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  2. Forms & Policies

Forms & Policies

Policies

University Policy Library 

Most commonly requested policy items:

  • Records Retention
  • Traveling on University Business  (see also U Travel)
  • Using the University Procurement Card  (see also UMD PCard)
  • Reconciling and Verifying General Ledger Accounts and Other Financial Information

 

  • Business Expenses (new July 2018)
  • Hospitality and Entertainment of Non-Employees (revised July 2018)
  • Cross Fund Transfer Matrix
  • University Forms Library 

Forms

UMD Specific Forms:

  • Contingent Check Request
  • PCard Application prefilled with Duluth information
  • Travel Card Application prefilled with Duluth information 

Travel links

  • Finance Policies (see Travel section)
  • Currency Converter
  • University-wide Travel

 

Related Links

  • Finance Systems Training
  • EFS Access
  • Chart of Accounts
  • Tax Site
  • Tax Exempt Certificate
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  • Reporting Suspected Misconduct
  • Purchasing Code of Ethics

Contact Us

[email protected]

209 Darland Administration Building
1049 University Drive
Duluth, MN 55812-3011

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Duluth, MN 55812

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  • Services
    • Services Offered
    • University Procurement Card
    • Credit Card Swipe Terminal Loaners
  • Fleet Rentals
  • Forms & Policies
  • Student Financial Services
    • Financial Services Information
    • Student Loan Consolidation
    • Loans Eligible and Ineligible for Consolidation
    • Federal Perkins Loan Program (NDSL)
    • Student Financial Services Staff
  • Cashiers
    • Cashiers Office
    • Lockers & Bike Lockers
    • UMD Campus Cash Card Program
    • Cashiers Staff
  • UMD Controller's Office Staff