Controller's Office

Forms and Templates

Quick Navigation: Accounts Payable | General Accounting | Payroll | Travel | Fixed Assets | Insurance & Risk Management

Accounts Payable

Form Name Description Format Last Updated
Batch Interface Template Use when setting up large batch files to be paid by the Controller's office. Instructions and guidelines. excel 07/12/05

Employee Independent Contractor Form

For instructions on proper use of the form, see the Factors for Proper Classification of Workers. .PDF 11/12/10
W-9 Certification of Taxpayer ID Number-Fillable Vendor certification of taxpayer identification number. See completion procedures for W-9. .PDF 05/06/13

General Accounting

Form Name Description Format Last Updated
Journal Entry (Transfer) Form Adjustments such as correction of errors and transfer of expenditures between funds. Trouble Printing .XLS 07/19/04
New Center Form A form addressing all the needs for the creation of an already approved departmental, university, or college center. .PDF 11/02/10
Banner Finance System Access Request Request Access to the Banner Finance System .PDF 1/24/06
Study Abroad Request Form for New Funds Request new funds for Study Abroad .PDF 07/28/14

Payroll

Payroll- General Payroll Forms
Name Description Format Last Updated
I-9 Employment Eligibility Verification Immigration Certifications .PDF 05/02/13
I-9 Key Points Key Points to I-9 Understanding and Preparation, Training Offered - Click Here .PDF 05/02/13
Manual Check Request: Salary Salaried Employees Manual Check Request

HR Form #149
.doc 05/13/08
Manual Check Request: Wage Wage Employees Manual Check Request

HR Form # 150
.doc 05/13/08
Payroll Direct Deposit Form Direct Deposit Request for Payroll - Form Maintained by Bursar Office .PDF  
Wage Transfers Wage Transfers Form
excel
 
Student Employment Verification Provides evidence of on-campus employment for students .PDF 10/18/2004
Payroll - Tax Forms for US Citizens and Resident Aliens
W-4 Federal Income Tax Withholding .PDF 01/12/14
Virginia Income Tax Withholding .PDF 01/03/12
Payroll Tax Form Tutorial Payroll Tax Form Tutorial SWF 07/29/13
Payroll -Tax Forms for Non-Resident Aliens - International Students and Scholars
NRA W-4 Federal Income Tax Withholding .PDF 01/08/14
NRA VA-4 Virginia Income Tax Withholding .PDF 01/05/12
Foreign National Data Form Foreign National Data Form, Training Offered for Employing Foreign Nationals - Click Here .PDF 08/16/13

Travel

Form Name Description Format Last Updated
Travel Loan Form Request for Travel Loan .doc 03/01/13
Travel Voucher Excel

Reimbursement of travel and business meal expense.

excel



10/21/13
Bank of America (BOA) Travel Card Application

Paper Application for BOA Travel Card. (Required part one of two)
If exception is required, please also complete Special Authorization Form

.PDF

04//09/13

Bank of America (BOA) Travel Card Online Application Instructions Electronic Application for BOA Travel Card (Required part two of two) .PDF 2/20/09
Lodging Tax Calculator For prorating taxes when lodging expenses exceed the allowable amount. .PDF 10/07/02
Relocation Agreement Legal Agreement between University & New Employee for Relocation Expenses .PDF 03/06/14
Request Student USAID Check Request advance payment for VT student with USAID funding .PDF 08/28/14
2014 Moving & Relocation Summary Form For reimbursment of moving expenses in 2014 .PDF 02/18/17
2013 Moving & Relocation Summary Form For reimbursment of moving expenses in 2013 .PDF 01/04/13
VT Travel Estimate and Approval Form Estimate travel expenses and request approval .doc 7/17/09

Fixed Assets

Form Name Description Format Last Updated

Inventory Update Form

Update Equipment information (org, location, status, custodian, etc.). .PDF 09/16/14

Equipment Inventory Certification

Inventory Certification for Equipment located off-site. .PDF 09/16/14
Home Authorization Form example for Policy 3950 University Policy 3950 .PDF 09/16/14
Surplus Property Form

Surplus Property Report Form (located on Purchasing's Web site)

.PDF Maintained by the Purchasing Department
Equipment Request to Transfer to another Domestic Institution Policy 3951 - Transferring Equipment from the University to Other Domestic Institutions Approval Document. .PDF 03/30/07
Detail Equipment Request to Transfer to another Domestic Institution Policy 3951- Detail listing of Equipment requesting transfer. .PDF 08/16/06

Insurance & Risk Management

Form Name Description Format Last Updated
Request for Certificate of Insurance   .PDF 08/13/14
OSP Request for Certificate of Insurance Note: For the "Submit Form" button to function, Save the form to your computer before submitting. .PDF 08/13/14
View Auto Accident Report Instructions   .PDF 07/02/14

Auto Accident Report

  .PDF 07/18/14
Accident/Incident Report   .PDF 03/22/02
New Buildings List 2012 New Building List .PDF 08/12/14
Property Loss Instructions   .PDF  
Property Claim Guide Sheet   .PDF  
Blank Bus Use Agreement Form Limited Use Only .PDF  
EGUV Proceedures   .PDF  
General Liability Waiver   .PDF  
Equine Waiver   .PDF 03/17/09
Fine Arts Loanl Agreement Form   .PDF 04/27/09
Fine Arts Custody and Control Form   .PDF 01/14/05
MEDEX Application Note: For the "Submit Form" button to function, Save the form to your computer before submitting. .PDF 08/12/14