Forms

Disbursement & Transfer Forms — Important Announcement Regarding the Disbursement Process
Disbursement Form WISER Account (Under $5K) – you must use this form for reimbursements to a WISER account under $5,000
Disbursement Form WISER Account ($5K+) – you must use this form for reimbursements to a WISER account $5,000 or greater
Disbursement Form (Under $5K) – this form cannot be used for a WISER reimbursement
Disbursement Form ($5K+) – this form cannot be used for a WISER reimbursement
W-9 Form
Foundation Transfer Form – use this form to transfer funds between two Foundation funds
Scholarship Disbursement Form:  PDF  |  DocuSign Form
*Instructions on Submitting Disbursement & Transfer Forms

Gift Forms
Gift Form
Gift in Kind Form
Delivery Instructions for Stock Gifts

List Requests
Alumni Data Request Form
Advancement Officer Alumni-Donor Data Request Form

Raffle Forms

UWOF Raffle Procedures & Guidelines
Raffle Pre-Approval Application
Event or Raffle Financial Report
Raffle Payment Information Sheet
W-9 Form

Other Forms
Deposit Slip
Event Pre-Approval Form
OLX Request Form
UWOF Sales & Use Tax Exemption Certificate
UWOF Certificate of Exempt Status Cards

Policies

Data Sharing Policy
Fund Expenditure Policy
Fund Policy
Fundraising Policy
Gift Acceptance Policy
Scholarship & Award Policy