Forms and Policies
Finance Forms (Alphabetical)
A - C
- Additional Funding Request (XLS)
- Amendment Letter Template (DOC)
- Base Budget Increase/Decrease (XLS)
- Budget Transfer (XLS)
- Catering Event Contract Template (DOC)
- Catering Event Rider Template (DOC)
- Clinical Site Affiliation Agreement (DOC)
- Clinical Site Affiliation Agreement- Lenox Hill PA Program (DOC)
- Contract Types and Required Documents (PDF)
- Changes to PMDB (XLS)
- Construction Remodel Projects (XLS)
- Contract Negotiation Checklist (DOC)
- Consultant Agreement Template (PDF)
- Consultant Pre-Approval Template (DOCX)
- Consultant Vendor Service Rider Template (PDF)
- Consultant Vendor Service Rider Template (DOCX)
- Co-Sponsorship Agreement Template (DOC)
D - F
- Detail of Identification of Lower Priority Program (XLS)
- Direct Deposit Form (PDF)
- Employee’s Withholding Allowance Certificate (IT-2104) (PDF)
- Establishing New Cost Centers (XLS)
- Exemption from Withholding on Compensation for Independent (and Certain Dependent) Personal Services of a Nonresident Alien Individual (8233) (PDF)
- Expense Budget (XLS)
- Faculty Absence and Substitution form
- Faculty Planning Worksheet (XLS)
- Facilities Use Agreement Template (DOC)
- Finance Training Registration Form Instructions
- Foreign Corrupt Practices Act (FCPA) (PDF)
- FY 15 Strategic Initiative Template (XLSX)
G - I
- General Rider for Travel Vendors (PDF)
- Gift Card Disbursement Reporting Form (XLSX)
- Honorarium Low Risk Speaking Engagement Invitation Letter Template (DOC)
- Honorarium Low Risk Speaking Engagement Payment Letter HandDelivered Template (DOC)
- Honorarium Low Risk Speaking Engagement Payment Letter Mailed Template (DOC)
- Independent Contractor Payment Request (XLSX)
- Independent Contractor Questionnaire (PDF)
- Independent Contractor Payment Forms (XLS)
- Insurance Explanation (PDF)
- IT Resource Access Agreement Instructions (PDF)
- Interactive Art Model Agreement Template (DOC)
- Grad or Special Program Pro-Forma Form (XLSX)
J - L
M - O
- Marketing and Publications Request (XLS)
- Master Vendor Agreement Template (PDF)
- Master Vendor Agreement Template (DOC)
- New Replacement Equipment (XLS)
- Non-Disclosure Agreement Template (DOC)
- NYS Certificate of Exemption from Withholding (IT-2104-E) (PDF)
- NYS, City of New York and City of Yonkers Certificate of Non- Residence and Allocation of Withholding Tax (IT-2104.1) (PDF)
- Nursing Affiliation Agreement Instructions (PDF)
- Optional Meal Plan Form (PDF)
P - R
- Reconciling Process (PDF)
- Purchasing Card Reconciliation Form (PDF)
- Petty Cash Reconciliation (XLS)
- Business Card Holder Agreement Form (PDF)
- Petty Cash Voucher (XLS)
- PHAREDS MS Excel Spreadsheet (XLSX)
- Physician Assistant Program Clinical Site Agreement Instructions (PDF)
- PO Change Order Form
- Proforma (DOCX)
- Property Movement Form (PDF)
- Recruiter Agreement Template (DOC)
- Renewal Form (DOC)
- Renewal Letter Template (DOC)
- Request for Special Program Budget (XLS)
- Revenue Budget (XLS)
S - U
- Signature Authorization Form (DOCX)
- 2015 Social Security Changes (PDF)
- Software Purchase and Maintenance Agreement Rider Template (DOC)
- Sole Source Justification and Approval Form (PDF)
- Space Move Request Form (PDF)
- Speaker Artist Performer Contract Template (DOC)
- Speaker Artist Performer Rider Template (DOC)
- Stop Payment Form (PDF)
- Student Payment Request (XLSX)
- Study Abroad Resources Instructions (PDF)
- Summary of Additional Funding Request (XLS)
- Summary of Identification of Lower Priority Programs (XLS)
- Tax Exemption Certificate Request Form
- Template Catering-Event Ride (Hotel) (PDF)
- Template Catering-Event Ride (Hotel) (DOCX)
- Template Consultant Agreement (PDF)
- Template Vendor Agreement (PDF)
- Temporary Stipend Form (DOC)
- Travel and Expense Direct Deposit Authorization Form (PDF)
- Travel and Expense Reimbursement Policy (PDF)
- Travel Advance/Reconciliation Form (XLS)
- UG Pro-Forma Form (XLSX)