Forms

Purchasing/Accounts Payable

• Bank of America (BOA) P-Card 
  • BOA User Guidelines and User Guide 
  • BOA Application Form           
    • instructions for completion
  • BOA Monthly Reconciliation form ( for travel and non travel expenses)
    • instructions for completion
• Purchase Order
• Payment Request/Reimbursement 
• Single/Sole Source Request
• Travel Advance Request

Paper Forms

Paper forms should be completed in Adobe Acrobat Reader or Pro in order for embedded calculations to function properly.   

Purchasing/Accounts Payable 

Accounts Payable Direct Deposit form

Certificate of Foreign Status (IRS Form W-8 Ben)

Exemption from Witholding for Non Resident Aliens (IRS Form 8233)

Human Subject/Participant Payment Form 

International Visitors, Checklist for Payments to

Moving Expense Reimbursement Request and Authorization Form

Payments to B-1 & B-2 visitors (SFA-7)

Tax Payer Identification Number request (IRS Form W-9)

• Bank of America (BOA) P-Card Forms
  • BOA Missing receipts form
• Equipment
  • Equipment Insurance Request
  • Transfer/Disposal of Equipment
• Independent Contractor/Consultant
  • Independent Contractor Classification
  • Independent Contractor Agreement - Under $2,500
  • Independent Contractor Agreement - Over $2,500
• Travel
  
  • Travel Payment Request 
  • Meal Reimbursement Form for Non-Overnight Travel
• Tax Exempt 
  • RF NYS Tax Exempt Form
  • California Tax Exempt Form
  • Florida Tax Exempt Form
  • Massachusetts Tax Exempt Form
  • New Jersey Tax Exempt Form
  • Pennsylvania Tax Exempt Form
  • Tennessee Tax Exempt Form
  • Texas Tax Exempt Form