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Below is a list of commonly used forms throughout the Finance Division, in department order.  Should you have any questions, please contact the Subject Matter Expert (SME) for the appropriate form. Know what you’re looking for, click on the department name here to jump down the page:

 

FORM LINK	Subject Matter Expert	PHONE	E-MAIL
ACCOUNTING:			Accounting
Banner Chart of Accounts Change Code Request Form	Carol Stinson	62223	stinson
Banner Chart of Accounts New Code Request Form	Carol Stinson	62223	stinson
ACCOUNTS PAYABLE:			Accounts Payable
Association Membership Questionnaire	A/P Group	66488	acctspayable
Banner Finance Privilege Request Form	A/P Group	66488	acctspayable
Employee Reimbursement	A/P Group	66488	acctspayable
Marshall University Invoice Form	A/P Group	66488	acctspayable
Marshall University Invoice Instructions	A/P Group	66488	acctspayable
Receiving Report	A/P Group	66488	acctspayable
Vendor Direct Deposit Agreement	A/P Group	66488	acctspayable
Vendor Registration Request	A/P Group	66488	acctspayable
W8-BEN Certificate of Foreign Status	A/P Group	66488	acctspayable
W-9 Request For Taxpayer ID	A/P Group	66488	acctspayable
BANNER RELATED:			Computing Services
Banner Account Request Form	Computing Services	63200	helpdesk
Banner Finance Privilege Request Form	Computing Services	63200	helpdesk
Banner Time Sheet Approval Path Request Form	Payroll	66457	payroll
Banner Account Termination and Department Transfer Request	Computing Services	63200	helpdesk
BUDGET:			Budget
Banner Extract Templates: FGIBDST, FGIOENC, FGIOENCT	Melanie Gallaher	66356	gallahe1
MU Funding Request Form	Melanie Gallaher	66356	gallahe1
Budget Adjustment/Transfer Form	Melanie Gallaher	66356	gallahe1
Additional Funding Procedure PDF	Melanie Gallaher	66356	gallahe1
Budget Availability Certification for Multi-Year Contracts	Melanie Gallaher	66356	gallahe1
Fund Utilization PDF	Katrina Eskins	67096	eskinsk
Non-Core vs. Core Orgs PDF	Melanie Gallaher	66356	gallahe1
PAYROLL:			Payroll
Certificate of Foreign Status W-8BEN	Payroll	66457	payroll
Pay Option Form	Payroll	66457	payroll
Kentucky Resident State Tax Withholding Form	Payroll	66457	payroll
Ohio Resident State Tax Withholding Form	Payroll	66457	payroll
West Virginia Resident State Tax Withholding Form	Payroll	66457	payroll
W-4 Employee’s Federal Withholding Allowance Certificate	Payroll	66457	payroll
W-9 Request For Taxpayer ID	Payroll	66457	payroll
P-CARD:			Purchasing Card
Hospitality Form		62215	pcard
Purchase Card Reconciliation & Business Justification	Pcard	62215	pcard
Purchase Card Reconciliation & Business Justification Examples	Pcard	62215	pcard
Clothing/Boot Form	Pcard	62215	pcard
Student Award Form	Pcard	62215	pcard
TRAVEL:			Travel
Team Travel ATM Cash Reconciliation	Travel Group	66488	travel
Student Meal Receipt Form	Travel Group	66488	travel
Travel Settlement Form	Travel Group	66488	travel
VENDOR REGISTRATION:			Accounts Payable
Vendor Direct Deposit Agreement	A/P Group	66488	acctspayable
Vendor Registration Request	A/P Group	66488	acctspayable
W8-BEN Certificate of Foreign Status	Accounts Payable	66488	acctspayable
W-9 Request For Taxpayer ID	Accounts Payable	66488	acctspayable
WEB TIME ENTRY:			payroll
Banner Time Sheet Approval Path Request Form	Payroll	66457	payroll
Time Tracking Form	Payroll	66457	payroll