Note: All forms and templates are PDF unless noted otherwise

Form Name Description Last Updated
Batch Interface Template (.xlt) Use when setting up large batch files to be paid by the Controller's office. Instructions and guidelines. 07/12/05
DOPP/Revenue Refunds Use when making payments to a vendor or when issuing a revenue refund. 04/17/17

Employee Independent Contractor Form

 For instructions on proper use of the form, see the Factors for Proper Classification of Workers. 11/12/10
W-9 Certification of Taxpayer ID Number Vendor certification of taxpayer identification number. See completion procedures for W-9. 05/06/13
Form Name Description Last Updated
Financial Activity Report Template Financial Activity Report for Year Ending June 30, 2016 -
Request Space Survey Changes Request for Space/Room changes. 02/23/17
Form Name Description Last Updated
New Center Form A form addressing all the needs for the creation of an already approved departmental, university, or college center. 11/02/10
Form Name Description Last Updated
Request to Transfer/Sell Equipment to Domestic Institution Policy 3951 Transfer of Equipment between Domestic Institutions. 09/15/17

Equipment Inventory Certification

 Inventory Certification for Equipment located off-site. 03/23/16
Home Authorization Form Example University Policy 3950 09/16/14

Inventory Update Form

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

Surplus Property Report Form  

 Maintained by the Procurement Department
Form Name Description Last Updated
Banner Finance System Access Request Request Access to the Banner Finance System 1/24/06
General Account Fund Request Form New Local/Revenue Fund
Note: E&G Fund Requests are handled by the Budget Office
Overhead Fund Requests are handled by the Research Division		 05/04/16
HokieMart Access Forms Link to HokieMart access forms for On Behalf of Requestor, Approver, Requestor, & Receiver.
HokieMart Access Tutorial		 08/03/17
Journal Entry (Transfer) Form (.xlsx) Adjustments such as correction of errors and transfer of expenditures between funds
Journal Entry Transfer Form Tutorial		 08/03/17
Form Name Description Last Updated
Foreign National Data Form Foreign National Data Form, Training Offered for Employing Foreign Nationals - Click Here 08/16/13
I-9 Employment Eligibility Verification Immigration Certifications - Guideline to the I-9 Form 05/02/13
I-9 Key Points Key Points to I-9 Understanding and Preparation, Training Offered - Click Here 05/02/13
Manual Check Request: Salary Salaried Employees Manual Check Request 

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

HR Form # 150		 05/13/08
Mobile Communicaton Request Form Mobile communication device request form 11/02/16
NRA VA-4 Virginia Income Tax Withholding 01/05/12
NRA W-4 Federal Income Tax Withholding 01/20/17
Payroll Direct Deposit Form Direct Deposit Request for Payroll Form Maintained by Bursar Office
Student Employment Verification Provides evidence of on-campus employment for students 10/18/2004

VA-4

 Virginia Income Tax Withholding 01/03/12
W-4 Federal Income Tax Withholding 01/12/14
Form Name Description Last Updated
2017 Moving & Relocation Summary Form For reimbursment of moving expenses in 2017 12/22/16
2016 Moving & Relocation Summary Form For reimbursment of moving expenses in 2016 12/23/15
Bank of America (BOA) Travel Card Application

Paper Application for BOA Travel Card. If exception is required, please also complete Special Authorization Form

09/21/17
Lodging Tax Calculator For prorating taxes when lodging expenses exceed the allowable amount. 03/02/17
Relocation Agreement Legal Agreement between University & New Employee for Relocation Expenses 03/06/14
Request Student USAID Check Request advance payment for VT student with USAID funding 08/28/14
TEM Approver Request Access request form for TEM approvers 12/17/14
Travel Voucher (.xls)

Reimbursement of travel and business meal expense.

 04/29/16
VT Travel Estimate and Approval Form Estimate travel expenses and request approval 7/17/09