Forms

Get Purpose Last Updated Topic
Assignment of Account Administrator Do not use this form to change the manager on a Department ID. This form is used to assign fiscal authority from a vice chancellor, dean, director or department head to a fiscal manager. This request will change the Account Manager name in the DeptID(s) to the manager assign. Chartfield Maintenance
B Honoraria Eligibility Certification 3/31/17 Foreign Visitor Payments
Business Expense Form For use with payments/recharges made directly to vendor for business meals/meetings. 6/15/16 Accounts Payable, General Accounting
BuyWays Vendor Information Used for Active PeopleSoft (PS) Vendors that need to be added to BuyWays. 7/1/16 Vendor File
Cell Phone Agreement Form To certify substantial business use of cell phone. 3/16/17 General Accounting
Certificate of Record Destruction To log records to be destroyed 2/20/14 General Accounting
Chartstring Create Request Form This form is used the request a new chartfield string for the purpose of financial accounting. 2/1/17 Chartfield Maintenance
Chartstring Inactivation Request Form This form is used to request the inactivation of existing chartfield strings. 4/13/17 Chartfield Maintenance
Controller's Office Advance To request cash advance for Human Subjects and Programs 10/18/16 Accounts Payable, General Accounting
Department ID Manager Change Request Used to make changes to the Department ID Account Administrator 6/30/16 Chartfield Maintenance
Deposit Slip Used to record receipts. Also see the guidelines on how to fill out your deposit slip. 1/1/10 General Accounting
Disbursement Voucher *Use Direct Payment form in BuyWays for Direct Payments that have Account Code equal to 7XXXXX.  Use this form for Account Codes other than 7XXXXX.  This form is used to make payments without a Purchase Order... 7/13/16 Accounts Payable
Equipment Action Form Use this form to account for the status of university equipment other than a transfer to a department on campus. 2/21/17 Equipment
Equipment Coordinator Designation Form The purpose of this form is to provide information on a designated Equipment Coordinators within a department.  The completed form should be e-mailed to the Property Office. 2/21/17 Equipment
Equipment Disposal Form Use this form when you need to dispose of  University-owned equipment. Equipment
Equipment Transfer Form Use this form to notify the Property office on the transfer of university equipment to a department on campus. 2/21/17 Equipment
Event Ticket Use Report To report attendence and business purpose of event ticket. 3/1/16 Accounts Payable
Fly America Act Exception Form Needed when claiming an exception to the Fly American Act 11/12/14 Research Accounting, Travel
Foreign Source Memo 3/31/17 Foreign Visitor Payments
General Recharge Form To record intra campus revenue cost center activities (for non-state accounts only). 1/30/07 Recharge
General Recharge Form To record intra campus revenue cost center activities (for non-state accounts only). 1/30/07 Recharge
Home Internet Service Agreement Campus Policy for Dean/Vice Chancellor approved University reimbursement for Home Internet Use:  3/1/16 General Accounting
Human Subject Participant Advance Settlement Payment for participating in a study. 5/26/16 Accounts Payable
Internal Authorization Used to grant spending authority to a delegated departmental staff for on campus transactions (recharges). 6/7/16 General Accounting
Invoice Customizable University Invoice 6/7/16 Accounts Payable
IRS Form W-8 BEN Requirement for adding or changing a foreign individual on the finance system. 2/28/14 Foreign Visitor Payments
IRS Form W-8 BEN-E Requirement for adding/changing a Foreign Entity on the finance system. 4/12/17 Foreign Visitor Payments
IRS Form W-8 ECI Used for Foreign Entities who have Effectively Connected Income to the United States. 7/1/16 Foreign Visitor Payments
IRS Form W-8 EXP Used for Foreign Entities who are Tax-Exempt in the United States, 7/1/16 Foreign Visitor Payments
IRS Form W-8 IMY Used for Foreign Intermediaries or Flow-Through Entities. 7/1/16 Foreign Visitor Payments
IRS Form W-9 Requirement for adding/changing a vendor on the finance system. 7/1/16 Vendor File
Journal Upload Spreadsheet Excel Spreadsheet for uploading Journal Entries into the Administrative Accounting System. 5/18/16 General Accounting, Journal Workflow
Journal Upload Win10 Spreadsheet Excel Spreadsheet for uploading Journal Entries into the Administrative Accounting System.  Spreadsheet is for Window 10 users 1/20/17 General Accounting, Journal Workflow
Mileage Log To record driving miles travelled on a trip. 12/15/14 Travel
Missing Itemized Receipt/Documentation Affidavit for Travel/Employee Reimbursement Necessary when itemized receipt is lost or missing for Employee Reimbursements and Travel 4/11/14 Accounts Payable, General Accounting, Travel
Moving Expense Tax Form 2015 Used to ensure proper tax reporting and withholding. 1/1/15 Employees Moving
Moving Expense Tax Form 2016 Used to ensure proper tax reporting and withholding. 1/1/16 Employees Moving
Moving Expense Tax Form 2017 Used to ensure proper tax reporting and withholding. 2/1/17 Employees Moving
Non-Payroll cost Transfer Request For use in transferring expenses from/to a sponsored project 7/28/16 Research Accounting
Off-Site Equipment Form Use this form to account for equipment that will be used off the Amherst Campus. 2/21/17 Equipment
Participant Support Cost REU/RET Payments Form Particpant/REU/RET UMass Student Payments Form 7/12/16 Research Accounting
Payment Input Form For state funds only - payment voucher to request payment. 7/1/16 State Funds
Procard Forms Forms related to the University of Massachusetts Amherst - Procurement Credit Card Program. Procard Audit and Compliance
Quasi Endowment Request Form Request Form for Amherst Departments to transfer restricted funds, primarily gift balances not expected to be used over a five year period, to the University foundation by creating a quasi endowment. 12/10/14 General Accounting
Signature Delegation for Non-Sponsored Chartstrings To give approval signature delegation for Non-Sponsored Chartstrings.  This request will not change the Account Manager name on the DeptID(s).  1/19/17 Chartfield Maintenance
Signature Delegation for Sponsored Projects To give approval signature delegation for Sponsored Grants.  Must complete OWL training for Cost Allowability on Federal Sponsored Grants.  This request will not change the Account Manager name in the DeptID(s). 1/19/17 Chartfield Maintenance, Research Accounting
Signature Delegation Termination Form To terminate approval signature delegation.  This form will remove current delegations. 3/1/16 Chartfield Maintenance
Single Payment Voucher for Refund This form is used to make a refund payment only for a one-time vendor without having to create and store the vendor in the system. 1/12/16 Accounts Payable
Single Payment Voucher for Reimbursement Used when making a Reimbursement payment to a "US Resident" Non-Employee One Time Vendor. 1/12/16 Accounts Payable
Travel Authorization Requirement for travel Travel
Vendor Add Change Form Use to add or change Vendor and information. 2/13/17 Vendor File
Wire Transfer Form required for requesting wire payments. 7/1/16 Accounts Payable