Documents Page

Used for authorizing internal third party payments for employees that are enrolled in a course for job-related training only.

---

Download Internal Third Party Authorization Form: Employee (xlsx)

Instructions

This form is intended to be used for employees that are enrolled in a course for job-related training only. To qualify as job-related, the training/course must be: Required by the employer or required as a condition to the retention of an established position or status (e.g., continuing professional education courses), taken to maintain or improve skills required in the employee’s present work, or Post Grad Trainees (Post Doc trainees are non-employee).

DO NOT INCLUDE: Training taken to meet minimum educational requirements for employment; training that will qualify the employee for a new trade or business; registration fees for professional meetings, conferences, conventions, etc. Please refer to General Administrative Policy G25 for additional information about Career Related Educational Assistance.

By submitting this form you are verifying that the UW Madison employees listed qualify for job-related training reimbursement.

1. Submit a separate form for each semester. Do not mix terms. Submit a separate form if you intend to have more than one contract for the term. Download a new spreadsheet each semester (we update the forms throughout the year). Be aware, Spring semester third party deferrals do not automatically roll over to Summer….a new Summer form must be submitted.
2. Department Name—Refer to your last third-party invoice. The Department name listed on the authorization form you are submitting must match the name of the Department to be invoiced.
3. Billing Address—Your department’s physical location.
4. Contact NameContact Phone – Email—List whom we can contact for any questions pertaining to the authorization form submitted as well as the invoice. If you submit more than one contact name, the first person listed will be considered the main contact. The third-party tuition invoice will be forwarded to the email listed for the main contact.
5. Term Code—Refer to the Term Code pattern listed on the form at the website.
6. Indicate what the department intends to cover—Select the charges to be covered by this contract.
7. Special Instructions— Indicate change or cancelations.
8. Student name LAST & Student name FIRST— The name you enter on the form should match the student’s name in SIS.
9. Campus ID— Campus ID needs to be entered for each student. We do not have access to PeopleSoft Payroll ids.
10. List dollar limit/limitations— if applicable.
11. If you would like to remove/cancel a student from a third-party contract:
    • It is the department’s responsibility to notify a student that their third-party contract has been canceled and that the student is now responsible to pay their tuition and fees.
    • Do not mix authorizations with cancellations on the same form; submit a separate form for cancellations only. Complete the form for cancellations using the same instructions in 2-9 above.
    • Enter cancellation & reason in the “Special Instruction” box
12. You must save a copy of the authorization form on your local drive. When deciding on a name for the form, make reference to your department in the file name along with “TPAuth” or “TPCancel.“
13. Submit the file using the Bursar’s Office Secure Website.

How to upload your Form

1. Go to the Bursar’s Office Secure Website
2. Login using your NetID.
3. Add the name of your department in the first entry box.
4. Select “Third Party Authorization Forms”.
5. Select the file to upload.
6. Select “Submit Form”.

Contact Information

Bursar’s Office—Third Party Billing
333 East Campus Mall #10501
Madison, WI 53715-1383

thirdparty@bussvc.wisc.edu
608-262-3612

Used for students receiving an internal third party tuition contract.

---

Download Internal Third Party Authorization Form – Non-Employees (xlsx)

Instructions

If an individual is an employee with the University (excluding TA, PA, RA, LSA, Fellows, a student hourly employee, an Asst Faculty Assoc, or a Post Doc trainee) the individual should not be included on this form. (Post Grad Trainees are employees.)

By submitting this form you are verifying that UW Madison employees are not included in the list.

1. Submit a separate form for each semester. Do not mix terms. Submit a separate form if you intend to have more than one contract for the term. Download a new spreadsheet each semester (we update the forms throughout the year). Be aware, Spring semester third party deferrals do not automatically roll over to Summer….a new Summer form must be submitted.
2. Department Name—Refer to your last third-party invoice. The Department name listed on the authorization form you are submitting must match the name of the Department to be invoiced.
3. Billing Address—Your department’s physical location.
4. Contact NameContact Phone – Email—List whom we can contact for any questions pertaining to the authorization form submitted as well as the invoice. If you submit more than one contact name, the first person listed will be considered the main contact. The third-party tuition invoice will be forwarded to the email listed for the main contact.
5. Term Code—Refer to the Term Code pattern listed on the form at the website.
6. Indicate what the department intends to cover—Select the charges to be covered by this contract.
7. Special Instructions— Indicate change or cancelations.
8. Student name LAST & Student name FIRST— The name you enter on the form should match the student’s name in SIS.
9. Campus ID— Campus ID needs to be entered for each student. We do not have access to PeopleSoft Payroll ids.
10. List dollar limit/limitations— if applicable.
11. If you would like to remove/cancel a student from a third-party contract:
    • It is the department’s responsibility to notify a student that their third-party contract has been canceled and that the student is now responsible to pay their tuition and fees.
    • Do not mix authorizations with cancellations on the same form; submit a separate form for cancellations only. Complete the form for cancellations using the same instructions in 2-9 above.
    • Enter cancellation & reason in the “Special Instruction” box
12. You must save a copy of the authorization form on your local drive. When deciding on a name for the form, make reference to your department in the file name along with “TPAuth” or “TPCancel.“
13. Submit the file using the Bursar’s Office Secure Website.

How to upload your Form

1. Go to the Bursar’s Office Secure Website
2. If necessary, log in, using your “My UW” net ID and password.
3. Type the name of your department in the first entry box.
4. Click the “Third Party Authorization Forms” button.
5. In the second entry box, enter the complete file name, or use the “Browse” button to select the file.
6. Click the “Submit Form” button

Contact

Bursar’s Office—Third Party Billing
333 East Campus Mall #10501
Madison, WI 53715-1383

thirdparty@bussvc.wisc.edu
608-262-3612

Use this form to submit key deposits, key returns, and key forfeitures.

---

Download the Key Deposit Form (Excel)

Instructions

1. On the form, select the transaction type: Key Deposit, Forfeit of Key Deposit or Refund of Key Deposit.  A separate form for each type of transaction is required.
2. Enter Department ID.
3. Complete Campus ID, Name, and Amount.
4. Upload the form to the Bursar’s Office secure website.

How to upload this form

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 “Key Deposits” button.
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. If you’re contacting our office regarding an upload file please reference the file ID number.

Use this form to submit an enrollment deposit or forfeiture to the Bursar’s Office for posting to a student’s account in the Student Information System (SIS).

---

This form is specific to the Law School.

Download the Law School Enrollment Deposit Form (Excel)

Instructions

1. On the form, select the transaction type: Credit Card, Check or Forfeitures. A separate form for each type of transaction is required.
2. Enter Term Code.
3. Complete Campus ID, Name, and Amount.
4. Save the form to a folder on your computer. You may assign any file name desired.
5. Upload the form to the Bursar’s Office Secure Website.