Forms

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.

	Category		Form Name		This form is used for….		Form Type
			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
			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 cellphone and/or internet connection		Downloadable
			Consultant Payment Form		Authorization and payment of services of a consultant (non-Tufts employee)		By Request Only
			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 procurment 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/Transacation 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 & password for online access to purchase goods for the university.		Downloadable
			Vendor Justification Form		To accompany requisitions when orders are greater than $5000.		Downloadable
			Wire Transfer Form		Requesting payment via wire transfer		Downloadable
			Foreign Currency Payment Form		Requesting payment via check in a foreign currency		Downloadable
			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