Frequently Used Forms
Finance Forms
These forms can be filled out online and then printed on a networked printer.
IMPORTANT NOTE:
On some forms there are boxes in which you can type multiple lines of text—if you type beyond the borders of the box, the text will not appear when the form is printed. You are limited to the confines of the box.
Please note: All phone extensions start with +1-508-831-.
| Form Name | Purpose | Contact |
|---|---|---|
| Accounts Payable | ||
| Check Request Form (.pdf, 79kb) | Authorization to pay a university vendor; attach original invoice and packing slip | Joyce Carlson, Ext. 5524 |
| Expense Report (.xlsx, 42kb) | Request reimbursement for university travel and small incidental business expenses | Joyce Carlson, Ext. 5524 |
| Independent Contractor (IC) Contract (.pdf, 37kb) | Complete prior to hiring an independent consultant or contractor | Charlene Bellows, Ext. 5577 |
| Independent Contractor (IC) Amendment (.pdf, 13kb) | To extend or modify an existing IC form | Charlene Bellows, Ext. 5577 |
| Sole Source Vendor Justification/Price Verification Form (.pdf, 65kb) | Required for all purchases $10,000 or greater. Generally, 3 quotes are needed. | Laurie Collela, Ext. 4922 |
| W-9 (.pdf, 84kb) | Request for Taxpayer Identification Number and Certification. | Joyce Carlson, Ext. 5524 |
| Banner Finance | ||
| Banner Finance Access Request Form (.pdf, 90kb) | Update fund and org code access in Banner Finance | Jillian May, Ext. 5847 |
| New Fund Request Form (.pdf, 111kb) | Request the establishment of a new fund code | Jillian May, Ext. 5847 |
| Cash / Bank Services | ||
| Cash Receipts Deposit Form (.pdf, 172kb) | Deposit funds to a FOAPAL |
Lori Willens, |
| Petty Cash Replenishment Form (.pdf, 158kb) | Submit receipts and request petty cash replenishment funds | Lori Willens, Ext. 5727 |
| Wire Transfer Information Form (.pdf, 142kb) | Required for all outgoing wire transfers. | Michelle Pickett Ext. 5728 |
| P-Card | ||
| Cardholder Agreement (.pdf, 39kb) | Conditions required to receive a university P-Card |
Brenda Martin, |
| P-Card Request/Change Form (.pdf, 71kb) | Request a P-Card, or limit change to an existing P-Card | Brenda Martin, Ext. 5837 |
| P-Card Transaction Log (Optional) (.pdf, 197 kb) | Track P-Card transactions | Brenda Martin, Ext. 5837 |
| Sponsored Research Accounting | ||
| Cost Transfer Form (.pdf, 117kb) | To make correcting entries to grant funds | Heather Bilotta, Ext. 5422 |
| Cost Transfer Justification Examples (.docx, 13kb) | To assist with completing the over 90 day cost transfer & justification form | Heather Bilotta, Ext. 5422 |
| Over 90 Day Cost Transfer & Justification Form (.docx, 23kb) | To substantiate the transfer of expense to/from a grant >90 days after original charge | Heather Bilotta, Ext. 5422 |
| Salary Redistribution Form (.pdf, 15kb) | To request reallocation of grant-related payroll expense | Heather Bilotta, Ext. 5422 |
| Student Organizations | ||
| Cash Receipts Deposit Form (.pdf, 172kb) | Deposit money into your organization's WPI account. | Lori Willens, Ext. 5727 |
| Check Request Form (.pdf, 79kb) | Authorization to pay a university vendor; attach original invoice and packing slip. | Joyce Carlson, Ext. 5524 |
| Expense Reimbursement (.xlsx, 42kb) | Used when reimbursement is necessary due to travel or other expenses. | Joyce Carlson, Ext. 5524 |
| Interdepartmental Transfer/Journal Entry Form (.pdf, 117kb) | Used for transferring money to an on-campus department or organization | Deb Amend, Ext. 5067 |
| Other | ||
| Interdepartmental Transfer/Journal Entry Form (.pdf, 117kb) | To make correcting entries to FOAPALs (authorization required by financial managers on all FOAPALs on the entry) | Deb Amend, Ext. 5067 |
