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
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Cash Management
Combined Cash & Check Form (Miscellaneous Receipt Form)
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Chart of Accounts
Organization
GL Organization Segment Request (xlsx) updated 05/12/2016
Funding
Funding 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
Activity
Activity Segment Request (xlsx) updated 03/14/2016
Subactivity
SubActivity Segment Request (xlsx) updated 03/14/2016
Natural Class
Natural Class Segment Request (xlsx) updated 06/23/2016
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Confidentiality Agreement
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Corporate & PCards
Corporate Card Cardholder Agreement Form
Corporate Travel Card Credit Line Increase Form
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 - 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
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Hiring
- 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)
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Inventory Operations
Internal Stockroom Requisition Form
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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
Geisel Mobile Communication Device Request
Geisel Mobile Communication Stipend Request
Internal Stockroom Requisition 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)
- 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
Equipment/Asset Transfer Request (Exhibit A: Asset Spreadsheet)
Materials Management Disposal Request
Vehicle and Equipment Transfer Request (Exhibit A.2: Vehicle Spreadsheet)
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Risk Management & Insurance
Incident Report Forms
Vehicle Accident/Incident Report
Waivers
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
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)
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Working with Suppliers
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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