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 or above 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
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

Treasury

Wire Transfer Form — Requesting payment via wire transfer Downloadable
Foreign Currency Payment Form – Requesting payment via check in a foreign currency Downloadable

Purchasing & Property

Electronic Purchasing Application – Access authorization to the Tufts electronic marketplace/requisitioning system for the purchase of university goods and services 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
Property Equipment/Change and Notification – Notifying the Property Office of any equipment changes (recycling, relocation, transfer, etc)  Downloadable
Artist Performance Agreement Downloadable

Taxes & Other

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