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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 Financial Certification Statement
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		  
Interviewee Expense Summary
  Mileage/Parking Reimbursement
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
  Employee Request for Refund of FICA Taxes  
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 PDF
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 (For Domestic and Foreign Travel)
Travel Authorization/Claim (Student Team/Group Travel)
Other Forms
Application for Petty Cash Fund - State & Local Area Orgs
  Application for Multi Class Fee  
Credit Application  
  Annual Financial Certification Statement (Policy Resource Information - word)
 
 Word
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
  Repayment Agreement - Current Employee PDF
  Repayment Agreement - Former Employee PDF