Finance & Distribution Forms & Checklists Review

As part of Shared Services’ ongoing work to make administrative forms easier to use and process, we have updated several forms used for new supplier requests, shipping, and storage. These improvements help reduce errors, improve processing times, and ensure compliance.

• Shipping Request Form – improved layout and clearer instructions for outbound shipments.
• Declaration for Dangerous Goods (Air and Ground) – streamlined for accuracy and compliance.
• Storage Request Form – simplified format to request temporary storage for university assets.
• New Supplier Request Form – clearer instructions, updated banking requirements, and a new legal attestation to meet federal compliance standards.
• Wire Transfer Form - clearer instructions and layout, updated international bank code fields, removal of the payable amount field (to reduce payment errors and ensure amounts match approved invoices and payment requests), and a required declaration confirming banking information.

TIPS: 

• Some forms now include dynamic features that adjust based on your responses. To ensure the form works properly, download the form to your computer and open it using Adobe, as outlined in the instructions.
• Ensure you are using the latest versions of all Finance & Distribution forms by searching the Finance, Procurement and Planning Forms Cabinet.

Stay tuned for updates to other Finance-related forms over the coming months! 

Questions? Contact the Staff Service Centre.