Forms

For questions about use of funds, check request procedures or help with these forms, contact Director of Account Services Teresa Mock at 785-832-7302.

For questions about loans, contact Assistant Director for Loans Mary O'Brien at 785-832-7344.

Check request and related forms

General check request
Addendum
Student award or prize
Transfer between KU Endowment accounts
Travel-related check request
Contractual services
Travel/Miscellaneous expense report - January 2022
Travel/Miscellaneous expense report - January 2021
Property Statement/Usage Statement
ACH Authorization
Form W-9
Request for Investment

Gifts/contributions

Gift-deposit transmittal
Gift in kind donation
Fundraising event notification form
Fundraising event wrap-up form

One Solution Financial reporting system access

One Solution view-only access authorization
Fund account representative change request
One Solution electronic check request set-up worksheet

Loan forms

New funds

Request to open fund account