Download Zone - Business Office Forms
Many Business Office forms are available as fill-in documents that you can complete online and print to your local printer, sign when required, and forward to the appropriate department. The following items are available online (fill-in PDF unless otherwise noted):
There should be an Authorized Approval form on file for every department and most indexes. As new indexes are created, a blank form is sent to the originating department for completion. When completed, the form is returned to Administration and Finance for processing.
A JV is used to process general ledger and subsidiary ledger transactions on the administrative software system. Use a JV to either debit/increase or credit/decrease revenue or expense account balances. A JV entry is used to make corrections to account codes within a department, and may be used when one department charges another department for services (for example, Operational Services using JV entries to charge departments for postage).
Submit an Operating Budget Transfer Request to the Budget Office to reallocate funds from one account code to another. The authorized person over an index must ensure there are available funds on the specific account code line item in the index before the Business Office can process documents, unless carrying a negative account balance has been authorized by your unit vice president.
FACTS Payment Plan - Undergraduate Automatic Tuition Payment Agreement (print only)
Nelnet Business Solutions (NBS) no longer accepts the hard copy FACTS Automatic Tuition Payment Agreement form. You may enroll online from our e-Cashier page.
The Funds or Materials Request (KU-4) may be used to request funds or materials from the Accounts Payable, Bookstore, Cashier's Office, Purchasing, Student Accounts or Supply departments. General information to assist you in completing the form (typed only) and a sample form are available on the Kettering Web site under Business Office – Information for Faculty & Staff / Students – Funds or Materials Request.
Note: Use the PRINT button located at the bottom of the form (versus the browser's or Acrobat's PRINT button).
University Advancement staff may submit a completed agreement form to the Accounting department to initiate an endowment index.
University Advancement staff may submit a completed agreement form to the Accounting department to initiate a fundraising event.
Staff may submit a completed gift form to the Gift Accountant in the Business Office for processing tax-deductible donations to the University. If assistance is needed, contact University Advancement. No goods or services should be given in return.
University Advancement may submit a completed pledge request form to the Gift Accountant for processing a new fundraising pledge.
University Advancement may submit a completed solicitation request form to the Gift Accountant for processing a new fundraising solicitation/mailing or to advise of an upcoming recurring fundraising event.
IRS regulations require reporting of gifts, prizes and awards as taxable income to the recipient. Complete the Gifts, Prizes or Awards Recipient Information form whenever spending University monies for gifts, prizes or awards, and send it to Accounts Payable along with a properly approved Funds and Materials Request form and the receipt of purchase.
Meal Plan Contract
In order to meet your campus dining needs, we offer a variety of meal plans for the academic year. If you need to purchase a meal plan, or if you would like to make a change to the plan you have already selected, please visit the Campus Dining - Dining Plans page.
By submitting a completed Authorization Agreement for Automatic/Direct Deposits to the Payroll office, you authorize Payroll to make direct deposits to your designated checking/savings account.
Note: It takes a minimum of one full pay period for direct deposits to become effective.
By submitting a completed Application for Mobile Communication Device (MCD) Allowance to the Payroll office, you authorize Payroll to start / change / stop an employee's allowance.
Exempt employees submit a completed Use of Paid Leave Report form to the Payroll office to report any paid leave days on a monthly basis.
Faculty members may submit a completed agreement form to the Accounting department to initiate a Professional Development Fund.
This completed and signed form is required whenever a service provider does not have our stated minimum insurance before they provide their services on campus.
To initiate a gift-in-kind donation (equipment) to the University, submit a completed Request for Equipment Acquisition from Donor form to the appropriate routing/acknowledgement department noted on the form.
When equipment is determined to be no longer needed by a department it may be recycled to another department, stored for future use, or disposed. To initiate the release of equipment, submit a completed Request for Storage or Equipment Release form to Skye Steere, Physical Plant Department, x9750.
The Employee Travel Report (KU-23) may be used to report employee travel expenses and/or receive reimbursement, and is due within 30 days after the expense or completion of travel. Instructions for completing the form are included within the form.
(If using Foxfire, right click on the Download File Button and choose "Save Link As Employee Travel/Expense Report ." Once file is saved, open it using Microsoft Excel.)
Submit a completed International Travel and Export Control form with a copy of your itinerary to the Office of International Programs at least 14 working days prior to any work-related travel outside the United States and Canada so that Purchasing can secure appropriate insurance coverage.
The Motor Vehicle Report Authorization allows the Purchasing department to obtain a current MVR to determine whether you may drive on Kettering business.
In order to be authorized to make your travel arrangements through Superior Travel, complete and print a one-time Superior Travel Service Corporate Traveler Profile, and fax it to Kathy Goodrich in the Student Accounts office at x9603.
The Travel Card is available for reimbursement of expenses such as airfare, lodging, car rental, gas for rental car, meals, conferences, meeting registration and ground transportation.
The Travel Contact form provides evidence that the traveler is on University business and may be critical in the event of an insurance claim, worker's compensation claim or other litigation. It is the supervisor's responsibility to see that their department retain the completed form for no less than one year.
In order to receive advances, you must sign a one-time Voluntary Wage Assignments form and forward it to Kathy Goodrich in the Student Accounts department. This agreement will remain in effect throughout your employment with Kettering University.
PDF (Portable Document Format) files are highly compressed to save on download time while maintaining the formatting of the original document. The PDF is a "cross platform" format, so you can view and print on any platform regardless of the application used to create them.
Use Adobe Reader to view, fill in or print these forms. If you don't have Adobe Reader, you can download it (free!).