Finance Forms (By Department)
View files in alphabetical order
Accounts Payable
- Petty Cash Missing Receipt Form (XLS)
- Petty Cash Reconciliation (XLS)
- Petty Cash Voucher (XLS) - NEW
- Signature Authorization Form (DOCX)
- Student Award (XLSX)
- Travel Advance Reconciliation Form (XLS)
- Travel and Expense Direct Deposit Self-Service Instructions (PDF)
- Travel and Expense Reimbursement Policy (PDF)
Accounting
Auxiliary Services
Accounts Receivable (Non-Student)
Contracts Administration
- Amendment Letter Template (DOC)
- Catering Event Contract Template (DOC)
- Catering Event Rider Template (DOC)
- Clinical Site Affiliation Agreement (DOC)
- Co-Sponsorship Agreement Template (DOC)
- Consultant Vendor Service Rider Template (PDF)
- Consultant Vendor Service Rider Template (DOC)
- Facilities Use Agreement Template (DOC)
- 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 Questionnaire (PDF)
- Interactive Art Model Agreement Template (DOC)
- Location Filming Agreement (DOC)
- Master Vendor Agreement Template (PDF)
- Master Vendor Agreement Template (DOC)
- Non-Disclosure Agreement Template (DOC)
- Performing Arts - Template Director Agreement (DOC)
- Performing Arts - Template Director Agreement (PDF)
- Performing Arts - Template Designer Agreement (DOC)
- Performing Arts - Template Designer Agreement (PDF)
- Physician Assistant Program Clinical Site Agreement (PDF)
- Recruiter Agreement Template (DOC)
- Renewal Letter Template (DOC)
- Rider to Consultant-Vendor Agreement (DOC)
- Rider to Consultant-Vendor Agreement (PDF)
- Software Purchase and Maintenance Agreement Rider Template (DOC)
- Speaker Artist Performer Contract Template (DOC)
- Speaker Artist Performer Rider Template (DOC)
- Template Catering-Event Rider (Hotel) (PDF)
- Template Catering-Event Rider (Hotel) (DOCX)
- Template Consultant Agreement (PDF)
- Template Consultant Agreement (DOC)
- Template Vendor Agreement (PDF)
- Template Vendor Agreement (DOC)
- Web Services Purchase Agreement Rider Template (DOC)
- Work Order Template (DOC)
- Workers Compensation Exemption Statement (DOC)
Fixed Assets
Financial Information System
Payroll & Tax Compliance
- 2020 Social Security Changes (PDF)
- 2020 Employee’s Withholding Certificate (Form W-4) (PDF)
- Employee’s Withholding Allowance Certificate (IT-2104) (PDF)
- NYS, City of New York and City of Yonkers Certificate of Nonresidence and Allocation of Withholding Tax (IT-2104.1) (PDF)
- NYS Certificate of Exemption from Withholding (IT-2104-E) (PDF)
- Exemption from Withholding on Compensation for Independent (and Certain Dependent) Personal Services of a Nonresident Alien Individual (8233) (PDF)
- Direct Deposit Form (PDF)
- Stop Payment Form (PDF)
- Payroll Action Request Form (PDF)
- Request for Duplicate W-2 (PDF)
- Request for Replacement Pay Advice (PDF)
- PHAREDS MS Excel Spreadsheet (XLSX)
Budget & Planning
- FY2015 Strategic Initiative Template (XLSX)
- Base Budget Increase/Decrease (XLS)
- Establishing New Cost Centers (XLS)
- UG Pro-Forma Form (XLSX)
- Grad or Special Program Pro-Forma Form (XLSX)
