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Financial Services Forms

Most of these forms are available in two popular formats. Please view the file format you will need by clicking the appropriate link below.

Advantage | Departmental Cash Receipting | Payables & Reimbursement Documentation | Tax | Travel | Other

Advantage Forms
FIN Manual
Form Name
Format

Appropriation Transfer

Advantage Form A - Establishing/Changing Org Manager/Authorized Signers on Accounts
Advantage Form A - Multiple Advantage Accounts (20+)
Excel Form Instructions & Excel Form
New Account Application Form (was Area/Org)
Form Instructions

Sponsored Projects versus External Sales
Guideline Questionnaire

Departmental Cash Receipting Forms
Annual Certification-Attestation
Annual Disclosure Supplement
Daily Cash Balancing Form
Daily Cash Reconciliation Analysis of Employee Cash Over/Under
Employee Training Verification Cash and Check Handling Procedures
Employee Annual Review Cash and Check Handling Procedures

Department Input Receipt - Cash/Checks

Department Input Receipt - Credit Card

Payables & Reimbursement Documentation Forms

Advance/Deposit Payment Form
Alien Data Collection Form

Business Meals and Related Expenses for On and Off Campus Vendors (Revised to show payment source for off campus vendors)
Instructions---WORD or PDF
Compliance Statement for Payments to Visitors in Business or Tourist Status
Departmental Professional Services Order (DPSO) -  form only
  Departmental Professional Services Order Packet (DPSO) - includes forms  
Direct Student Financial Support Payments Certification
Employee Moving Expenses Reimbursement Worksheet
Moving Expense Worksheet Instructions WORD or PDF
Moving Expense Optional Information Sheet WORD or PDF
Independent Contractor Determination Checklist
Expense Reimbursement Form - Independent Contractors
Substitute W-9 & Vendor Authorization Form
Instructions to ASU Substitute W-9 PDF

Internet Services Reimbursement Form
Interviewee Expense Summary

Opt-Out of Direct Deposit

Participant Certification

Prepayment Authorization

Recurring Payment Voucher Request

Request for Check Form

Request for Foreign Draft

Request for Wire Transfer

Standardized Cell Phone Reimbursement Request
  Standardized Cell Phone Reimbursement Request Transfer of Liability
Tax Forms

Alien Data Collection Form

Compliance Statement for Payments to Visitors in Business or Tourist Status Form

Departmental Professional Services Order Form

Form 8283 - Noncash Charitable Contributions

Form 8233 Instructions

Form W-8BEN Instructions

Independent Contractor Certification Form See Substitute W-9 form and Employee/IC Determination Checklist form above

Participant Certification

W-7 (Application for IRS Individual Taxpayer Identification Number)

Travel Forms

ASU Taxable Same Day Meals Request
Authorized Travel Official Change Form

Diners Club University Travel Card Application Form

In-State Travel Authorization/Claim Form
In-State Travel Authorization/Claim Form Continuation

Pre-Paid Airfare for Non-ASU Travelers

Out-of-State Travel Authorization/Claim Form

Travel Authorization (Student Team/Group Travel)
Other Forms
Application for Petty Cash Fund - State & Local Area Orgs
  Application for Multi Class Fee  
Petty Cash Fund - Expenditure Register Form
Petty Cash Close-Out Receipt

Historical Treasures/Works of Art Collection Form

Vendor Change Form for All Departments

Gift Funded Capital Project Report

Payroll Redistribution Form and Instructions
Instructions
PDF
(print only)

Payroll Redistribution Multi-Line Form