Forms

Displaying 1 - 59 of 59

Title Purpose Last Updated
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. n/a
B Eligibility Certification 4/4/18
Business Expense Form For use with payments/recharges made directly to vendor for business meals/meetings. 6/15/16
Cell Phone Agreement Form To certify substantial business use of cell phone. 5/10/17
Cell Phone or Home Internet Termination Form Termination of Cell Phone or Home Internet reimbursement 8/13/18
Certificate of Record Destruction To log records to be destroyed 2/20/14
Chartstring Create Request Form This form is used the request a new chartfield string for the purpose of financial accounting. 9/22/22
Chartstring Inactivation Request Form This form is used to request the inactivation of existing chartfield strings. 4/13/17
Controller's Office Advance To request cash advance for Human Subjects Payments 7/1/22
Department ID Manager Change Request Used to make changes to the Department ID Account Administrator 8/23/21
Deposit Slip Used to record receipts.  Also see the guidelines on how to fill out your deposit slip. 12/18/18
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... 7/7/17
Disbursement Voucher-Foundation Foundation Disbursement Voucher 1/3/18
Employee Gift Card Receipt Form To acknowledge receipt of a gift card by an employee 7/1/22
Equipment Action Form Use this form to account for the status of university equipment other than a transfer to a department on campus. 2/9/22
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 Disposal Form Use this form when you need to dispose of  University-owned equipment. n/a
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
Event Ticket Use Report To report attendence and business purpose of event ticket. 3/1/16
Fly America Act Exception Form Needed when claiming an exception to the Fly American Act 9/24/18
Foreign Source Memo 9/24/18
Gift Card Log Gift card log to help departments document the distribution of gift cards 7/1/22
Home Internet Service Agreement Campus Policy for Dean/Vice Chancellor approved University reimbursement for Home Internet Use:  3/1/16
Homeland Security Invoice 4/17/19
Human Subject Participant Payment for participating in a study. 12/8/17
Internal Authorization Used to grant spending authority to a delegated departmental staff for on campus transactions (recharges). 6/7/16
International Travel Advance Request Form This form is used to request a cash advance for International Travel  3/8/23
International Travel Advance Settlement Form This form is required to settle an International Travel Advance 3/8/23
Invoice Customizable University Invoice 6/7/16
IRS Form W-8 BEN Requirement for adding or changing a foreign individual on the finance system. 8/14/17
IRS Form W-8 BEN-E Requirement for adding/changing a Foreign Entity on the finance system. 8/14/17
IRS Form W-8 ECI Used for Foreign Entities who have Effectively Connected Income to the United States. 8/14/17
IRS Form W-8 EXP Used for Foreign Entities who are Tax-Exempt in the United States, 6/26/17
IRS Form W-8 IMY Used for Foreign Intermediaries or Flow-Through Entities. 8/14/17
Journal Upload Spreadsheet Excel Spreadsheet for uploading Journal Entries into the Administrative Accounting System. 5/18/16
Journal Upload Win10 Spreadsheet Excel Spreadsheet for uploading Journal Entries into the Administrative Accounting System.  Spreadsheet is for Window 10 users 10/26/17
Mileage Log To record driving miles travelled on a trip. 12/15/14
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
Non-Employee Gift Card Receipt Form To acknowledge receipt of a gift card by a non-employee 7/1/22
Non-Payroll cost Transfer Request For use in transferring expenses from/to a sponsored project 7/28/16
Off-Site Equipment Form Use this form to account for equipment that will be used off the Amherst Campus. 2/21/17
Participant Support Cost REU/RET Payments Form Particpant/REU/RET UMass Student Payments Form 7/12/16
Payment Input Form For state funds only - payment voucher to request payment. 7/1/16
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
Recharge Form To record intra campus revenue cost center activities (for non-state accounts only).  The PDF version when completed, should be submitted to General Accounting. This form for use with MAC computers and departments without ability to use Recharge Upload Spreadsheet 8/13/18
Recharge Upload Excel Spreadsheet for Win 7 or Win 10 To record intra campus revenue cost center activities (for non-state accounts only).  The Excel form is to be used for uploading recharges into PeopleSoft.  For information or 1-on-1 Training on using this form please email Andrew Tan at atan [at] umass.edu. 10/28/22
Sales Tax Forms ST-5, ST-2, Universities W-9 Tax & Compliance, Tax Forms found at the Treasurer's Office/UMass President's Office 6/27/19
Signature Delegation for Departmental DeptID's with Non-Sponsored Chartstrings To give approval signature delegation for Non-Sponsored Chartstrings under Departmental DeptID's (DeptID's ending in 000).  This request will not change the Account Manager name on the DeptID(s), use the CM_DeptID_Mgr_Change form to change the DeptID manager.  10/21/22
Signature Delegation for Sponsored Projects and PI DeptID's To give approval signature delegation for PI DeptID's (DeptID's ending in 001-999) and Sponsored Grant Charstrings.   Must complete OWL training for Post Award-Financial Research Administration Training for Principal Investigator Signing/Approval Authority on Sponsored Projects before submitting... 10/21/22
Signature Delegation Termination Form To terminate approval signature delegation.  This form will remove current delegations. 3/1/16
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. 7/7/17
Single Payment Voucher for Reimbursement Used when making a Reimbursement payment to a "US Resident" Non-Employee One Time Vendor. 7/7/17
Subrecipient Invoice Template Subrecipient invoices must contain current and cumulative costs, UMass Subaward # and proper certification. Subrecipients may use this template or provide their own invoice which has the required elements as indicated in the terms of the award. 7/1/22
Travel Authorization Requirement for travel n/a
Travel Registry-Remove unwanted/junk registry from Terra Dotta Travel Registry Form to remove unwanted Travel Registry items from Terra Dotta 7/24/19
UMass Federal Costing Exception Form For determining allowability of expenses on Federal Grants 2/25/20
US Bank Declining Balance Card Application for Human Subject Participant Gift Cards The US Bank Declining Balance Card Application for Human Subject Participant Gift Cards can be requested for the purpose of distributing gift cards to human subject participants (limit is $100 per person per study). University Institutional Review Board (IRB) approval is required. An Application... 8/16/22
US Bank Declining Balance Card Application for Purchasing Gift Cards The US Bank Declining Balance Card Application for Purchasing Gift Cards can be requested for the purpose of purchasing gift cards as allowed in the Campus business expense policy (limit is $100 per person per event). If you are requesting gift cards for human subject participants, please complete... 6/15/22
Wire Transfer Request Documentation General link for all Wire Request Information (instructions, forms, signature authority) 8/31/20
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