Forms

WORKFLOW Forms

• BOA Application Form           
  • instructions for completion
• BOA Monthly Reconciliation form ( for travel and non travel expenses)
  • instructions for completion
• Purchase Order Request Form
• Payment Request/Reimbursement Form
• Single/Sole Source Request Form
• RF Travel Payment Request / Reimbursement

PDF Forms

These forms should be completed in Adobe Acrobat Reader or Pro in order for embedded calculations to function properly.   

Accounts Payable Direct Deposit form

• Bank of America (BOA) P-Card Forms
  • BOA Missing receipts form
• Equipment
  • Equipment Insurance Request
  • Transfer/Disposal of Equipment
• Independent Contractor / Consultant
  • Independent Contractor Classification
  • Independent Contractor Agreement
• Travel
  
  • Travel Payment Request 
  • Meal Reimbursement Form for Non-Overnight Travel
  • Request to Travel to Countries with Travel Warnings
• Tax-related
  • W-8BEN Certificate of Foreign Status (Individual)
  • W-8BEN-E Certificate of Foreign Status (Entity)
  • W-9 Tax Payer Identification Number request
  • Exemption from Witholding for Non Resident Aliens (IRS Form 8233)
• Human Subject / Participant Stipend
  • Human Subject / Participant Payment Form 
  • Participant Stipend Form
• Non-Resident Payments
  • International Visitors - Payment Checklist
  • Payments to B-1 & B-2 visitors (SFA-7)
• Vendor Agreements
  • Vendor Agreement