Financial Services Forms

Use this form when you need a new cost centre account.

OPSEU Banked Overtime Adjustment Form

Pay Schedule for United Steelworkers Union (USWA), International Union of Operating Engineers (IUOE), and UNIFOR Employees - Revised for Year-End Early Cutoffs

BM Bi-Monthly Salary for Graduate Assistants (CUPE), and Post-doctoral Fellows

BS Full-time bi-weekly salary (COPE)

To be used for Cellular (Mobile) Telephone Reimbursement Request. Completed forms should be emailed to Accounts Payable at acctspayable@lakeheadu.ca for processing.

Use this form to submit a cheque requisition, requesting payment for non-travel and non-hospitality charges, not made on a Lakehead Purchasing Card. Payments are reimbursed in either Canadian dollars or U.S. dollars.

Justification Form for Computer, Software and Electronic Equipment Purchases from Research Fund Accounts.

Conflict of Interest and Non-Disclosure Agreement

Please visit the designated Visa Card Program webpage for more details on the corporate card program. There you can find the corporate card Visa application link.

Election to stop Contributing to the Canada Pension Plan, or Revocation of a Prior Election

To delegate signing authority to another researcher for expenditures up to $5,000. Completed form should be sent to Research Accounting (mross@lakeheadu.ca or ra.finance@lakeheadu.ca).

Use this form to request a transfer of expenses from one department budget code to another. Completed forms should be emailed to agjohnso@lakeheadu.ca for operating and ancillary or to mross@lakeheadu.ca for research and trust.

If you need to move base budget dollars, please reach out to Budgeting & Accounting.

Electronic Payment Form for vendors or persons to submit their direct deposit information. Please ensure to include a void cheque or a financial institution direct deposit transfer form when returning the Electronic Payment Form to Accounts Payable. For payments in Canadian Dollars only.

This form should be used for payment of invoices by bank transfer (wire transfer) to international vendors (or payment in a currency that is not Canadian Dollars CAD or United States Dollars USD). If a payment needs to be made in CAD or USD, please submit a cheque requisition (or purchase order), including the vendor's bank account details for EFT payments made in CAD.