Financial Services Forms

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.

Use this form when you need a new endowed or trust account

Federal TD1 Personal Tax Credits Return

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.

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 complete the TD1IN - Information sheet

How to Obtain Your Lakehead University Record of Employment (ROE)

How to view your T4 on MyInfo

Mileage claim form for business use of a personal vehicle.

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

Professional Expenses Claim Form for Sessionals/Contract Lecturers (PDF)

Provincial TD1 Ontario Personal Tax Credits Return

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