferrer noopener\"><span class=\"kt-btn-inner-text\"><strong>Click Here to Submit Forms<\/strong><\/span><\/a><\/div>\n<\/div><\/div>\n\n<\/div><\/div>\n\n<style>.kb-row-layout-id1314_d26fa1-bd > .kt-row-column-wrap{align-content:start;}:where(.kb-row-layout-id1314_d26fa1-bd > .kt-row-column-wrap) > .wp-block-kadence-column{justify-content:start;}.kb-row-layout-id1314_d26fa1-bd > .kt-row-column-wrap{column-gap:var(--global-kb-gap-md, 2rem);row-gap:var(--global-kb-gap-md, 2rem);max-width:2000px;margin-left:auto;margin-right:auto;padding-top:var(--global-kb-spacing-sm, 1.5rem);padding-right:var(--global-kb-spacing-lg, 3rem);padding-bottom:var(--global-kb-spacing-sm, 1.5rem);padding-left:var(--global-kb-spacing-lg, 3rem);grid-template-columns:repeat(2, minmax(0, 1fr));}.kb-row-layout-id1314_d26fa1-bd > .kt-row-layout-overlay{opacity:0.30;}@media all and (max-width: 1024px){.kb-row-layout-id1314_d26fa1-bd > .kt-row-column-wrap{grid-template-columns:repeat(2, minmax(0, 1fr));}}@media all and (max-width: 767px){.kb-row-layout-id1314_d26fa1-bd > .kt-row-column-wrap{grid-template-columns:minmax(0, 1fr);}}<\/style><div class=\"kb-row-layout-wrap kb-row-layout-id1314_d26fa1-bd alignfull wp-block-kadence-rowlayout\"><div class=\"kt-row-column-wrap kt-has-2-columns kt-row-layout-equal kt-tab-layout-inherit kt-mobile-layout-row kt-row-valign-top\">\n<style>.kadence-column1314_45bfad-76 > .kt-inside-inner-col,.kadence-column1314_45bfad-76 > .kt-inside-inner-col:before{border-top-left-radius:0px;border-top-right-radius:0px;border-bottom-right-radius:0px;border-bottom-left-radius:0px;}.kadence-column1314_45bfad-76 > .kt-inside-inner-col{column-gap:var(--global-kb-gap-sm, 1rem);}.kadence-column1314_45bfad-76 > .kt-inside-inner-col{flex-direction:column;}.kadence-column1314_45bfad-76 > .kt-inside-inner-col > .aligncenter{width:100%;}.kadence-column1314_45bfad-76 > .kt-inside-inner-col:before{opacity:0.3;}.kadence-column1314_45bfad-76{position:relative;}@media all and (max-width: 1024px){.kadence-column1314_45bfad-76 > .kt-inside-inner-col{flex-direction:column;justify-content:center;}}@media all and (max-width: 767px){.kadence-column1314_45bfad-76 > .kt-inside-inner-col{flex-direction:column;justify-content:center;}}<\/style>\n<div class=\"wp-block-kadence-column kadence-column1314_45bfad-76\"><div class=\"kt-inside-inner-col\">\n<h2 class=\"wp-block-heading has-text-align-center\"><strong>Forms<\/strong><\/h2>\n\n\n<style>.kt-accordion-id1314_5ff623-41 .kt-accordion-inner-wrap{column-gap:var(--global-kb-gap-md, 2rem);row-gap:2px;}.kt-accordion-id1314_5ff623-41 .kt-accordion-panel-inner{padding-top:35px;padding-right:35px;padding-bottom:35px;padding-left:35px;}.kt-accordion-id1314_5ff623-41 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header{border-top:1px solid #d6d6d6;border-right:1px solid #d6d6d6;border-bottom:1px solid #d6d6d6;border-left:10px solid #003263;border-top-left-radius:0px;border-top-right-radius:0px;border-bottom-right-radius:0px;border-bottom-left-radius:0px;background:#003263;font-size:18px;line-height:24px;color:#fff;padding-top:25px;padding-right:25px;padding-bottom:25px;padding-left:25px;}.kt-accordion-id1314_5ff623-41:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle )  > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap .kt-blocks-accordion-icon-trigger:after, .kt-accordion-id1314_5ff623-41:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle )  > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap .kt-blocks-accordion-icon-trigger:before{background:#fff;}.kt-accordion-id1314_5ff623-41:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-blocks-accordion-icon-trigger{background:#fff;}.kt-accordion-id1314_5ff623-41:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-blocks-accordion-icon-trigger:after, .kt-accordion-id1314_5ff623-41:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-blocks-accordion-icon-trigger:before{background:#003263;}.kt-accordion-id1314_5ff623-41 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header:hover, \n\t\t\t\tbody:not(.hide-focus-outline) .kt-accordion-id1314_5ff623-41 .kt-blocks-accordion-header:focus-visible{color:#fff;background:#003263;border-top:1px solid #d6d6d6;border-right:1px solid #d6d6d6;border-bottom:1px solid #d6d6d6;border-left:10px solid #f1b25b;}.kt-accordion-id1314_5ff623-41:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle ) .kt-accordion-header-wrap .kt-blocks-accordion-header:hover .kt-blocks-accordion-icon-trigger:after, .kt-accordion-id1314_5ff623-41:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle ) .kt-accordion-header-wrap .kt-blocks-accordion-header:hover .kt-blocks-accordion-icon-trigger:before, body:not(.hide-focus-outline) .kt-accordion-id1314_5ff623-41:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle ) .kt-blocks-accordion--visible .kt-blocks-accordion-icon-trigger:after, body:not(.hide-focus-outline) .kt-accordion-id1314_5ff623-41:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle ) .kt-blocks-accordion-header:focus-visible .kt-blocks-accordion-icon-trigger:before{background:#fff;}.kt-accordion-id1314_5ff623-41:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-accordion-header-wrap .kt-blocks-accordion-header:hover .kt-blocks-accordion-icon-trigger, body:not(.hide-focus-outline) .kt-accordion-id1314_5ff623-41:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-accordion-header-wrap .kt-blocks-accordion-header:focus-visible .kt-blocks-accordion-icon-trigger{background:#fff;}.kt-accordion-id1314_5ff623-41:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-accordion-header-wrap .kt-blocks-accordion-header:hover .kt-blocks-accordion-icon-trigger:after, .kt-accordion-id1314_5ff623-41:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-accordion-header-wrap .kt-blocks-accordion-header:hover .kt-blocks-accordion-icon-trigger:before, body:not(.hide-focus-outline) .kt-accordion-id1314_5ff623-41:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-accordion-header-wrap .kt-blocks-accordion-header:focus-visible .kt-blocks-accordion-icon-trigger:after, body:not(.hide-focus-outline) .kt-accordion-id1314_5ff623-41:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-accordion-header-wrap .kt-blocks-accordion-header:focus-visible .kt-blocks-accordion-icon-trigger:before{background:#003263;}.kt-accordion-id1314_5ff623-41 .kt-accordion-header-wrap .kt-blocks-accordion-header:focus-visible,\n\t\t\t\t.kt-accordion-id1314_5ff623-41 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header.kt-accordion-panel-active{color:#fff;background:#003263;border-top:1px solid #eee;border-right:1px solid #eee;border-bottom:1px solid #eee;border-left:10px solid #003263;}.kt-accordion-id1314_5ff623-41:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle )  > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header.kt-accordion-panel-active .kt-blocks-accordion-icon-trigger:after, .kt-accordion-id1314_5ff623-41:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle )  > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header.kt-accordion-panel-active .kt-blocks-accordion-icon-trigger:before{background:#fff;}.kt-accordion-id1314_5ff623-41:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-blocks-accordion-header.kt-accordion-panel-active .kt-blocks-accordion-icon-trigger{background:#fff;}.kt-accordion-id1314_5ff623-41:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-blocks-accordion-header.kt-accordion-panel-active .kt-blocks-accordion-icon-trigger:after, .kt-accordion-id1314_5ff623-41:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-blocks-accordion-header.kt-accordion-panel-active .kt-blocks-accordion-icon-trigger:before{background:#003263;}@media all and (max-width: 1024px){.kt-accordion-id1314_5ff623-41 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header{border-top:1px solid #d6d6d6;border-right:1px solid #d6d6d6;border-bottom:1px solid #d6d6d6;border-left:10px solid #003263;}}@media all and (max-width: 1024px){.kt-accordion-id1314_5ff623-41 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header:hover, \n\t\t\t\tbody:not(.hide-focus-outline) .kt-accordion-id1314_5ff623-41 .kt-blocks-accordion-header:focus-visible{border-top:1px solid #d6d6d6;border-right:1px solid #d6d6d6;border-bottom:1px solid #d6d6d6;border-left:10px solid #f1b25b;}}@media all and (max-width: 1024px){.kt-accordion-id1314_5ff623-41 .kt-accordion-header-wrap .kt-blocks-accordion-header:focus-visible,\n\t\t\t\t.kt-accordion-id1314_5ff623-41 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header.kt-accordion-panel-active{border-top:1px solid #eee;border-right:1px solid #eee;border-bottom:1px solid #eee;border-left:10px solid #003263;}}@media all and (max-width: 767px){.kt-accordion-id1314_5ff623-41 .kt-accordion-inner-wrap{display:block;}.kt-accordion-id1314_5ff623-41 .kt-accordion-inner-wrap .kt-accordion-pane:not(:first-child){margin-top:2px;}.kt-accordion-id1314_5ff623-41 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header{border-top:1px solid #d6d6d6;border-right:1px solid #d6d6d6;border-bottom:1px solid #d6d6d6;border-left:10px solid #003263;}.kt-accordion-id1314_5ff623-41 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header:hover, \n\t\t\t\tbody:not(.hide-focus-outline) .kt-accordion-id1314_5ff623-41 .kt-blocks-accordion-header:focus-visible{border-top:1px solid #d6d6d6;border-right:1px solid #d6d6d6;border-bottom:1px solid #d6d6d6;border-left:10px solid #f1b25b;}.kt-accordion-id1314_5ff623-41 .kt-accordion-header-wrap .kt-blocks-accordion-header:focus-visible,\n\t\t\t\t.kt-accordion-id1314_5ff623-41 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header.kt-accordion-panel-active{border-top:1px solid #eee;border-right:1px solid #eee;border-bottom:1px solid #eee;border-left:10px solid #003263;}}<\/style>\n<div class=\"wp-block-kadence-accordion alignnone um-UMAccentBlueAccordion\"><div class=\"kt-accordion-wrap kt-accordion-id1314_5ff623-41 kt-accordion-has-7-panes kt-active-pane-0 kt-accordion-block kt-pane-header-alignment-left kt-accodion-icon-style-basiccircle kt-accodion-icon-side-right\" style=\"max-width:none\"><div class=\"kt-accordion-inner-wrap\" data-allow-multiple-open=\"false\" data-start-open=\"none\">\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-1 kt-pane1314_7d8ade-04\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kt-blocks-accordion-title\"><strong>Budget Orders<\/strong><\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\">\n<p>Budget orders are required to move funding between revenue and expense categories (e.g., revenue to personnel or operating to capital). These changes must be approved by the University of Maine System (UMS) Finance Office.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/umaine.edu\/finance\/wp-content\/uploads\/sites\/188\/2025\/10\/FY26-UMS05-Budget-Order.xlsx\">FY26 Budget Order (.xlsx)<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/umaine.edu\/finance\/wp-content\/uploads\/sites\/188\/2024\/06\/UMS-Budget-Order-Instructions.pdf\">Instructions (.pdf)<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/umaine.edu\/finance\/wp-content\/uploads\/sites\/188\/2016\/09\/budget-order-examples.pdf\">Examples (.pdf)<\/a><\/li>\n<\/ul>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-2 kt-pane1314_6d1b07-3d\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kt-blocks-accordion-title\"><strong>Cash Management Forms<\/strong><\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\">\n<p>The collection and handling of cash are governed by the University of Maine System (UMS) <a href=\"http:\/\/www.maine.edu\/about-the-system\/system-office\/finances\/administrative-practice-letters\/\">Administrative Practice Letters<\/a> (APLs). Employees responsible for handling cash are required to participate in a&nbsp;<a href=\"http:\/\/umaine.edu\/bursar\/office-functions\/cash-management-training-information\/cash-management-training-session\/\">Cash Management Training Session<\/a>&nbsp;annually.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/umaine.edu\/finance\/wp-content\/uploads\/sites\/188\/2024\/06\/Check-Request-Form.xlsx\">Check Request (.xlsx)<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/umaine.edu\/finance\/wp-content\/uploads\/sites\/188\/2024\/06\/Petty-Cash-Form.xlsx\">Petty Cash Request (.xlsx)<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/umaine.edu\/finance\/wp-content\/uploads\/sites\/188\/2024\/06\/Schedule-of-Collections-Form.xlsx\">Schedule of Collections Form (.xlsx)<\/a><\/li>\n<\/ul>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-3 kt-pane1314_6423a3-4c\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kt-blocks-accordion-title\"><strong>Financial Transaction Forms<\/strong><\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\">\n<p>Financial transaction forms are used for transactions within revenue, operating, capital, or transfer accounts (e.g., revenue to revenue or capital to capital). This form can be used to make corrections to actuals, make transfers between fund codes, or reallocate your current budget.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/umaine.edu\/finance\/wp-content\/uploads\/sites\/188\/2024\/06\/Financial-Transaction-Form.xlsx\">Financial Transaction Form (.xlsx)<\/a><\/li>\n<\/ul>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-4 kt-pane1314_74850a-97\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kt-blocks-accordion-title\"><strong>Interdepartmental Orders<\/strong><\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\">\n<p>Interdepartmental order forms (IDOs) are transactions between two University of Maine System campuses or departments for goods and\/or services. <\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/umaine.edu\/finance\/wp-content\/uploads\/sites\/188\/2024\/06\/Interdepartmental-Order-Form-UM.pdf\">Interdepartmental Order (IDO) Form (.pdf)<\/a><\/li>\n<\/ul>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-5 kt-pane1314_2f5557-12\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kt-blocks-accordion-title\"><strong>Payroll Forms<\/strong><\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\">\n<p>Payroll forms are used to change employee payroll records, such as determining where salary or wage earnings should be distributed from or through a retroactive change in reallocating compensation.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/umaine.edu\/finance\/wp-content\/uploads\/sites\/188\/2018\/09\/Earnings-Distribution.pdf\">Earnings Distribution (ED) Form (.pdf)<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/umaine.edu\/finance\/wp-content\/uploads\/sites\/188\/2015\/09\/Retro-Distribution-Adjust.xls\">Retro Distribution of Actuals (RDA) Form (.xlsx)<\/a><\/li>\n<\/ul>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-6 kt-pane1314_739510-bf\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kt-blocks-accordion-title\"><strong>Position Management Forms<\/strong><\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\">\n<p>Position Management reallocation or cost share forms should be used to make current budget changes to all personnel accounts (compensation and fringe). <\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/umaine.edu\/finance\/wp-content\/uploads\/sites\/188\/2025\/10\/FY26-PM-Reallocation-Form-2.xlsx\">FY26 Position Management Reallocation (.xlsx)<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/umaine.edu\/finance\/wp-content\/uploads\/sites\/188\/2025\/10\/FY26-Cost-Share-PM-.xls\">FY26 Position Management Cost Share (.xlsx)<\/a><\/li>\n<\/ul>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-7 kt-pane1314_40817f-26\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kt-blocks-accordion-title\"><strong>Program \/ Project Create Forms<\/strong><\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\">\n<p>The following forms should be used when setting up new programs (5XXXX) or projects (5XXXXXX). These forms will be reviewed by the Office of Business Services and subject to final approval by the UMS Accounting Office.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/umaine.edu\/finance\/wp-content\/uploads\/sites\/188\/2024\/06\/GIFT-Program-Create.xlsx\">Program Create Form &#8211; Gifts &amp; Endowments<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/umaine.edu\/finance\/wp-content\/uploads\/sites\/188\/2024\/06\/NON-GIFT-Program-Create.xlsx\">Program Create Form &#8211; Non-Gifts<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/umaine.edu\/finance\/wp-content\/uploads\/sites\/188\/2024\/06\/Project-Create-Form-Grants-Contracts.xlsx\">Project Create Form &#8211; Grants &amp; Contracts<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/umaine.edu\/finance\/wp-content\/uploads\/sites\/188\/2024\/06\/Project-Create-Form.xlsx\">Project Create Form &#8211; Non Grants &amp; Contracts<\/a><\/li>\n<\/ul>\n<\/div><\/div><\/div>\n<\/div><\/div><\/div>\n<\/div><\/div>\n\n\n<style>.kadence-column1314_546ff2-aa > .kt-inside-inner-col,.kadence-column1314_546ff2-aa > .kt-inside-inner-col:before{border-top-left-radius:0px;border-top-right-radius:0px;border-bottom-right-radius:0px;border-bottom-left-radius:0px;}.kadence-column1314_546ff2-aa > .kt-inside-inner-col{column-gap:var(--global-kb-gap-sm, 1rem);}.kadence-column1314_546ff2-aa > .kt-inside-inner-col{flex-direction:column;}.kadence-column1314_546ff2-aa > .kt-inside-inner-col > .aligncenter{width:100%;}.kadence-column1314_546ff2-aa > .kt-inside-inner-col:before{opacity:0.3;}.kadence-column1314_546ff2-aa{position:relative;}@media all and (max-width: 1024px){.kadence-column1314_546ff2-aa > .kt-inside-inner-col{flex-direction:column;justify-content:center;}}@media all and (max-width: 767px){.kadence-column1314_546ff2-aa > .kt-inside-inner-col{flex-direction:column;justify-content:center;}}<\/style>\n<div class=\"wp-block-kadence-column kadence-column1314_546ff2-aa\"><div class=\"kt-inside-inner-col\">\n<h2 class=\"wp-block-heading has-text-align-center\"><strong>Resources<\/strong><\/h2>\n\n\n<style>.kt-accordion-id1314_3a96f8-b0 .kt-accordion-inner-wrap{column-gap:var(--global-kb-gap-md, 2rem);row-gap:2px;}.kt-accordion-id1314_3a96f8-b0 .kt-accordion-panel-inner{padding-top:35px;padding-right:35px;padding-bottom:35px;padding-left:35px;}.kt-accordion-id1314_3a96f8-b0 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header{border-top:1px solid #d6d6d6;border-right:1px solid #d6d6d6;border-bottom:1px solid #d6d6d6;border-left:10px solid #003263;border-top-left-radius:0px;border-top-right-radius:0px;border-bottom-right-radius:0px;border-bottom-left-radius:0px;background:#003263;font-size:18px;line-height:24px;color:#fff;padding-top:25px;padding-right:25px;padding-bottom:25px;padding-left:25px;}.kt-accordion-id1314_3a96f8-b0:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle )  > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap .kt-blocks-accordion-icon-trigger:after, .kt-accordion-id1314_3a96f8-b0:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle )  > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap .kt-blocks-accordion-icon-trigger:before{background:#fff;}.kt-accordion-id1314_3a96f8-b0:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-blocks-accordion-icon-trigger{background:#fff;}.kt-accordion-id1314_3a96f8-b0:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-blocks-accordion-icon-trigger:after, .kt-accordion-id1314_3a96f8-b0:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-blocks-accordion-icon-trigger:before{background:#003263;}.kt-accordion-id1314_3a96f8-b0 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header:hover, \n\t\t\t\tbody:not(.hide-focus-outline) .kt-accordion-id1314_3a96f8-b0 .kt-blocks-accordion-header:focus-visible{color:#fff;background:#003263;border-top:1px solid #d6d6d6;border-right:1px solid #d6d6d6;border-bottom:1px solid #d6d6d6;border-left:10px solid #f1b25b;}.kt-accordion-id1314_3a96f8-b0:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle ) .kt-accordion-header-wrap .kt-blocks-accordion-header:hover .kt-blocks-accordion-icon-trigger:after, .kt-accordion-id1314_3a96f8-b0:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle ) .kt-accordion-header-wrap .kt-blocks-accordion-header:hover .kt-blocks-accordion-icon-trigger:before, body:not(.hide-focus-outline) .kt-accordion-id1314_3a96f8-b0:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle ) .kt-blocks-accordion--visible .kt-blocks-accordion-icon-trigger:after, body:not(.hide-focus-outline) .kt-accordion-id1314_3a96f8-b0:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle ) .kt-blocks-accordion-header:focus-visible .kt-blocks-accordion-icon-trigger:before{background:#fff;}.kt-accordion-id1314_3a96f8-b0:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-accordion-header-wrap .kt-blocks-accordion-header:hover .kt-blocks-accordion-icon-trigger, body:not(.hide-focus-outline) .kt-accordion-id1314_3a96f8-b0:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-accordion-header-wrap .kt-blocks-accordion-header:focus-visible .kt-blocks-accordion-icon-trigger{background:#fff;}.kt-accordion-id1314_3a96f8-b0:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-accordion-header-wrap .kt-blocks-accordion-header:hover .kt-blocks-accordion-icon-trigger:after, .kt-accordion-id1314_3a96f8-b0:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-accordion-header-wrap .kt-blocks-accordion-header:hover .kt-blocks-accordion-icon-trigger:before, body:not(.hide-focus-outline) .kt-accordion-id1314_3a96f8-b0:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-accordion-header-wrap .kt-blocks-accordion-header:focus-visible .kt-blocks-accordion-icon-trigger:after, body:not(.hide-focus-outline) .kt-accordion-id1314_3a96f8-b0:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-accordion-header-wrap .kt-blocks-accordion-header:focus-visible .kt-blocks-accordion-icon-trigger:before{background:#003263;}.kt-accordion-id1314_3a96f8-b0 .kt-accordion-header-wrap .kt-blocks-accordion-header:focus-visible,\n\t\t\t\t.kt-accordion-id1314_3a96f8-b0 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header.kt-accordion-panel-active{color:#fff;background:#003263;border-top:1px solid #eee;border-right:1px solid #eee;border-bottom:1px solid #eee;border-left:10px solid #003263;}.kt-accordion-id1314_3a96f8-b0:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle )  > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header.kt-accordion-panel-active .kt-blocks-accordion-icon-trigger:after, .kt-accordion-id1314_3a96f8-b0:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle )  > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header.kt-accordion-panel-active .kt-blocks-accordion-icon-trigger:before{background:#fff;}.kt-accordion-id1314_3a96f8-b0:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-blocks-accordion-header.kt-accordion-panel-active .kt-blocks-accordion-icon-trigger{background:#fff;}.kt-accordion-id1314_3a96f8-b0:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-blocks-accordion-header.kt-accordion-panel-active .kt-blocks-accordion-icon-trigger:after, .kt-accordion-id1314_3a96f8-b0:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-blocks-accordion-header.kt-accordion-panel-active .kt-blocks-accordion-icon-trigger:before{background:#003263;}@media all and (max-width: 1024px){.kt-accordion-id1314_3a96f8-b0 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header{border-top:1px solid #d6d6d6;border-right:1px solid #d6d6d6;border-bottom:1px solid #d6d6d6;border-left:10px solid #003263;}}@media all and (max-width: 1024px){.kt-accordion-id1314_3a96f8-b0 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header:hover, \n\t\t\t\tbody:not(.hide-focus-outline) .kt-accordion-id1314_3a96f8-b0 .kt-blocks-accordion-header:focus-visible{border-top:1px solid #d6d6d6;border-right:1px solid #d6d6d6;border-bottom:1px solid #d6d6d6;border-left:10px solid #f1b25b;}}@media all and (max-width: 1024px){.kt-accordion-id1314_3a96f8-b0 .kt-accordion-header-wrap .kt-blocks-accordion-header:focus-visible,\n\t\t\t\t.kt-accordion-id1314_3a96f8-b0 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header.kt-accordion-panel-active{border-top:1px solid #eee;border-right:1px solid #eee;border-bottom:1px solid #eee;border-left:10px solid #003263;}}@media all and (max-width: 767px){.kt-accordion-id1314_3a96f8-b0 .kt-accordion-inner-wrap{display:block;}.kt-accordion-id1314_3a96f8-b0 .kt-accordion-inner-wrap .kt-accordion-pane:not(:first-child){margin-top:2px;}.kt-accordion-id1314_3a96f8-b0 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header{border-top:1px solid #d6d6d6;border-right:1px solid #d6d6d6;border-bottom:1px solid #d6d6d6;border-left:10px solid #003263;}.kt-accordion-id1314_3a96f8-b0 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header:hover, \n\t\t\t\tbody:not(.hide-focus-outline) .kt-accordion-id1314_3a96f8-b0 .kt-blocks-accordion-header:focus-visible{border-top:1px solid #d6d6d6;border-right:1px solid #d6d6d6;border-bottom:1px solid #d6d6d6;border-left:10px solid #f1b25b;}.kt-accordion-id1314_3a96f8-b0 .kt-accordion-header-wrap .kt-blocks-accordion-header:focus-visible,\n\t\t\t\t.kt-accordion-id1314_3a96f8-b0 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header.kt-accordion-panel-active{border-top:1px solid #eee;border-right:1px solid #eee;border-bottom:1px solid #eee;border-left:10px solid #003263;}}<\/style>\n<div class=\"wp-block-kadence-accordion alignnone um-UMAccentBlueAccordion\"><div class=\"kt-accordion-wrap kt-accordion-id1314_3a96f8-b0 kt-accordion-has-4-panes kt-active-pane-0 kt-accordion-block kt-pane-header-alignment-left kt-accodion-icon-style-basiccircle kt-accodion-icon-side-right\" style=\"max-width:none\"><div class=\"kt-accordion-inner-wrap\" data-allow-multiple-open=\"false\" data-start-open=\"none\">\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-1 kt-pane1314_ae1deb-8e\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kt-blocks-accordion-title\"><strong>Administrative Practice Letters<\/strong><\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\">\n<h3 class=\"wp-block-heading has-medium-font-size\">Accounts Receivable \/ Cash Management<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>APL I-A. <a href=\"https:\/\/www.maine.edu\/apls\/apl-i-a\/\">Prepaid Expenses and Deferred Revenues<\/a><\/li>\n\n\n\n<li>APL I-D. <a href=\"https:\/\/www.maine.edu\/apls\/apl-i-d\/\">Cash Management Training<\/a><\/li>\n\n\n\n<li>APL I-E. <a href=\"https:\/\/www.maine.edu\/apls\/apl-i-e\/\">Petty Cash<\/a><\/li>\n\n\n\n<li>APL I-F. <a href=\"https:\/\/www.maine.edu\/apls\/apl-i-f\/\">Cash Collections Procedures<\/a><\/li>\n\n\n\n<li>APL IV-F. <a href=\"https:\/\/www.maine.edu\/apls\/apl-iv-f\/\">Credit\/Debit Card Standards<\/a><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading has-medium-font-size\">Budget Authority and Responsibility<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>APL IV-C. <a href=\"https:\/\/www.maine.edu\/apls\/apl-iv-c\/\">Signature Authority<\/a>\n<ul class=\"wp-block-list\">\n<li>University of Maine Signature Authority Matrix<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>APL IV-D. <a href=\"https:\/\/www.maine.edu\/apls\/apl-iv-d\/\">Record Management Practices<\/a><\/li>\n\n\n\n<li>APL IV-E. <a href=\"https:\/\/www.maine.edu\/apls\/apl-iv-e\/\">Responsibility and Authority for General Ledger Activity<\/a><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading has-medium-font-size\">Financial Procedures and Use of Funds<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>APL IV-B. <a href=\"https:\/\/www.maine.edu\/apls\/apl-iv-b\/\">Travel, Expense, and Corporate Card Procedures<\/a><\/li>\n\n\n\n<li>APL IV-H. <a href=\"https:\/\/www.maine.edu\/apls\/apl-iv-h\/\">Moving Expense Reimbursement<\/a><\/li>\n\n\n\n<li>APL IV-I. <a href=\"https:\/\/www.maine.edu\/apls\/apl-iv-i\/\">Use of University Funds<\/a><\/li>\n\n\n\n<li>APL V.B. <a href=\"https:\/\/www.maine.edu\/apls\/apl-v-b\/\">Gift Administration<\/a><\/li>\n\n\n\n<li>APL VII.A. <a href=\"https:\/\/www.maine.edu\/apls\/apl-vii-a\/\">University of Maine System Purchasing Procedures<\/a><\/li>\n\n\n\n<li>APL VII.B. <a href=\"https:\/\/www.maine.edu\/apls\/apl-vii-b\/\">Procurement Standards of Conduct<\/a><\/li>\n\n\n\n<li>APL VII.D. <a href=\"https:\/\/www.maine.edu\/apls\/apl-vii-d\/\">Cellular Telephone Acquisition, Use and Reimbursement<\/a><\/li>\n\n\n\n<li>APL VII.E. <a href=\"https:\/\/www.maine.edu\/apls\/apl-vii-e\/\">Sales Tax<\/a><\/li>\n\n\n\n<li>APL VII.H. <a href=\"https:\/\/www.maine.edu\/apls\/apl-vii-h\/\">Guidelines for Determining Employees or Independent Contractor Relationships<\/a><\/li>\n<\/ul>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-2 kt-pane1314_e09b55-48\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kt-blocks-accordion-title\"><strong><strong>Administrative, Facilities and Benefit Cost Rates<\/strong><\/strong><\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\">\n<h3 class=\"wp-block-heading has-medium-font-size\">Salary &amp; Wage Account Codes and Applicable Benefit Rates<\/h3>\n\n\n\n<p><a href=\"https:\/\/www.maine.edu\/finance\/policies-procedures-and-reports\/administrative-facilities-benefit-cost-rates\/benefit-rates-key\/\">Key for Acronyms and Abbreviations found in Salary &amp; Wage Account Codes and Applicable Benefit Rates spreadsheets.<\/a><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/umaine.edu\/finance\/wp-content\/uploads\/sites\/188\/2025\/08\/FY26-Fringe-Rates-as-of-2025.07.01.xls.xlsx\">Salary &amp; Wage Account Codes and Applicable Benefit Rates \u2013 FY2026 (Excel Spreadsheet)<\/a><\/li>\n<\/ul>\n\n\n\n<p class=\"has-vivid-red-color has-text-color\"><strong>For rates prior to FY2026, please visit here: <a href=\"http:\/\/www.maine.edu\/finance\/policies-procedures-and-reports\/administrative-facilities-benefit-cost-rates\/\">Administrative, Facilities, &amp; Benefit Cost Rates<\/a><\/strong><\/p>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-3 kt-pane1314_9bad8f-99\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kt-blocks-accordion-title\"><strong><strong>MaineStreet Financials \/ General Ledger (GL)<\/strong><\/strong><\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\">\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/mycampus.maine.edu\/documents\/10217\/3297549\/Schedule+Check+Runs+FY22.pdf\/664fe553-a8e2-ca1e-fac4-04dbecb945b0?t=1623260346665\">Accounts Payable Check Cycle<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/umaine.edu\/finance\/wp-content\/uploads\/sites\/188\/2024\/06\/ChartofAccounts.xlsx\">Chart of Accounts List (.xlsx)<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/mycampus.maine.edu\/documents\/10217\/12159382\/General+Ledger+Closing+Schedule+FY25.pdf\/69668ec4-c510-941a-1e77-0b29639a5fba?t=1717004134329\">General Ledger Closing Schedule FY25<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/mycampus.maine.edu\/group\/mycampus\/instructions-forms-for-the-general-ledger-close\">Instructions for General Ledger Close<\/a> <em>(requires MaineStreet login)<\/em><\/li>\n<\/ul>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-4 kt-pane1314_6af3a8-23\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kt-blocks-accordion-title\"><strong><strong>Tax Forms and Certificates<\/strong><\/strong><\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\">\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.maine.edu\/finance\/wp-content\/uploads\/sites\/39\/2019\/12\/ECO-important-notice-effective-8-1-2014.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Charitable Solicitation Registration \u2013 Maine \u2013 Important Notice effective as of August 1, 2014 (PDF)<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.maine.edu\/finance\/wp-content\/uploads\/sites\/39\/2019\/12\/ResaleCertificate2020-2025-1.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Resale Certificate \u2013 Maine 01\/01\/2020 \u2013 12\/31\/2025 (PDF)<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.maine.edu\/finance\/wp-content\/uploads\/sites\/39\/2023\/04\/IRS-EIN-Verification-Letter-4.18.23.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">IRS \u2013 EIN Verification Letter (PDF)<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.maine.edu\/finance\/wp-content\/uploads\/sites\/39\/2023\/06\/IRS-Exempt-Affirmation-Letter-6.15.23_accessible.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">IRS \u2013 501 (c) (3) Exempt Determination Letter (PDF)<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.maine.edu\/finance\/wp-content\/uploads\/sites\/39\/2022\/10\/Fiscal-Agent-Letter.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">University of Maine System Fiscal Agent Letter (PDF)<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.maine.edu\/finance\/wp-content\/uploads\/sites\/39\/2024\/03\/Form-W-9-Rev.-March-2024-Signed-3.20.24_2.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Internal Revenue Service (IRS) \u2013 W-9 Request for Taxpayer Identification Number (PDF)<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/umainesystem.sharepoint.com\/:x:\/s\/USERVICES-OnlineDocs\/ESZgo5RBjnZDp-bJyQG-S9YB-gJOKtviVaZ6F5bHKyUJsg?e=fM11Hi\" target=\"_blank\" rel=\"noreferrer noopener\">Sales Tax Exemption Summary (Excel)<\/a>\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.maine.edu\/finance\/wp-content\/uploads\/sites\/39\/2023\/01\/Colorado-DR5002_2018-11.29.2022.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Colorado Sales Tax Exempt Instructions (PDF)<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.maine.edu\/finance\/wp-content\/uploads\/sites\/39\/2020\/02\/Florida-Tax-Exempt-Certificate-01.31.2025.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Florida Tax Exempt Certificate (PDF)<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.maine.edu\/finance\/wp-content\/uploads\/sites\/39\/2023\/01\/Sales-tax-exemption-Illinois-expires-7.1.2025-New-address.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Illinois Tax Exemption Certificate (PDF)<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.maine.edu\/finance\/wp-content\/uploads\/sites\/39\/2019\/12\/Maine-Permanent-Exemption-Certificate-5703-Alumni-Hall.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Maine Tax Exemption Certificate (PDF)<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.maine.edu\/finance\/wp-content\/uploads\/sites\/39\/2023\/01\/Mass-Effective-2-21-18-to-2-20-28.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Massachusetts Tax Exemption Certificate (PDF)<\/a>\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.maine.edu\/finance\/wp-content\/uploads\/sites\/39\/2023\/08\/MA-Form-ST-5-signed-and-Guidance-65-Texas-Ave.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">ST-5&nbsp;Sales Tax Exempt&nbsp;Purchaser Certificate (PDF)<\/a><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><a href=\"https:\/\/www.maine.edu\/finance\/wp-content\/uploads\/sites\/39\/2023\/01\/missouri-sales-tax-exemption-65-Texas-Ave.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Missouri Tax Exemption Certificate (PDF)<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.maine.edu\/finance\/wp-content\/uploads\/sites\/39\/2022\/11\/NEW-YORK-SALES-TAX-CERTIFICATE-ST-119.1-2022-signed.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">New York Tax Exemption Certificate (PDF)<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.maine.edu\/finance\/wp-content\/uploads\/sites\/39\/2019\/12\/RHODE-ISLAND-SALES-TAX-CERT.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Rhode Island Tax Exemption Certificate (PDF)<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.maine.edu\/finance\/wp-content\/uploads\/sites\/39\/2019\/12\/Utah-Sales-Tax-Exemption.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Utah Tax Exemption Letter (PDF)<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.maine.edu\/finance\/wp-content\/uploads\/sites\/39\/2019\/12\/Vermont-Sales-Tax-Exemption.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Vermont Tax Exemption Certificate (PDF)<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.maine.edu\/finance\/wp-content\/uploads\/sites\/39\/2023\/11\/Wisconsin-Tax-Exempt-Form-S-211.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Wisconsin Tax Exempt Certificate (PDF)<\/a><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><a href=\"http:\/\/www.maine.edu\/finance\/policies-procedures-and-reports\/1098-t-information\/\">1098-T Information<\/a><\/li>\n<\/ul>\n<\/div><\/div><\/div>\n<\/div><\/div><\/div>\n<\/div><\/div>\n\n<\/div><\/div>\n\n<style>.wp-block-kadence-spacer.kt-block-spacer-1314_08ea4e-63 .kt-block-spacer{height:60px;}.wp-block-kadence-spacer.kt-block-spacer-1314_08ea4e-63 .kt-divider{border-top-width:1px;height:1px;border-top-color:#003263;width:80%;border-top-style:solid;}<\/style>\n<div class=\"wp-block-kadence-spacer aligncenter kt-block-spacer-1314_08ea4e-63\"><div class=\"kt-block-spacer kt-block-spacer-halign-center\"><hr class=\"kt-divider\" \/><\/div><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Financial Forms &amp; Resources All budget forms should be submitted to umbudget@maine.edu for processing. Forms Resources<\/p>\n","protected":false},"author":583,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_kad_blocks_custom_css":"","_kad_blocks_head_custom_js":"","_kad_blocks_body_custom_js":"","_kad_blocks_footer_custom_js":"","_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"class_list":["post-1314","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.9 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Financial Forms &amp; Resources - Finance Office - University of Maine<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/umaine.edu\/finance\/financial-forms-resources\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Financial Forms &amp; Resources - Finance Office - University of Maine\" \/>\n<meta property=\"og:description\" content=\"Financial Forms &amp; Resources All budget forms should be submitted to umbudget@maine.edu for processing. Forms Resources\" \/>\n<meta property=\"og:url\" content=\"https:\/\/umaine.edu\/finance\/financial-forms-resources\/\" \/>\n<meta property=\"og:site_name\" content=\"Finance Office\" \/>\n<meta property=\"article:modified_time\" content=\"2025-10-08T13:16:28+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/umaine.edu\/finance\/financial-forms-resources\/\",\"url\":\"https:\/\/umaine.edu\/finance\/financial-forms-resources\/\",\"name\":\"Financial Forms &amp; Resources - Finance Office - University of Maine\",\"isPartOf\":{\"@id\":\"https:\/\/umaine.edu\/finance\/#website\"},\"datePublished\":\"2024-06-21T16:36:11+00:00\",\"dateModified\":\"2025-10-08T13:16:28+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/umaine.edu\/finance\/financial-forms-resources\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/umaine.edu\/finance\/financial-forms-resources\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/umaine.edu\/finance\/financial-forms-resources\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/umaine.edu\/finance\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Financial Forms &amp; Resources\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/umaine.edu\/finance\/#website\",\"url\":\"https:\/\/umaine.edu\/finance\/\",\"name\":\"Finance Office\",\"description\":\"University of Maine\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/umaine.edu\/finance\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Financial Forms &amp; Resources - Finance Office - University of Maine","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/umaine.edu\/finance\/financial-forms-resources\/","og_locale":"en_US","og_type":"article","og_title":"Financial Forms &amp; Resources - Finance Office - University of Maine","og_description":"Financial Forms &amp; Resources All budget forms should be submitted to umbudget@maine.edu for processing. 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