Forms Library

Advance
Cash Management
Chart of Accounts
Confidentiality Agreement
Corporate & PCards
Expense Reporting & Reimbursement
General Request
Group Travel
Hiring
Inventory Operations
Journal Entries
Merchant Credit Card
Payroll
Payments & Purchasing
Property, Plant, and Equipment & Materials Management
Risk Management & Insurance
Student Prizes & Awards
Student Tuition
System Access
Working with Suppliers

Advance - Payables

Advance Return Form

Request a Payables Advance

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Cash Management

Change Fund

Combined Cash & Check Form (Miscellaneous Receipt Form)

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Chart of Accounts

Organization

GL Organization Segment Request (xlsx) updated 05/17/2024

HRMS Organization Request

Funding

Funding Segment Request (xlsx) updated 05/17/2024

Endowment Funding Segment Request (xlsx) updated 05/17/2024

Gift Facilities/Construction Funding Segment Request (xlsx) updated 05/17/2024

Gift Funding Segment Request (xlsx) updated 05/17/2024

Activity

Activity Segment Request (xlsx) updated 05/17/2024

Subactivity

SubActivity Segment Request (xlsx) updated 05/17/2024

Natural Class

Natural Class Segment Request (xlsx) updated 05/17/2024

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Confidentiality Agreement

Confidentiality Agreement

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Corporate & PCards

Corporate Card Cardholder Agreement Form

Procurement Card Application

Procurement Card Distribution Account String Change Request

Procurement Card (PCard) eForm

  • Submit business purpose, chart string and receipt >$75* for P-Card transactions. (Prior to Sweep turnaround)
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Expense Reporting & Reimbursements

Expense Report eForm (Employee Reimbursement)

  • Request an iExpense Expense Report for a Dartmouth Employee be prepared by the Finance Center. (3-Day turnaround)

iExpense (Employee Reimbursement)

Payment Request eForm (non-Employee Reimbursements)

  • Request an AP Payment (5-Day turnaround)

Business/Travel Itemization Template (for use with the Payment Request eForm)

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General Request

General Request eForm

  • General Request - Request payroll actions, chart of account or access changes, reports, payment status or general requests. PASF turnarounds: New Hire: 2-Day; Termination: 3-Day; HRMS: 2-Day from approval
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Group Travel

Travel Group Booking Form

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Hiring

General Request eForm

  • Request payroll actions, chart of account or access changes, reports, payment status or general requests. PASF turnarounds: New Hire: 2-Day; Termination: 3-Day; HRMS: 2-Day from approval

Geisel PASF Information Template (to be used with the General Request eForm)

PASF Information Template (to be used with the General Request eForm)

PA Smart Form (Personnel Authorization Smart Form System)

Position Recruitment Form

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Inventory Operations

COVID-19 Supply Order Form

Internal Stockroom Requisition Form

New Item Request

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Journal Entries

Corrections, Journals, and Transfers eForm

  • Request correction of a misallocation or internal charge transfer through a journal entry. (5-Day turnaround)
  • Attach the IRA GL Transaction Corrections Report when submitting a correction. 

SPUD Journal Entries

WebADI Template (Journal Entries) 

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Merchant Credit Card Account Request Form

Merchant Credit Card Account Request Form

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Payroll

Direct Deposit Form (pdf)

Exception Log (pdf)

Hourly-Paid Employees Revised/Prior Timesheet (xlsx)

Hourly-Paid Student Employees Revised/Prior Timesheet (xlsx)

Hourly-Paid Ex-Student Employee Timecard (xlsx)

MYLS (eForm) 

  • Request a change in future dated labor scheduled. (2-Day turnaround)

Name Change Form (pdf)

Non-Resident Tax Exemption Form (pdf)

Payroll Mailing Labels and Instructions (xlsx)

Payroll Stop Payment (pdf)

Retroactive Wage Transfer Request (eForm)

Supplemental Pay Request (Quick Pays) (xlsx)

IRS - W4 (pdf)

Wage Transfer (eForm)

  • Request a retroactive change in labor charges. (2-Day turnaround)
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Payments & Purchasing

Internal Stockroom Requisition Form

Honorarium Acceptance Form

Independent Contractor Questionnaire (Submit to Procurement Services and once approved upload to the CMS System) Note: this form should be digitally signed with an Adobe Digital ID

International Staffing Questionnaire (online form) (Use this Sample International Staffing Questionnaire to assist in gathering information for the online form.)

Limited Engagement Agreement Form

Limited 'Works for Hire' Agreement Form

Payment Request eForm (Invoice and Other Payments)

  • Request an AP Payment (5-Day turnaround)

Procurement Card (PCard) eForm

  • Submit business purpose, chart string and receipt >$75* for P-Card transactions. (Prior to Sweep turnaround)

Purchase Request eForm

  • Request creation or increase an existing purchase order. (2-Day turnaround)

Mobile Communications Device Request

Mobile Communications Stipend Request

Non-Dartmouth Student Internship Stipend Authorization

Relocation Profile Estimate Request Form

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Property, Plant, and Equipment & Materials Management

Construction in Progress Setup Form

Componentization Template

Credit Memo Template

Equipment/Asset Transfer Request (Exhibit A: Asset Spreadsheet)

Equipment Onboarding Request

Intent to Fabricate Request

Materials Management Disposal Request

Off-Campus Equipment Form

Vehicle and Equipment Transfer Request (Exhibit A.2: Vehicle Spreadsheet)

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Risk Management & Insurance

Incident Report Forms

Employee Injury Report

Non-Employee Incident Report

Property Loss Report

Vehicle Accident/Incident Report

Waivers

Activity Waiver

Facility Waiver

Intern Waiver

     Note: these forms may be digitally signed with an Adobe Digital ID

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Student Prize & Awards

Student Prizes & Awards Request Form

  • Request processing of a cash or report a non-cash award to a student. (2-Day turnaround)
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Student Tuition

Payment Explanation Form

Tuition Prepayment Plan Contract
To request a copy of the contract, please send a message to  Student.Financial.Services@Dartmouth.edu.

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System Access

Host System Access Form (xlsx)

System Access Request Form

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Working with Suppliers

Honorarium Acceptance Form

Independent Contractor Questionnaire (Submit to Procurement Services and once approved upload to the CMS System) Note: this form should be digitally signed with an Adobe Digital ID

International Staffing Questionnaire (online form) (Use this Sample International Staffing Questionnaire to assist in gathering information for the online form.)

Limited Engagement Agreement Form

Limited 'Works for Hire' Agreement Form

Sole Source Justification
     Note: this form should be digitally signed with an Adobe Digital ID

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