Forms & Policies

AP Voucher for WD (PDF) Commonly Used Revenue Categories (PDF) Commonly Used Spend Categories (PDF) Department Authorized Signers (PDF) Direct Deposit Authorization (Vendors) (PDF) Domestic Guest Speaker/Lecturer Agreement Template (Word) Employee vs. Independent Contractor Worker Classification Policy (PDF) Foreign National Information Form (FNIF) (PDF)

Missing Receipt Affidavit (PDF) New Supplier Form with Direct Deposit Authorization (PDF) Performing Artist’s Agreement Template (Word) Reimbursable & Non-Reimbursable Quick Reference Guide (PDF) Reimbursement Rates At-A-Glance (PDF) Sales Tax Exempt Purchaser ST-5 (PDF) ST-2 Certificate of Exemption (PDF)

Budget Amendment Request Form (Excel) Journal Transfers/Entry Form (Excel) Request Form to Create or Modify Chart of Account Element (Word) Wire Transfer Requests (Excel)

Cash Handling Policy (PDF) Community Fund Transfer Forms (Excel) Daily Deposit Form (Excel) Daily Deposits Procedures (PDF) Gift Acceptance Policy (PDF)

Policy on Giving to Organizations & Individuals (PDF) Policy on Hiring Recently Graduated Students (PDF) Signature Authority Policy (PDF) Whistleblower Policy

Effort Certification Form (PDF) Effort Certification Instructions (PDF) Effort Certification Policy (PDF) Grant Proposals

I-9 (USCIS.gov) Vacation Advance (PDF)

Creating a Personal Menu in Banner (PDF) Driver Credentialing E-Print Training (PDF) Extract Data in BannerINB (PDF) Finance Training Manual BannerINB (PDF)

Finance Training Manual BannerWeb (PDF) Nolij Viewer (PDF) PCard Transaction Maintenance (PDF) Procurement Card & Miscellaneous Expense Reclassification (PDF)

M-4 (MA Employee’s Withholding Exemption Certificate) W-4 (Employee’s Withholding Allowance Certificate) (PDF) State Tax Forms W-4 Supplemental Instructions for Nonresident Aliens (PDF) W-5 (Earned Income Credit Advance Payment Certificate) (PDF) W-7 (Application for IRS Individual Taxpayer Identification Number) (PDF)

W-8Ben (Certification of Foreign Status of Beneficial Owner for United States Tax Withholding) (PDF) W-8Ben Instructions (PDF) W-9 (Request for Taxpayer Identification Number and Certification) (PDF) 8233 (Exemption from Withholding on Compensation for Independent Personal Services of a Nonresident Alien (PDF) 8233 Instructions (PDF)