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

 

payroll forms Click on Form name to Download Form.

Faculty/Staff Direct Deposit

For Faculty/Staff member to provide or update necessary information to enable transfer of pay into her/his bank account.

Student Direct Deposit

For Students to request Direct Deposit set-up

Direct Deposit Cancel

To request cancellation of a previously requested direct deposit

Exempt Employee Manual Time sheet

Report exempt employee exception time when unable to enter information on the web. To be used on rare situations where the employee has not started his/her time on the web.

FOAPAL Override

Request override of account number (FOAPAL) on certain hours of pay for an employee. Form must be signed by an authorized signer on the fund and org to be charged.

Non-Exempt (Biweekly) Employee Manual Time sheet

Report non-exempt employee hours when unable to enter information on the web. To be used on rare situations where the employee has not started his/her time on the web.

Union Employee Manual Time sheet

Report union employee hours when unable to enter information on the web. To be used on rare situations where the employee has not started his/her time on the web.

Student Employee Manual Time sheet

Report student employee exception time when unable to enter information on the web. To be used on rare situations where the employee has not started his/her time on the web.

W-4

Required form for all employees to withhold proper federal taxes.

M-4

Optional form. Use only if claiming a different number of exemptions from the W-4 for Massachusetts.

 

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 for User Access to Administrative Data Systems

Request Banner User ID form IS
Accrued/Prepaid Expense Request To request an accrued or prepaid expense adjustment

Capital Equipment Form

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

 

Contact Us

Controller
 

Mailing address:
Wellesley College
Controller's Office
106 Central St., GRH139
Wellesley, MA 02481-8203

Main Telephone:
781.283.2468

 

Main Office Fax:
781.283.3710

Payroll Fax:
781.283.3713

Controller
781.283.2247
 
Senior Accountant
781.283.2461
 
Accounting Specialist
781.283.2488
 
Sr. Cashiering/Accts Payable Specialist
781.283.2265
 
Accounts Payable Manager
781.283.2469
 
Associate Controller
781. 283.2250