Forms
Displaying 1 - 55 of 55
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Requirement for travel | n/a |
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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 |
Equipment Disposal Form | Use this form when you need to dispose of University-owned equipment. | n/a |
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n/a | |
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To log records to be destroyed | 2/20/14 |
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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 |
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To record driving miles travelled on a trip. | 12/15/14 |
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Campus Policy for Dean/Vice Chancellor approved University reimbursement for Home Internet Use: | 3/1/16 |
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To terminate approval signature delegation. This form will remove current delegations. | 3/1/16 |
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To report attendence and business purpose of event ticket. | 3/1/16 |
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Excel Spreadsheet for uploading Journal Entries into the Administrative Accounting System. | 5/18/16 |
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Used to grant spending authority to a delegated departmental staff for on campus transactions (recharges). | 6/7/16 |
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Customizable University Invoice | 6/7/16 |
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For use with payments/recharges made directly to vendor for business meals/meetings. | 6/15/16 |
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For state funds only - payment voucher to request payment. | 7/1/16 |
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For use in transferring expenses from/to a sponsored project | 7/28/16 |
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Use this form to account for equipment that will be used off the Amherst Campus. | 2/21/17 |
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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 |
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Use this form to notify the Property office on the transfer of university equipment to a department on campus. | 2/21/17 |
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This form is used to request the inactivation of existing chartfield strings. | 4/13/17 |
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To certify substantial business use of cell phone. | 5/10/17 |
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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 |
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Used when making a Reimbursement payment to a "US Resident" Non-Employee One Time Vendor. | 7/7/17 |
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*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 |
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Excel Spreadsheet for uploading Journal Entries into the Administrative Accounting System. Spreadsheet is for Window 10 users | 10/26/17 |
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Payment for participating in a study. | 12/8/17 |
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Foundation Disbursement Voucher | 1/3/18 |
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Termination of Cell Phone or Home Internet reimbursement | 8/13/18 |
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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 |
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Needed when claiming an exception to the Fly American Act | 9/24/18 |
Deposit Slip | Used to record receipts. Also see the guidelines on how to fill out your deposit slip. | 12/18/18 |
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4/17/19 | |
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 |
Travel Registry-Remove unwanted/junk registry from Terra Dotta Travel Registry | Form to remove unwanted Travel Registry items from Terra Dotta | 7/24/19 |
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For determining allowability of expenses on Federal Grants | 2/25/20 |
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Used to make changes to the Department ID Account Administrator | 8/23/21 |
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Use this form to account for the status of university equipment other than a transfer to a department on campus. | 2/9/22 |
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To acknowledge receipt of a gift card by an employee | 7/1/22 |
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To acknowledge receipt of a gift card by a non-employee | 7/1/22 |
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Gift card log to help departments document the distribution of gift cards | 7/1/22 |
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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 |
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This form is required to settle an International Travel Advance | 3/8/23 |
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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... | 5/2/23 |
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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... | 5/3/23 |
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This form is used to request a cash advance for International Travel | 5/3/23 |
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To request cash advance for Human Subjects Payments | 5/3/23 |
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5/30/23 | |
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Particpant/REU/RET UMass Student Payments Form | 6/26/23 |
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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. | 7/21/23 |
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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... | 7/21/23 |
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This form is used the request a new chartfield string for the purpose of financial accounting. | 8/30/23 |
Non-Payroll Cost Transfer PowerForm | For use in transferring non-payroll expenses from/to a sponsored project. | 9/6/23 |
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Job Aid for Non-payroll Cost Transfer PowerForm | 9/9/23 |
Wire Transfer Request Documentation | General link for all Wire Request Information (instructions, forms, signature authority). Scroll down and click Wire Transfers under the General Information section. | 9/12/23 |
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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. | 11/15/23 |