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

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)

Position Recruitment Form

Inventory Operations

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

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

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

International Staffing Questionaire

Sole Source Justification

New Supplier Classification Form

IRS - W8BEN

IRS - W8BEN-E

IRS - W9

IRS - 8233

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