Financial Forms & Resources

All budget forms should be submitted to umbudget@maine.edu for processing.

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Forms

Budget orders are required to move funding between revenue and expense categories (e.g., revenue to personnel or operating to capital). These changes must be approved by the University of Maine System (UMS) Finance Office.

The collection and handling of cash are governed by the University of Maine System (UMS) (APLs). Employees responsible for handling cash are required to participate in a  annually.

Financial transaction forms are used for transactions within revenue, operating, capital, or transfer accounts (e.g., revenue to revenue or capital to capital). This form can be used to make corrections to actuals, make transfers between fund codes, or reallocate your current budget.

Interdepartmental order forms (IDOs) are transactions between two University of Maine System campuses or departments for goods and/or services.

Payroll forms are used to change employee payroll records, such as determining where salary or wage earnings should be distributed from or through a retroactive change in reallocating compensation.

Position Management reallocation or cost share forms should be used to make current budget changes to all personnel accounts (compensation and fringe).

The following forms should be used when setting up new programs (5XXXX) or projects (5XXXXXX). These forms will be reviewed by the Office of Business Services and subject to final approval by the UMS Accounting Office.

Resources

Accounts Receivable / Cash Management

  • APL I-A.
  • APL I-D.
  • APL I-E.
  • APL I-F.
  • APL IV-F.

Budget Authority and Responsibility

  • APL IV-C.
    • University of Maine Signature Authority Matrix
  • APL IV-D.
  • APL IV-E.

Financial Procedures and Use of Funds

  • APL IV-B.
  • APL IV-H.
  • APL IV-I.
  • APL V.B.
  • APL VII.A.
  • APL VII.B.
  • APL VII.D.
  • APL VII.E.
  • APL VII.H.

Salary & Wage Account Codes and Applicable Benefit Rates

For rates prior to FY2026, please visit here: