Finance Division Human Resources and Training Columbia University in the city of New York Site Guide Finance Home
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Finance Division Forms Library
Form Name Purpose
Last Updated
Format
Accounts Payable
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BulletAccounts Payable Service Center Form GET HELP from the AP Service Center - for internal and external customers
8/8/09
BulletAmerican Express Corporate Card Application for American Express Corporate Card for Columbia University
6/25/2008
BulletAccounts Payable Direct  Deposit Form Request for electronic deposit to a bank account for employees and outside vendors
BulletAccounts Payable
Columbia University
Direct Deposit Remittance Advice 		Remittance advice for direct deposit into your account
BulletAP/CAR Access Application Request for access to use AP/CAR, the Accounts Payable processing system
BulletCheck Request Form A paper form used to request certain types of payments or when a description of payment is needed.  To order a packet of these forms, please email Frank Valdez in the Office of the Controller at fjv1@columbia.edu. (Include your mailcode, address and phone number.)
BulletCitibank Diners Club
University Travel System
Program		 Application for Citibank Diners Club Card for CU Travel System Program
BulletDepartmental Authorization
 Form (DAF)

There is a NEW Combined DAF/FFE Application Form. 

(Link here for more information.)

12/30/08
BulletMissing Receipts Worksheet A supporting document for expenses where the receipt has been lost or mislaid.
BulletPetty Cash Reconciliation Tool For periodic reconciliation of petty cash account amount totals
BulletPetty Cash Voucher slips A paper form used by PC Custodian to record petty cash reimbursements. To order a pad of these slips, please email Frank Valdez in the Office of the Controller at fjv1@columbia.edu. (Include your mailcode, address and phone number.)
BulletRush Request Emailable request form for approval of a rush payment
4/27/2006
BulletPolicy Exception or Adjustment Request May be used for documenting your request for a one time policy exception or a continuing policy adjustment.
BulletSupplemental Approval Form for Travel & Business A manual form to use for Supplemental Approval.
BulletTax Information Request Request 1099 Misc Information
BulletTravel Advance forms A paper form used to request travel advances. To order a packet of these forms, please email Frank Valdez in the Office of the Controller at fjv1@columbia.edu. (Include your mailcode, address and phone number.)
BulletTravel & Business Report Form / Workbook (locked) Forms for reimbursement of travel related business expenses per trip or misc. business expenses submitted on a regular basis.
BulletTravel & Business Report  Form / Workbook (unlocked)

For those who wish to customize their expense reports.

1) Font sizes must be 14 pts or above for scanning purposes.

2) Do not add shading, patterns or font colors.

3) All reports must be submitted to AP on 8.5x11 paper.

BulletWire Transfer Template Use this form to properly credit your bank account
Financial Systems
BulletAP/CAR Access Application Request for access to use AP/CAR, the Accounts Payable processing system
BulletCUIT Administrative ID
  Request		 For access to AP/CAR, Data Warehouse, FAS, Labor, Purchasing (CAPS), Report.Web and SPOTS
BulletDepartmental Authorization
  Form (DAF)

Use the NEW Combined DAF/FFE Application Form

(Link here for more information.)

12/30/08
BulletFinancial Front End (FFE)
  Application (incl. DARTS)

Use the NEW Combined DAF/FFE Application Form 

(Link here for more information.)

12/30/08
BulletWebSAF/Add-Comp (FFE)
  Application

Use the NEW Combined DAF/FFE Application Form 

(Link here for more information.)

12/30/08
BulletPayroll Accounting Distribution info in DARTS -
   i.e. (PAD) Access

Use the NEW Combined DAF/FFE Application Form 

(Link here for more information.)

12/30/08

BulletTraining Feedback Form

For submitting feedback on classes offered by Finance Training 11/29/07

BulletWeb Revision Requests

For requesting revisions to your Finance Gateway website 06/18/08
Financial Reporting and Operations / Office of the Controller
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BulletDepartmental Authorization
  Function (DAF)		 Use the NEW Combined DAF/FFE Application Form. Also use this form to apply for DARTS access.   (Link here for more information.) 12/30/08
BulletDARTS (FAS Reporting) Access Use the NEW Combined DAF/FFE Application Form. Also use this form to apply for DARTS access.   (Link here for more information.)  
BulletJournal Entry For Expenditure Correction-University & Gov't Accounts Expenditure Corrections and transfers to the monthly FAS statement
BulletInterdepartmental Invoice
  (IDI)		 Used to debit/credit accounts between different departments
BulletJournal Entry Request Submit form to General Accounting to request a journal entry (i.e. fund transfers or accounting entries)
BulletPetty Cash Voucher slips A paper form used by PC Custodian to record petty cash reimbursements. To order a pad of these slips, please email Frank Valdez in the Office of the Controller at fjv1@columbia.edu. (Include your mailcode, address and phone number.)
BulletPetty Cash Reconciliation Tool For periodic reconciliation of petty cash account amount totals
BulletStale Check Reissuance Form For unclaimed property processing
Sponsored Projects Finance
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BulletContract Closeout Reconciliation Sheet Used to reconcile sponsored projects FAS accounts prior to closing  
BulletEquipment Inventory
Adjustment Form		 Report transfer/disposal of equipment
BulletFinancial Status Report
   (SF269-A)		 Used as a cumulative report of expenses for financial reporting to most government agencies. The form is typically due within 90 days of the end of the award period.
BulletFederal Cash Transactions
   Report (SF272)		 Quarterly report that shows expenses that have been drawn from various agency electronic payment systems. The report is due within 45 days after the end of each quarter.

BulletSponsored Projects Assistance & Response Center (SPARC) form

 

An inquiry web form used to initiate contact with and request assistance from Sponsored Projects Administration (SPA) and Sponsored Projects Finance (SPF) -- Note: This form is not intended for use by individuals who are not members of the University Community (i.e. sponsoring agencies and other external stakeholders)
2/27/09
Payroll/HRPC
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Bullet8233 form Exemption from withholding on compensation for independent personal services of a non-resident alien
BulletCheck Address Change
   Form

To update an existing check address 

(Use this PDF Version ONLY if you don't have computer access)

2/19/09
BulletDirect Deposit Form-
   Employee

Authorization agreement for direct deposits for Payroll only

(Use this PDF Version ONLY if you don't have computer access)

2/19/09
BulletI-9 Employment Eligibility Verification Form required by the Department of Homeland Security (DHS)
2/19/09
BulletIT-2104 NYC & NYS long form Employee Withholding Allowance Certificate
4/02/09
BulletIT-2104E NYC & NYS short form Certificate of Exemption from Withholding
8/13/09
BulletIT-2104.1 New York Certificate of Non-Residence
8/05/08
BulletOverpayment Recovery
   Form		 To recover money paid out in error
2/19/09
BulletPAF Personel Action Form
2/19/09
BulletPayroll Account Transfer (PAT) To move salary charges from one S/L account to another, usually for prior fiscal year.
10/31/08
BulletPayroll Error Correction Form

To pay due to errors in data entry or to request manual check

(Use this PDF Version ONLY if you don't have computer access)

2/19/09
BulletPeople @ Columbia (PAC) Request access to PAC-Human Resources Management System (PeopleSoft)  
2/19/09
BulletSalary Accounting Form (SAF) Used for salary account distribution & additional compensation for monthly employees when using WebSAF is not appropriate - Link is to HR info page
2/19/09
BulletSalary Pay Advance Form Vacation Pay Advance Form
BulletStop Payment Form Used to stop payment on a payroll check
2/19/09
BulletTax Statement Requests Request 1042S-Fellowships/Stipends
BulletTax Statement Requests Request 1099 Misc Information
BulletTime Entry Form Used to pay employees not yet listed in PAC
BulletW-4 Employee's Withholding Allowance Certificate
BulletW-8 Certificate of foreign status of beneficial owner for U.S. Tax withholding
BulletW-9 Request for taxpayer identification number and certificate
BulletHuman Resources Forms Library (for HR Forms not listed here)
Purchasing
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BulletPurchasing Forms
Risk Management
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Bullet  Property Loss/Damage Claim

     Reporting form

 The Property Loss/Damage Claim form should be completed for occurrences involving loss or damage to University owned or leased property.  Departments should document loss immediately and must report losses to Risk Management within 48 hours.  Please document loss with photographs and police report.
Bullet  Vehicle Accident Report ALL MOTOR VEHICLE ACCIDENTS involving a Columbia University vehicle or employee travelling on University business must submit a completed form to Risk Mgmt within 24 hours of the incident.  Submission should include photos of damage and police report (when available).

PDF

Bullet  MV-104

     (Component of Columbia

      University accident reporting

      procedures)

This form must be completed and submitted to Risk Mgmt when a motor vehicle, boat, or trailer is involved in an accident in New York State.  If the accident involves an injury or property damage over $1,000, the completed form must also be sent to the NYS DMV.

PDF
Bullet  New Vehicle Acquisition

This form must be completed when a new motor vehicle, boat, or trailer is added to the Columbia University inventory through purchase, lease, or other transfer.  (You do not need to request a Vehicle Insur. ID card)
07/31/09

PDF

Bullet  Duplicate Vehicle Insurance ID

     Card Request

 Complete this form to request a lost or damaged proof of insurance for a motor vehicle, boat, or trailer.
Bullet  Vehicle Information Change This form must be completed when there is a major change in the status or information regarding motor vehicle, boat, or trailer; for example, when a new contact person begins handling a department's vehicle coordination or if there is a new account to charge for insurance premiums.
Bullet  Vehicle Disposal Report This form must be completed when a motor vehicle, boat, or trailer is transferred to another department, sold, or otherwise removed from Columbia University inventory.
Treasury
Top
BulletCredit Card MID Account Acknowledgement Form Department application to request or update a Merchant Account ID
10/30/09
BulletIT Technical Security Review and Approval Form Technical Security Review Checklist for IT and SBO approval
10/30/09
BulletCredit Reference Credit reference information for Columbia University
9/1/09
BulletMID Inventory Form If your department accepts credit cards as a form of payment for goods, services, information or gift donations, please complete for each merchant account.
9/21/09
BulletMerchant Account Users Set-up Form To set up a new merchant account.
10/30/09
BulletDonor Letter Cover letter for gift of securities to Columbia University
BulletForeign Check Log Log for foreign checks to be submitted to Treasury
BulletStock Power Irrevocable Stock Power for giving gifts of stocks to Columbia University

BulletTreasury Operations

   Contact Us

 Emailable form to contact Treasury Operations

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