Finance and Business Services Forms

Forms

Having trouble opening up a PDF in Google Chrome? Learn how to open PDFs in your browser .

Form	Description	Contact Office
ACH, Employee Authorization	Form utilized by an employee to authorize Accounts Payable to make reimbursement payments (not payroll) directly to the employee's checking account (direct deposit). Download Hint: Right click on the link to left and select "Save Target As" and then save the file locally in a location of your choice. Then open the file from that location.	Accounts Payable
ACH, Vendor Enrollment	Form utilized by external vendors to sign up for ACH (direct deposit) payments for services or goods provided to West Chester University.	Accounts Payable
Background Check Reimbursement Form	Form utilized to request a reimbursement for an expense related to the Pennsylvania State Police background check, the Federal Bureau of Investigation fingerprint, and the Department of Public Welfare Child Abuse Clearance requirements.	Human Resources
Budget Office Forms	Forms Utilized by the Budget Office	Budget Office
Cabinet Funding Request	Form utilized to request funding from the Cabinet For the best experience, use Internet Explorer to access the form. If using Chrome or Firefox, right click the file and select Save As.	Budget Office
Certification of Foreign Source Income	Certification that services were performed totally outside the United States	Finance and Business Services
Certificate of Foreign Status	W-8BEN form. Form to tell the payer that your are a nonresident alien individual or exempt foreign person not subject to certain U.S. information return reporting or backup withholding rules.	Finance and Business Services
Cost Center / Fund Center Request	Online form that can be utilized to request the creation of a Fund/Cost Center. The link will open a new window and take you to the Finance and Business Services SharePoint site.	Finance and Business Services / Budget Office
Cost Center / Fund Center Change Request	SharePoint form that can be utilized to request the change of a Fund/Cost Center. The link will open a new window and take you to the Finance and Business Services SharePoint site.	Finance and Business Services / Budget Office
Cost Center / Fund Center Close Request	SharePoint form that can be utilized to request the closure of a Fund/Cost Center. The link will open a new window and take you to the Finance and Business Services SharePoint site.	Finance and Business Services / Budget Office
Deposit Form	This form is utilized to create a deposit slip for the deposit of cash, checks, or credit cards through the Bursar's office. The form will automatically crosswalk your department's SAP fund center into PeopleSoft chartfield values. The link will open a new window and take you to the Finance and Business Services SharePoint site.	Finance and Business Services
Domestic Travel Authorization	Form that can be utilized by departments for their own internal approvals of domestic travel. This form does not need to be sent to Accounts Payable and is only provided as a template for departmental usage.	Finance and Business Services
Employee ACH Authorization	Form utilized by an employee to authorize Accounts Payable to make reimbursement payments (not payroll) directly to the employee's checking account (direct deposit). Download Hint: Right click on the link to left and select "Save Target As" and then save the file locally in a location of your choice. Then open the file from that location.	Finance and Business Services
Expense Transfer	SharePoint form that can be utilized to request the transfer of an expense from Cost Center to Cost Center. The link will open a new window and take you to the Finance and Business Services SharePoint site.	Accounting
Foreign National Non-Compensation	In order for payments to be issued to a Foreign National, they are required to complete all paperwork required for the Nonresident Alien Tax Compliance before receiving any payments from West Chester University.	Finance and Business Services
Human Resources Forms	Forms Utilized by Human Resources	Human Resources
International Travel Authorization Form	International travel (travel outside of the contiguous United States) authorization can be requested in cases where the expense is incurred in advance of the trip date or authorization to travel is required. The link will open a new window and take you to the Finance and Business Services SharePoint site.	Accounts Payable
Mailing Request	Online Web Forms for the creation of Official Mailing Request Forms {Blue Cards}	Finance and Business Services / Postal Services
Missing Receipt Form	Utilize when you have a transaction for which you have no supporting receipt	Accounts Payable, Card Systems
Payment Request	To request a payment to a vendor for which a purchase order is not required. The link will open a new window and take you to the Finance and Business Services SharePoint site. SharePoint forms are only accessible to active WCU Employees.	Accounts Payable
Payments to Research Participants	The purpose of this policy is to establish consistent procedures for paying research participants at West Chester University of Pennsylvania.
Purchasing Card Enrollment	To request a Purchasing Card or to change card information. The link will open a new window and take you to the Finance and Business Services SharePoint site.	Card Systems
Revenue Deposit Form	Utilize to deposit funds to a University fund center. Deposit forms must be taken to the Bursar's Office. The link will open a new window and take you to the Finance and Business Services SharePoint site.	Accounting
Scholarship / Award Decision Process	Process flow diagram of the Student Scholarship / Award Decision Process	Restricted Funds
Scholarship Notification	Form utilized for the disbursement of a scholarship to a student's account.	Restricted Funds
Tax Exempt Form	Official document certifying the University's tax exempt status. Form can be downloaded and filled out by the University office. The University office making the purchase then sends it directly to the vendor requiring the form. The link will open a new window and take you to the Finance and Business Services SharePoint site. pdf Form on SharePoint	Business Services
Travel Card Enrollment	To request a Travel Card or to change card information. The link will open a new window and take you to the Finance and Business Services SharePoint site.	Card Systems
Travel Authorization, Domestic	Form that can be utilized by departments for their own internal approvals of domestic travel. This form does not need to be sent to Accounts Payable and is only provided as a template for departmental usage.	Finance and Business Services
Travel Authorization, International	International travel (travel outside of the contiguous United States) authorization can be requested in cases where the expense is incurred in advance of the trip date or authorization to travel is required. The link will open a new window and take you to the Finance and Business Services SharePoint site.	Accounts Payable
Travel Expense Vouchers	To document actual travel expenses and request reimbursement for official business expenses and/or to reconcile Advance Travel Authorizations. Expense vouchers are further broken down by whether the travel is considered overnight: Non-overnight travel expense voucher – Used for travel that is daily, day long, not overnight and does not include airfare or lodging. Overnight travel expense voucher – All other travel not meeting non-overnight travel conditions. The link will open a new window and take you to the Finance and Business Services SharePoint site. SharePoint forms are only accessible to active WCU Employees. Students should work with a departmental contact to submit reimbursement requests on their behalf.	Accounts Payable
Travel Export Form	When traveling abroad, any physical material or technical data in your possession is considered by United States regulations to have been “exported” from the United States to your final destination and any intermediate destinations. It is your responsibility to abide by the US export laws and embargoes to ensure you are in compliance with national security, economic, and foreign policy. EXPORT LICENSE EXCEPTION (TMP) CERTIFICATION for Export Administration Regulations (EAR) controlled Items, Technology, and Software “Tools of the Trade” Traveler Certification. EXPORT LICENSE EXCEPTION (BAG) CERTIFICATION for Export Administration Regulations (EAR) controlled Items, Technology, and Software “Baggage” Traveler Certification	Global Engagement Office
University Owned Equipment Relocation	Form to request permission to relocate University owned equipment/furniture from University property	Accounting
Vendor ACH Enrollment	Form utilized by external vendors to sign up for ACH (direct deposit) payments for services or goods provided to West Chester University.	Accounts Payable
W-8 Form	Certificate of Foreign Status. Form to tell the payer that your are a nonresident alien individual or exempt foreign person not subject to certain U.S. information return reporting or backup withholding rules.	Finance and Business Services
W9 Tax Form	Request for Taxpayer Identification Number and Certification	Business Services