Financial Services Forms
2021 Lakehead University Payroll Year-end Cut-off Schedule
2021 Lakehead University Payroll Year-end Cut-off Schedule
Account Set-up Form
Use this form when you need a new cost centre account.
Banked Overtime Adjustment Form
OPSEU Banked Overtime Adjustment Form
BH Full-time bi-weekly hourly (IUOE, OPSEU, UNIFOR, UUSW) Pay Schedule
Pay Schedule for United Steelworkers Union (USWA), International Union of Operating Engineers (IUOE), Ontario Public Service EMployees Union (OPSUE), and UNIFOR Employees
BM Bi-monthly salary; grads (CUPE) post-doc fellows Pay Schedule
BM Bi-monthly salary; grads (CUPE) post-doc fellows
BS Full-time bi-weekly salary (COPE) Pay Schedule
BS Full-time bi-weekly salary (COPE)
Budget Transfer
Use this form to request transfer of budget dollars from one department to another.
Cheque Requisition
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.
Computer Justification Form
Justification Form for Computer, Software and Electronic Equipment Purchases from Research Fund Accounts.
Conflict of Interest and Non-Disclosure Agreement
Conflict of Interest and Non-Disclosure Agreement
Corporate Travel and Entertainment Card Application
Use this form when requesting a corporate card for travel and hospitality related charges.
CPT-30
Election to stop Contributing to the Canada Pension Plan, or Revocation of a Prior Election
Delegation of Signing Authority: Research Funds (Fund 50)
To delegate signing authority to another researcher for expenditures up to $5,000
Departmental Transfer
Use this form to request transfer expenses from one department to another.
Electronic Payment Form
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.
Hospitality (Entertainment) & Working Expense Pre-Approval
As per Lakehead University’s Hospitality Expense Policy, all special events to be in any way funded by the University require prior approval from VP or President in advance. Please complete the form with appropriate clarification to support selective, efficient, effective and sustainable spending to benefit the University and/or its students.
Hospitality (Entertainment) & Working Expense Statement
To be used for university related reception and hospitality expenses. Reception and hospitality expenses must be charged to a University account designated for such expenses. The purpose of the event, including the name of the group, the number of individuals involved, or the names of the guests, must be listed on the Hospitality Expense Statement along with original itemized receipts.
How to access T4 and T4A on myInfo
How to access T4 and T4A on myInfo
How to complete the TD1IN - Information sheet
How to complete the TD1IN - Information sheet
How to Obtain your Record of Employment (ROE)
How to Obtain Your Lakehead University Record of Employment (ROE)
How to view your T4 on MyInfo
How to view your T4 on MyInfo
Mileage Claim Form
Mileage claim form for business use of a personal vehicle.
Missing Receipt Form
Use this form as a placeholder for missing receipts, when submitted paper-based travel or hospitality claims and reconciled purchasing card statements. This form must be signed by the traveller/cardholder, as well as their direct supervisor, in addition to the claim form or the statement.
Moneris Mobile Terminal Procedure Manual
Moneris Mobile Terminal Procedure Manual
Professional Expenses Claim Form: Sessionals
Professional Expenses Claim Form for Sessionals/Contract Lecturers (PDF)
Provincial TD1 Ontario
Provincial TD1 Ontario
Purchasing Card Application
When to use this form: when requesting a purchasing card attached to your departmental budget code or research account code.
Purchasing Card Procedures Guide
Request for Payment of Invoices by Bank Transfer
This form should be used for payment of invoices by bank transfer to international vendors.
Single/Sole Source Certification Form
Anyone purchasing items with an aggregate value above $5,000 from one supplier without procuring 3 competing bids for the purchase. This form is required by the Broader Public Sector Directive on Procurement.
System Access Form for G/L Security or P.O. Requisition
System Access Form to request access of myBudgets (G/L security) and purchase order requisitions for new users, or updates for current users. Approver access can also be requested along with signing authority. Approver access includes access to myBudgets and to creating and approving purchase requisitions. Signing authority should be included with approver access, since a requisition requires approval by someone who has budget signing authority on the budget code used.
Travel Authorization Form
Travel Expense Statement
Travel Expense Statement for re-imbursement of travel expenses, including travel related to research.
This form replaces the old Travel Expense Statement
Wireless POS Report
Wireless Point Of Sale Terminal Report