Frequently Used 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 508-831-.

Form Name Purpose Contact
Accounts Payable
Direct Payment Request Form (PDF) Request payment for expenditures that did not go through STARS or PCard. Joyce Carlson, Ext. 5524

Expense Report (XLS, 43KB) for 2018 Travel

Request reimbursement for university travel and small incidental business expenses Joyce Carlson, Ext. 5524
Professional Services Agreement (PSA) (PDF) Complete prior to hiring an independent consultant or contractor Pat Barrows,
Ext. 5848
Amendment to Professional Services Agreement (APSA) (PDF) To extend or modify an existing IC form Pat Barrows,
Ext. 5848
Vendor Selection Form (PDF) Required for all purchases $25,000 or greater. Laurie Collela,
Ext. 4922
W-9 (PDF) Request for Taxpayer Identification Number and Certification. Joyce Carlson,
Ext. 5524
Banner Finance
Banner Finance Access Request Form (PDF) Update fund and org code access in Banner Finance Lauren Martunas,
Ext. 4837

New Fund Request Form (PDF)

New Fund Request Instructions (PDF)

Request the establishment of a new fund code

Instructions for completing the new fund request form

Pat Barrows,
Ext. 5848
Cash / Bank Services
Cash Deposit Form (PDF) Deposit funds to a FOAPAL

Michelle Pickett,
Ext. 5728

Petty Cash Replenishment Form (PDF) Submit receipts and request petty cash replenishment funds Michelle Pickett,
Ext. 5728
Wire Transfer Information Form (PDF) Required for all outgoing wire transfers. Michelle Pickett,
Ext. 5728
Request for PCard & Cardholder Agreement (PDF) Request a PCard and terms of PCard agreement

PCard Transaction Log (Optional) (PDF)  Track PCard transactions
Sponsored Programs Accounting
Cost Transfer Form (PDF) To make correcting entries to grant funds Heather Bilotta,
Ext. 5422
Cost Transfer Justification Examples (DOC, 13KB) To assist with completing the over 90 day cost transfer & justification form Heather Bilotta,
Ext. 5422
Over 90 Day Cost Transfer & Justification Form (DOC, 228KB) To substantiate the transfer of expense to/from a grant >90 days after original charge Heather Bilotta,
Ext. 5422
Salary Redistribution Form (PDF) To request reallocation of grant-related payroll expense Heather Bilotta,
Ext. 5422
Student Organizations
Cash Receipts Deposit Form (PDF) Deposit money into your organization's WPI account. Lori Willens,
Ext. 5727
Student Expense Report (PDF) for 2017 Used when reimbursement is necessary due to travel or other expenses. Joyce Carlson, Ext. 5524
Interdepartmental Transfer/Journal Entry Form (PDF) Used for transferring money to an on-campus department or organization Deb Amend,
Ext. 5067
Interdepartmental Transfer/Journal Entry Form (PDF) To make correcting entries to FOAPALs (authorization required by financial managers on all FOAPALs on the entry) Deb Amend,
Ext. 5067