University Forms

Link to Accounting Forms/Adobe Workflows video training

Please Note *Log in to CSUMB Adobe is required to access the forms

Financial Transaction Request – Expense/Revenue Transfers, Cost Recovery, Auxiliary and Third Party Billing.

Interagency Financial Transaction (IFT) – An IFT is a mechanism to facilitate the movement of funds between campuses and the Chancellor’s Office.

Purchase Order Payment Request Form – to request payment on purchase order-based invoices.

Supplier Direct Pay Form – Is a process for paying suppliers for goods and or/ services that does not require going through the formal procurement process.

PO Exception Notice Form – This form is required if a Purchase Order (PO) is required and a direct payment request is submitted.

Personal Reimbursement and Petty Cash Form – Is used to request payment for out-of-pocket business-related expenditures or to replenish the petty cash fund.

Hospitality Justification Form

Please see the forms on the Billing Process: Third-Party, Non-Student Web Page

On the CSUMB Budget Office Forms web page see the Trust Agreement Form and Information