Form

Tuition Remission Form

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Departments can use this form to submit a tuition remission.

Departments can use this form to submit a tuition remission for one of their student employees.

Download the Tuition Remission Form (Excel file)

Remission Form Instructions

Tuition remission forms must be completed by the appropriate University School or Department. Students seeking a remission should contact their hiring School or Department.

  1. Complete a separate form for each term. Do not mix terms.
  2. For “Request Type” select the appropriate remission action of ADD or REMOVE. (You can copy and paste if needed.)
    • Please submit a separate file for additions and removals.
    • When removing the remissions, it is the department’s responsibility to notify a student that their remission has been canceled and that they are now responsible for paying their tuition and fees.
  3. To add a remission that was not on the original remission form:
    • Send a separate form containing new names only.
    • When you name this file, follow the instructions in 11 below
  4. To change a remission that was on the original remission form:
    • Send a separate remission form to first remove the incorrect remission authorization.  Then send a second remission form to submit the corrected information.
  5. Save a copy of the remission authorization form on your local drive. When deciding on a name for the form, make reference to your department in the file name.

How to upload these forms

  1. Use the Bursar’s Office Secure Website.
  2. Login with your NetID.
  3. Add the name of your department in the first entry box.
  4. Select the type of form you are submitting.
  5. Attach the file.
  6. Select “Upload File.”

The Bursar’s Office will receive notification once your upload is complete, and you will receive an email with the upload information. Please reference the file ID number if you’re contacting our office regarding an upload file.

Non-Employee Incident Report Form

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Non-Employee Incident Report Form

*If you are having difficulty completing this online form, please contact Risk Management at riskmgmt@bussvc.wisc.edu.

Check Register Worksheet

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Check Register Worksheet

Download Check Register Worksheet (xlsx)

Instructions

  • When using the check register, complete the top portion with the requested information.
  • The DATE column is the date the check was written.
  • The CHECK # column is for the check number, if applicable.
  • After the check has cleared the bank, place an “X” in the STATUS OF CHECK column. If a stop payment is placed on a check, place an “S” in the STATUS OF CHECK column. If a check is voided, place a “V” in the STATUS OF CHECK column.
  • Record the check recipient or vendor’s name in the PAYEE REFERENCE column. For research participants, we recommend using unique participant numbers or initials to keep names confidential. For vendors, we need their complete name.
  • Reminder: Contingent bank accounts need to submit receipts along with the check register for replenishment.
  • Reminder: Custodian Funds for research participant studies, such as replenishable bank accounts and temporary funds, need to maintain participant logs at site and obtain W-9’s per Policy UW-3005 – Payments to Research Participants.

Account Reconciliation Worksheet

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Bank Account Reconciliation Worksheet

Additional information about account reconciliation can be found on the Account Reconciliation User Guide page.

Download Account Reconciliation Worksheet (Excel – .xlsx)

Instructions

Bank account reconciliation instructions

A. Steps to balance your bank account

A1. Fill out the top portion of the account reconciliation worksheet.

A2. Enter the month end balance from the bank statement.

A3. Enter any deposits in transit as of the end of the month you are reconciling.

A4. Enter the month end balance from the check register.

A5. Enter all outstanding checks as of the end of the month you are reconciling. Outstanding checks are those that have not cleared.

A6. Enter any outstanding adjustments as of the end of the month you are reconciling.

A7. The Adjusted Bank Statement Balance and the Adjusted Check Register should equal.

B. Steps to balance to the authorized Custodian Fund amount

B1. Enter the checks written through the month you are reconciling that have not been replenished.

B2. Enter the total amount of checks that have a stop payment. Enter the amount as a negative amount. Note that checks 90 days or older are to have a stop payment placed in US Bank SinglePoint.

B3. Enter the current authorized amount.

B4. Difference should be zero.

B5. Total amount of replenishment that needs to be requested from Cash Management to replenish the bank account. Note: complete replenishments at least every 90 days or sooner.

Download an Illustration of Instructions (Excel – .xlsx)

Reloadable debit card reconciliation instructions

A. Steps to balance account

A1. Fill out top portion of Account Reconciliation Worksheet.

A2. Enter month end balance from Account Reconciliation Report.

A3. Enter any deposits in transit.

A4. Enter month end balance from Card Load Report.

A5. Enter all outstanding payments.

A6. Enter any outstanding adjustments.

A7. The Adjusted Account Statement Balance & the Adjusted Check Register should equal.

B. Steps to balance to the authorized Custodian Fund amount

B1. Enter the card load payments made through the month you are reconciling that have not been replenished.

B2. Enter the total amount of payment reversals.

B3. Enter current authorized amount.

B4. Difference should be zero.

B5. Total amount of replenishment that needs to be requested from Cash Management to replenish the reloadable debit card account. Note: complete replenishments at least every 90 days or sooner.

Reloadable Debit Card Reconciliation Instructions (PDF)