Weinberg College Exception Request Form

Weinberg College Exception Request Form

Use this form to submit a policy exception request for non-sponsored NUFinancials transactions.

NetID of individual completing form*

A NetID is usually what you use to log into Northwestern systems and is typically in the form abc123 or abc1234.

A NetID is NOT your EMPLID (employee ID).

Name of individual completing form*

Enter your own name (even if you are filling out this form on behalf of someone else).

Email address of individual completing form*

Enter your Northwestern email address (even if you are filling out this form on behalf of someone else).

Are you the financial transaction approver for your department/unit?

If you are in the list of financial approvers for your unit (a list reviewed and approved by the Dean's Office) please check this box.

Are you filling out this form as proxy for someone else?

Check this box if you are filling out this request on behalf of another employee or student.

Filling out form on behalf of:

DepartmentUnit*

This selection will determine to whom the request will be sent for approval. To view the approvers to whom your request will be routed, by unit/department, review this list of approvers.

Select

NUFinancials Transaction ID

Enter the Expense Report or Payment Request number if available

Policy for which exception is needed*

Please select the policy for which you are requesting an exception. If the policy is not listed, select "Other."

Select or enter value

Other policy*

Enter the specific policy language for which you are requesting an exception.

Policies

Justification and Details of Expense

Justification for reimbursement or payment based on the policy for which the exception is needed.*

Please limit your response to a short sentence or two at most.

If you choose more than one policy, you MUST provide more than one justification.

90-Day Exception: Original expense date*

Enter the date of the expense. If there are multiple expenses, enter the date of the oldest.

90-Day Exception: Employee acknowledges policy*

Check this box to indicate agreement to comply to the best of your ability with the 90-day policy for future reimbursements. If completing as a proxy, check this box to confirm the person being reimbursed has been reminded of policy.

90-Day Exception: Invoice date*

Missing Receipt: Expense amount*

If multiple expenses, list all

Missing Receipt: Has the vendor been contacted to request a copy of the receipt? What was the result?*

Please limit your response to a short sentence.

Missing Receipt: What documentation is available to confirm expense? Please attach documentation below.*

Please limit your response to a short sentence.

Exceeding Policy Limits: Event title/description*

Please limit your response to a short sentence.

Exceeding Policy Limits: Allowable Per Person Cost*

Please refer to the published University Spending Limit Guidelines to determine the allowable per person cost for the event

Exceeding Policy Limits: Total cost of event*

Exceeding Policy Limits: Number of attendees*

Please make an estimate, if necessary.

Exceeding Policy Limits: Per person cost*

Other: Expense Description*

Supporting Documentation

Attach supporting documentation

Drag and drop files here or

Send me a copy of my responses

Privacy Notice|Report Abuse