Forms Library

Cash Advance
Cash Management
Chart of Accounts
CIP, Fixed Assets, & Material Management
Confidentiality Agreement
Corporate & PCards
Expense Reporting & Reimbursement
General Request
Group Travel
Hiring
Inventory Operations
Journal Entries
Merchant Credit Card
Payroll
Payments & Purchasing
Security System Access
Student Loans
Student Prizes & Awards
Student Tuition
Working with Suppliers

Cash Advance

Cash Advance Return Form

Request a Cash Advance

Cash Management

Change Fund

Combined Cash & Check Form (Miscellaneous Receipt Form)

Request for Petty Cash Fund

Petty Cash Replacement (GL) (xls)

Petty Cash Replacement (PTAEO) (xls)

Chart of Accounts

Activity Segment Request (xlsx) updated 03/14/2016

Endowment Funding Segment Request (xlsx) updated 03/01/2017

Gift Facilities/Construction Funding Segment Request (xlsx)

Gift Funding Segment Request (xlsx) updated 03/14/2016

Funding Segment Request (xlsx) updated 03/14/2016

HRMS Organization Request

Natural Class Segment Request (xlsx) updated 06/23/2016

Organization Segment Request (xlsx) updated 05/12/2016

SubActivity Segment Request (xlsx) updated 03/14/2016

General Request eForm (to be used when submitting above requests)

CIP, Fixed Assets, & Materials Management

Construction in Progress Setup Form

Componentization Template

Equipment Transfer/Sale/Gift Request Form

Intent to Fabricate Form

Materials Management Disposal Request

Off-Campus Equipment Form

Confidentiality Agreement

Confidentiality Agreement

Corporate & PCards

Corporate Card Cardholder Agreement Form

Corporate Travel Card Credit Line Increase 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)

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)

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

Group Travel

Travel Group Booking Form

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

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

PA Smart Form (Personnel Authorization Smart Form System)

Position Recruitment Form

Inventory Operations

COVID-19 Supply Order Form

Internal Stockroom Requisition Form

New Item Request

Journal Entries

Corrections, Journals, and Transfers eForm

  • Request correction of a misallocation or internal charge transfer through a journal entry. (5-Day turnaround)

SPUD Journal Entries

WebADI Template (Journal Entries) 

Merchant Credit Card Account Request Form

Merchant Credit Card Account Request Form

Payroll

Direct Deposit Form

Exception Log

Hourly-Paid Employees Revised/Prior Timesheet

Hourly-Paid Student Employees Revised/Prior Timesheet

MYLS

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

Name Change Form

Non-Resident Tax Exemption Form

Payroll Mailing Labels and Instructions

Payroll Stop Payment

Retroactive Wage Transfer Request

Supplemental Pay Request

Student Employee Lump-Sum Questionnaire

IRS - W4

Wage Transfer

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

Payments & Purchasing

Geisel Mobile Communication Device Request

Geisel Mobile Communication Stipend Request

Internal Stockroom Requisition Form

International Staffing Questionaire

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 OR Submit an Independent Contractor Form for review and approval. (2-Day turnaround)

Mobile Communications Device Request

Mobile Communications Stipend Request

Non-Dartmouth Student Internship Stipend Authorization

Relocation Profile Estimate Request Form

Security System Access

Security Access Form

Student Loans

Cancellation Form - For Perkins Loans ONLY (pdf)

Cancellation Form - For William Hill Loans ONLY (pdf)

Economic Hardship Form - For Perkins Loans ONLY

Graduate Fellowship Deferment Form

In-School Deferment Form

Military Deferment Form

Rehabilitation Training Deferment Form - For Perkins Loans ONLY

Student Loan Forbearance

Student Loan Medical School Loan Deferment/Forbearance

Unemployment Deferment Form - For Perkins Loans ONLY

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)

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.

Working with Suppliers

Independent Consultant/Independent Contractor Service Agreement
     Note: this form should be digitally signed with an Adobe Digital ID

International Staffing Questionaire

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

New Supplier Classification Form

IRS - W8BEN

IRS - W8BEN-E

IRS - W9

IRS - 8233

Last Updated