Forms
Welcome to the Forms Page
Below is a list of forms used by the Controller's Office grouped by department. Click on the form title to download.
Jump to a department:
| travel Forms | |
|---|---|
| FY14 Expense Report | Request Reimbursement for business travel including non-overnight travel (For Travel on or after July 1, 2013) |
| FY13 Expense Report | Request Reimbursement for business travel including non-overnight travel (For Travel on or after July 1, 2012) |
| Employee Travel & Expense Reimb. Direct Deposit Form | To request a Direct Deposit for Travel and Expense reimbursements (Employee Only) |
| Faculty Long-term Research Expense Report | Request Reimbursement for faculty traveling abroad on long-term research projects |
| Lost Receipt Form | Used when original receipt is lost or missing |
| Study Away/Group Travel Advance | Request cash advance for study away foreign and domestic programs and group travel |
| Study Away/Group Travel Expense Report. | Expense report comparing cash advance to actual expenses for study away foreign and domestic programs and group travel |
| Travel Advance Form | Request cash advance for future business travel |
| Accounts Payable Forms | |
|---|---|
| Check Request Form | Request payment for services provided by individuals, reimbursements to employees for business (non-travel) expenses, and vendors with no invoice. |
| New Vendor/Accts Payable Questionnaire | Comply with IRS requirements; obtain certain information for new vendors. |
| Wire Request Form | Request payment for foreign currency or wire. |
| Independent Contractor Questionnaire | Assists in determining whether recipient of a payment for service is an independent contractor or employee. |
| AP Invoice Labels | Invoice FOAPAL labels (to be printed on Avery 5163 2" x 4" labels) |
| Employee Travel & Expense Reimb. Direct Deposit Form | To request a Direct Deposit for Travel and Expense reimbursements (Employee Only) |
| Student Travel & Expense Reimb. Direct Deposit Form | To request a Direct Deposit for Travel and Expense reimbursements (Student Only) |
| Controller's Authorization form instructions (through My Wellesley) | Please note all Online Authorized Signer forms should be submitted through the My Apps tab at My Wellesley |
| cashier forms | |
|---|---|
| Cash Deposit Form | Make departmental deposits |
| Student Deposit Form | Make payments credited to a students account |
| general accounting forms | |
|---|---|
| Controller's Authorization form instructions (through My Wellesley) | Please note all Online Authorized Signer forms should be submitted through the My Apps tab at My Wellesley |
| Journal Entry | Make Journal Entries |
| Request Banner User ID form IS | |
| Accrued/Prepaid Expense Request | To request an accrued or prepaid expense adjustment |
| To record information on Capital Equipment purchases | |
| List of Account Numbers | List of Commonly Used Account numbers |
| sponsored programs forms | |
|---|---|
| Grant Set-up Form | Provides summary information for new sponsored awards to be set up in Banner |
