L&S Lump Sum Payments to UW Students Guide

The L&S process for making non-service lump sum payments to UW students

L&S Guide to Non-Service Lump Sum Payments to UW Students
 August, 2018

The focus of this document is on the L&S process for making non-service lump sum payments to UW students. For service-related payments to students, please contact the appropriate HR representative assigned to your department (information about service-related payments are not included in this document).

Regardless of which mechanism is used for non-service lump sum payments to students, the L&S Business Office staff assigned to your unit will normally be your first point of contact. Mehdi Rezai and his team will coordinate with Cheryl Adams Kadera and Joe Farrenkopf for any payments to be routed through the payroll system.

Step-by-Step Procedure 

In an effort to simplify and streamline this process and maintain our ability to track requests for student payments, L&S uses a simple fillable form which is available via the following links on the L&S Administrative Gateway:

Single payee -Non-ServiceStudentLumpSumPaymentForm-DepartmentUse (Single Payment)

Multiple payeesNon-ServiceStudentLumpSumPaymentSpreadsheet-DepartmentUse (Multiple Payees)

Note that the submission forms allow for multiple funding sources to be included, if necessary.

1. Completed forms along with award letters should be submitted to the following email address: studentpayment@ls.wisc.edu (payments to multiple students with the same type of payment may be submitted on an accompanying spreadsheet rather than filling out a separate form for each student – if you submit a spreadsheet, please include all of the same pieces of information as shown on our individual submission form, and list undergraduate and graduate students on separate spreadsheets).
2. Staff from the L&S Business Office will notify the person requesting the lump sum payment if the payment should be processed via the Bursar's Office or via PIR.  If the L&S Business Office determines that the payment must be processed via the payroll system, the L&S Business Office will forward your submission to the L&S HR/Payroll Office.
3. If the L&S Business Office forwards the request to the L&S HR/Payroll Office, Cheryl Adams Kadera will determine the appropriate title and authorize the payment.  Joe Farrenkopf will send additional processing instructions to the person who requested the payment.  Do not make entries in JEMS New Hire prior to receiving such instructions.
At any time during this process, any/all of the staff involved will be able to determine the status of the payment. We have developed an internal tracking system for this purpose. The person in your department requesting the lump sum payment (as indicated at the bottom of the completed form) will be kept informed as actions occur.

Campus Forms and Documents:

Non-Credit External Internship or Research Support payments Review Form:

Student Support Program Review-Google Form

Non-Service Lump Sum Payment Presentation:

StudentPaymentsGuidelinesDocumentFinalMarch2019.pdf

Non-Service Lump Sum - Tax Treatment:

Student Payment Categories by Tax Document

Procedure for processing Non-Resident Aliens from UW-Madison Campus HR

NRA Lump Sum Scholarship Procedure for Dept_Division UW Campus HR


UW-Madison Definitions (Scholarship, Fellowship etc):

Definitions