Forms & Resources

Forms

UF GO Forms

Below, are the forms required to complete to set up or update delegates, delegate approvers, and financial approvers for the UF GO system.

UF GO Delegate Form

UF GO Delegate Request Form – This form is provided to establish Delegates for Users in UF GO. To establish Delegate Approvers, review the UF GO Delegate Approvers form.

Instructions:

• 1. Enter the information in the template form
  2. Send the completed form to the UF GO team via the Contact Form
  3. A Travel Office member will reach out to confirm the changes

UF GO Delegate Approver Form

UF GO Delegate Approver Request Form – This form is provided to establish Delegates for Approvers in UF GO.

Instructions:

• 1. Advice the Delegate Approver to complete UGO200
  2. After training is completed, have your unit’s DSA request the UF_N_TPS_APPROVER – no need for additional comments
  3. Enter the new Delegate Approver information in the template form
  4. Send the completed form to the UF GO team via the Contact Form
  5. A Travel Office member will reach out to confirm the changes

UF GO Financial Approver Form

UF GO Financial Approver Form – This form is provided to establish Financial Approvers in UF GO. When completing the form, ensure for each department ID a primary and secondary Financial Approver is listed.

Process:

• 1. New Financial Approver takes UGO200 Training
  2. Department DSA requests the UF_N_TPS_APPROVER security role – no need for additional comments in this process
  3. Enter the Financial Approver information in the template form
  4. Send the completed form to the UF GO team via the Contact Form
  5. A Travel Office member will reach out to confirm the changes

Additional Forms

• UF Sales Tax Exemption Certificate – Print and provide to vendors who participate in tax exemption.
• Alternate Check Delivery Form – For check that are sent to an alternate address or held for pickup in Elmore Hall.
• Expense Refund Form – Expense refunds are reimbursements (including reimbursements from employees), rebates, and other moneys returned from a vendor.

Travel-Related Forms

For a complete list, visit the Travel’s website FAQs & Resources page.

• Fly America Act Exception Form – Contains information about the Fly America Act, including exceptions, and used when requesting to fly on a non-US air flag carrier.
• International Guest Travel Payment – Used for international guests that may experience delivery problems with their check.
• UF Export Control Compliance Program Guidelines – Guide to UF’s adherence to export licensing requirements.

PCard-Related Forms

For a complete list, visit the PCard Forms page.

• PCard Application: Interested in obtaining a PCard? Review and complete the form