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:

 

Miscellaneous Documents
Missing Receipt Form Used when original receipt is lost or missing

 

Accounts Payable Forms  
Draft Request Form Request payment for services provided by foreign national individuals, reimbursements to employees for business (non-travel) expenses, and vendors with no invoice.
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.
Student Travel & Expense Reimb. Direct Deposit Form Please contact ap@wellesley.edu to request a Direct Deposit for Travel and Expense reimbursements (Student Only)

 

payroll forms Click on Form name to Download Form.
Payroll Accounting Adjustment Request For department managers to correct payroll charges during a particular timeframe.

Admin Non-Exempt Employee Manual Time sheet

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

Direct Deposit Form

Please contact the Payroll Office

Cancel Direct Deposit Form

Please contact the Payroll Office

W-4

Optional form for all employees to withhold proper federal taxes. Employees can enter exemptions in Workday without the form.

M-4

Optional form. Use only if claiming a different number of exemptions from the W-4 for Massachusetts. Employees can enter exemptions in Workday without the form.

 

cashier forms  
Cash Deposit Form Make departmental deposits
Student Deposit Form Make payments credited to a students account

 

general accounting forms  
Accrued/Prepaid Adjustment Request To request an accrued or prepaid expense adjustment

Capital Equipment Form

To record information on Capital Equipment purchases
FOAPAL to Worktags Map A tool to determine the correct Worktags (Spend, Cost Center, etc.)

 

sponsored programs forms
Grant Set-up Form Provides summary information for new sponsored awards to be set up in Banner