Generally, Finance forms are available in Word, Excel or Acrobat pdf format.
Some of the pdf forms have fill in capability. To use these forms, Adobe Acrobat Reader 7.0 is required.
To get the latest version click here .
Accounting
| Account/Fund Create Form – Requesting a NEW chartfield account/fund value or to CHANGE an existing Chartfield value | Downloadable |
| DeptID Create Form – Requesting a NEW chartfield DeptID value or to CHANGE an existing Chartfield Value | Downloadable |
| DeptID Create Form Instructions – Instructions for completing DeptID create form | Downloadable |
| Expense/Cost Transfer Form – Processing accounting adjustments (nonsalary) for DeptId and Proj/Grant | Downloadable |
| Expense Transfer Directions – Comprehensive Directions for completing the Expense Transfer Form | Downloadable |
| Interdepartmental Requisition – Purchasing goods or services from departments within the university | By request only |
| Journal Entry Form – Processing accounting adjustments (nonsalary) for DeptId and Proj/Grant | Downloadable |
| Journal Header Sheet (keypunch only)—Batching and summarizing of keypunch entries and dollar amounts for placement into the PeopleSoft system | Downloadable |
| Journal Id List – Associating Journal ID’s shown on a financial report with the person/department that processed the charge | Downloadable |
| Spreadsheet Journal Template – Uploading accounting adjustments (nonsalary) for DeptId and Proj/Grant | Downloadable |
Disbursement
| Business Reimbursement Form *Updated – Requesting reimbursement for expenses incurred while conducting university business (non-travel related) | Downloadable |
| Business Expense Form Directions – How to Accurately Complete the Business Expense Form | Downloadable |
| Check Voucher – Requesting payment for royalties, scholarships, fellowships, awards, stipends and patient refunds | By Request Only |
| Communication Authorization and Reimbursement Form – Authorization of a university supported cell phone and/on internet connection | Downloadable |
| Direct Deposit Change Form – Routing AP and FSA reimbursements to a bank account other than the primary acct an employee’s paycheck is routinely deposited | Downloadable |
| Expedia Travel Application – Authorization for an Expedia corporate travel account and the online access to arrange university travel | Downloadable |
| Petty Cash/Reimbursement Pads – Requesting reimbursement for expenses incurred while conducting university business (under $50) | By Request Only |
| Petty Cash/Summary Envelopes – Sending petty cash receipts to AP (departments that are requesting reimbursement to their petty cash fund) | By Request Only |
| Poland Springs Automatic Payment Form – Authorization for Poland Spring invoices to be automatically charged to an individual’s Pcard | Downloadable |
| Procurement Card/Application –Authorization for a university employee to obtain the university procurement card | Downloadable |
| Procurement Card/Chartfield Form – Verifying cardholder identity, defining cardholder purchase limitations and setting default accounting information | Downloadable |
| Procurement Card/PeopleSoft Pcard System ID Request Form – Requesting the creation of a PeopleSoft user ID and accompanying access to Procurement Card reports | Downloadable |
| Procurement Card/Transaction Dispute Form – Questioning an unrecognizable transaction placed against a Procurement Card account | Downloadable |
| Purchasing Requisition – Purchasing goods or services from vendors OUTSIDE the university | By Request Only |
| Travel Authorization/Advance *NEW - Authorization and planning of travel, prepayment (Request for a T #) - Excel | Downloadable |
| Travel Expense Form *NEW – Reimbursement for travel expenses - Excel | Downloadable |
| Travel/Authorization, Advance and Expense Form – Authorization and planning of travel, prepayment and reimbursement for travel expenses – Form with envelope | By Request Only |
| Travel/Corporate Mastercard Application – Authorization of a Tufts corporate travel card, for use while on university business only | Downloadable |
| Tufts Marketplace web-ordering Application – Authorization for a userid and password for online access to purchase goods for the university | Downloadable |
| Terms and Conditions - Contract Terms deemed a part of any written agreement between Tufts and the Supplier | Downloadable |
| Tufts Standard Contract Form - To be used for consultants and professional services when contract is required | Downloadable |
| Supplier Justification Form -- To accompany requisitions when orders are greater than $10,000 | Downloadable |
| Wire Transfer Form -- Requesting payment via wire transfer | Downloadable |
| Foreign Currency Payment Form – Requesting payment via check in a foreign currency | Downloadable |
Taxes & Other
| Property Equipment/Change and Notification – Notifying the Property Office of any equipment changes (recycling, relocation, transfer, etc) | Downloadable |
| Alien B-1 or B-2 Forms – Nonresident aliens who enter the US on a B-1 or B-2 visa looking to receive payments for personal services rendered | Downloadable |
| Alien Payment Form – Documenting required information of non-resident aliens receiving non-payroll payments (consultants, stipends, etc) | Downloadable |
| IRS Form 8233 – Nonresident Alien Compensation Exemption – Nonresident aliens who wish to claim treaty benefits on income that is compensation for personal services | Downloadable |
| IRS Form W-8 BEN – Nonresident aliens who wish to claim treaty benefits on income that is NOT compensation for personal services | Downloadable |
| IRS form W-7 Application for IRS ITIN number – Application to apply for an International Taxpayer Identification Number with the IRS | Downloadable |
| W-9 A/P’s Request for Taxpayer Identification and Certification – Gathering of required tax information and certification of a vendor by Accounts Payable. This form is to be filled out by individuals for Honorariums, Stipends, Scholarships, Fellowships and awards. All others use the Purchasing W9 below. | Downloadable |
| W-9 Purchasing’s Request for Taxpayer Identification and Certification – Gathering of required tax information and certification of a vendor by Purchasing Office | Downloadable |
| Deposit Slips – To deposit cash or check to a Tufts DeptID | By request at X72000 |
| Application to Become a Merchant Department – Request authorization to become a Merchant Department accepting credit card and/or eCommerce payments. | Downloadable |
| Suitable Means Checklist – This is the form that must be completed when someone other than the PI signs an effort report. | Downloadable |
