Skip to main content
Office of the University Controller Indiana University

Reference Materials

Checklist
UCO checklists of required procedures and controls for a process, with links to the related standards, reports, and templates.
Form
UCO specific forms organized by department.
Instruction
Step by step documentation typically used in conjunction with a specific form and/or template.
Reference
Conglomeration of information which includes existing information from the old fms website that will be incorporated into the IU Accounting Standards Book, reference information related to completing department forms and templates and additional guidance for a specific department.
Template
UCO specific templates organized by department.
Form library
Match Description Categories Type
0. Cancer Treatment Deferment for Perkins Perkins, Miller, Crimson and NDSL Form
10. Unemployment Deferment Perkins Perkins, Miller, Crimson and NDSL Form
11. Unemployment for IU Loans Perkins, Miller, Crimson and NDSL Form
12. General Forbearance for Perkins Perkins, Miller, Crimson and NDSL Form
13. General FB for HPSL Perkins, Miller, Crimson and NDSL Form
14. General FB for IU Loans Perkins, Miller, Crimson and NDSL Form
15. NFLP Forbearance Perkins, Miller, Crimson and NDSL Form
16. HS-PK-CC Deferment-Cancellation Perkins, Miller, Crimson and NDSL Form
17. LE-CO-PDL-PA Deferment-Cancellation Perkins, Miller, Crimson and NDSL Form
18. Nurse-MT-FF Deferment-Cancellation Perkins, Miller, Crimson and NDSL Form
19. EIS and PFSA Deferment-Cancellation Perkins, Miller, Crimson and NDSL Form
1. Deferment Request for HPSL Perkins, Miller, Crimson and NDSL Form
20.5. Defer-Cancel_Teacher_SpEd_Checklist Perkins, Miller, Crimson and NDSL Form
20. Defer-Cancel_Teaching-SLP-LS Perkins, Miller, Crimson and NDSL Form
21. Peace Corps-Americorps VISTA Deferment-Cancellation Perkins, Miller, Crimson and NDSL Form
22. NFLP Deferment Perkins, Miller, Crimson and NDSL Form
23. NFLP Certification Perkins, Miller, Crimson and NDSL Form
24. NFLP FB Perkins, Miller, Crimson and NDSL Form
25. NFLP Partial Cancel Perkins, Miller, Crimson and NDSL Form
26. NFLP Postponement Perkins, Miller, Crimson and NDSL Form
27. PCL Perkins, Miller, Crimson and NDSL Form
28. Name Change Perkins, Miller, Crimson and NDSL Form
2. Deferment Request for NFLP Perkins, Miller, Crimson and NDSL Form
3. Economic Hardship Deferment for Perkins Perkins, Miller, Crimson and NDSL Form
4. EHDR for IU Loans Perkins, Miller, Crimson and NDSL Form
5.5 FELLOW_Certification Perkins, Miller, Crimson and NDSL Form
5. Graduate Fellowship Deferment Request Perkins, Miller, Crimson and NDSL Form
6. In-School Deferment for Perkins Perkins, Miller, Crimson and NDSL Form
7. HRSA Student Deferment Request Perkins, Miller, Crimson and NDSL Form
8233 - Non Resident Alien Withholding Exemption Taxes Form
8. In School Deferment for IU Loans Perkins, Miller, Crimson and NDSL Form
9. NFLP In School Deferment Perkins, Miller, Crimson and NDSL Form
Direct Consolidation Loan Application and Promissory Note Form
Example W-8BEN Taxes Instruction
Example W-8BEN-E Taxes Reference
Example W-8BEN-E Short Form Taxes Reference
Fellowship Questionnaire Taxes Form
Financial Arrangement Form Health Profession and Nursing Loans Form
Form 8863 Education Credits (American Opportunity and Lifetime Learning Credits) Taxes Form
Form TL11A - Tuition, Education, and Textbook Amounts - University Outside Canada Taxes Form
Individual Tax Identification Number (ITIN) Application Request Taxes Form
IU Bursar Medical Documentation Appeal Form IU Bursar and Other Forms Form
IU Bursar Tuition and Fees Dispute Appeal Form IU Bursar and Other Forms Form
Leaving IU, What to do next Reference
NFLP Request for Deferment Nurse Faculty Loans Form
Nursing and Health Profession Deferment Health Profession and Nursing Loans Form
Primary Care Post-Residency Certification (PCCL) Health Profession and Nursing Loans Form
Request for Duplicate Tax Form Taxes Form
Request for Duplicate Tax Form - Suppliers & Former Employees & Students Taxes Form
Request for Prior Year Corrected Tax Form Taxes Form
Request for Prior Year Social Security and/or Medicare Tax Correction Taxes Form
Revoke eConsent Request for IRS Form 1098-T Taxes Form
Student Forms Reference Materials Reference
University Accounting Services (UAS) Name Change Request IU Bursar and Other Forms Form
W-8BEN Taxes Form
W-8BEN-E Non-FATCA Taxes Form
W-9s - Request for Student or Borrower Taxpayer Identification Number and Certification Taxes Form