Forms by Date
| Form Name | Description | Updated |
|
(authorization required to be a preparer) |
**Access to NEER form functionality as a preparer is granted via ALG member requests to the Business Systems Help Desk at ER-Help@andrew.cmu.edu ** Use this form to request reimbursement of travel or non-travel business expenses incurred on behalf of the University. | 9/3/2024 |
| Accounts Payable Human Subject Participant/Principal Investigator Form [.pdf] | The purpose of this form is to obtain funds to issue human subject cash payments or to pay a human subject directly. | 4/29/2024 |
| Accounts Payable Copy Site Form [.pdf] | The purpose of this form is to submit a request to copy a supplier site to a new ledger. | 4/1/2024 |
| If you are considering hiring an Independent Contractor (IC), please complete the checklist to ensure that the potential hire is in fact an IC and not an employee. | 2/26/2024 | |
| Under-Recovered Overhead Exception Request [.pdf] |
This form should be used to request an exception to the under-recovered overhead process. | 2/15/2024 |
| Agency Funding Sources Request Form [.pdf] | The purpose of this form is to change or request a new Entity for the Oracle Chart of Accounts. | 2/5/2024 |
| The purpose of this form is to correct charge strings on accounts payable invoices, expense reports and PCard transactions that have been paid. | 2/1/2024 | |
| Feeder Cost Transfer Form [.pdf] | The purpose of this form is to correct accounts on feeder transactions. | 1/25/2024 |
| Purchase Order Terms & Conditions [.pdf] | A copy of the university's purchase order terms and conditions as referenced on the purchase order. | 1/25/2024 |
| Business & Travel Expense Policy Exception Authorization [.pdf] | Use this form in advance of a trip or expense when requesting an upgrade or exception to the Business and Travel Expense policy. | 1/22/2024 |
| Employee Gift Processing Form [.pdf] | This form is to be used when an employee receives a non-cash gift greater than $75 and any cash gift, including gift certificates/cards (regardless of the dollar amount). | 1/18/2024 |
| Off-Cycle Payment Request Form [.pdf] | The purpose of this form is to request an off-cycle payment when an individual was not paid or was not paid correctly on the regularly scheduled pay date. |
1/16/2024 |
| Retro Time Entry Request Form [.pdf] | The purpose of this form is to request payment of hours for a non-exempt employee that have not already been paid for a period that occurred six months or more from the current pay period. This form is not to be used for time entry less than six months old, and is not intended to be an alternative to submitting time in Workday by the applicable posted deadlines. | 1/16/2024 |
|
Foreign Assignee State |
This form is to be completed by a US expatriate on a foreign assignment at a Carnegie Mellon University campus. This form will validate the appropriate state tax withholdings to be deducted from your paycheck. You should seek advice from your tax consultant and ensure your address in Workday correctly reflects your tax residency before you complete this form. | 1/16/2024 |
| Wire Transfer Request Form [.pdf] | The purpose of this form is to request an outgoing wire transfer. | 1/16/2024 |
| Human Subjects Reconciliation Form [.pdf] | The purpose of this form is to properly account for funds relating to the disbursements of human subject payments. | 1/16/2024 |
| Accounts Payable Petty Cash Payment Form [.pdf] | The purpose of this form is to record, reconcile, report, and/or request replenishment of petty cash funds (for amounts under $25 USD) | 1/16/2024 |
| Accounts Payable Travel Advance Payment Form [.pdf] | The purpose of this form is to obtain a travel advance for authorized university related business travel expenses for employees. | 1/16/2024 |
| Foreign Source Income Form [.pdf] | The purpose of this form is to report payments made (either through the CMUWorks Service Center or Accounts Payable) to foreign nationals providing services outside of the United States. | 1/16/2024 |
| Sale of University Property Form [.pdf] | The purpose of this form is to account for the sale of university owned property. | 1/16/2024 |
| Authorization for Off-Campus Use of Movable Assets [.pdf] | The purpose of this form is to report a capital asset which is the property of Carnegie Mellon but used in a location not owned or leased by Carnegie Mellon. |
1/16/2024 |
| Non-CMU Use of Movable Equipment/Furniture [.pdf] | The purpose of this form is to report movable equipment or furniture being used in a room owned or leased by Carnegie Mellon but is the property of the owner noted on the form. | 1/16/2024 |
| Shared Use Agreement [.pdf] | The purpose of this form is to document the agreement of sharing a capital asset when a similar capital asset is available for shared use. | 1/16/2024 |
| Disposition of Movable Assets Form [.pdf] | The purpose of this form is to report and approve assets that are to be disposed. | 1/16/2024 |
| Equipment Transfer Request [.pdf] | The purpose of this form is to report and approve assets that are to be transferred to another institution. | 1/16/2024 |
| Equipment Screening Report [.pdf] | The purpose of this form is to document the certification of screening a federally funded asset costing $100,000 or more. | 1/16/2024 |
| Invoice Requisition [.pdf] | The purpose of this form is to invoice for non-sponsored and non-gift related activity. | 1/11/2024 |
| Credit Memo Request Form [.pdf] | The purpose of this form is to remove or reverse non-sponsored and non-gift related accounts receivable and revenue amounts previously invoiced. | 1/11/2024 |
| Accounts Payable Non-Qualified Scholarship In Kind Form [.pdf] | The purpose of this form is to report an in kind non-qualified scholarship or fellowship that was provided to a student. | 1/11/2024 |
| Missing Receipt Form [.pdf] | The purpose of this form is to report a missing receipt that is required to be provided according to the university's Business and Travel Expense Policy and Purchasing Policy. Do not use this form if you can obtain a duplicate receipt from the merchant/supplier. | 1/11/2024 |
|
Foreign National Information System (FNIS) Access Request [.pdf] |
The purpose of this form is to request access to the FNIS to complete the required treaty and immigration information online. | 1/11/2024 |
| Location Request Form [.pdf] | The purpose of this form is to request the creation, disabling, or adjustment of a location for purchase order shipments. | 12/21/2023 |
|
Employee/Former Employee Request |
This form is required for current or former CMU employees to request a letter verifying their employment at CMU. |
12/21/2023 |
| Expense Report - Taxable Reimbursement [.pdf] | Use this form when reporting expenses being reimbursed via an expense report that are not in compliance with the university’s Business & Travel Expense Policy. | 12/19/2023 |
| Donation Routing Form [.pdf] | This form is for internal department use only and can be used for all donations. | 12/19/2023 |
| International InterCompany Form [.pdf] | To record transactions that need allocated to the Qatar (entities 68 and 73) or Australia (entity 70) international Ledgers which can NOT be processed through an Accounts Payable Redistribution or Feeder System Process. | 12/14/2023 |
| Qatar Campus International Travel Registration Form [.pdf] | The purpose of this form is to provide pertinent information for International Finance, Risk Management, and Human Resources to arrange travel to CMU-Q campus, obtain correct VISAs and to ensure insurance benefits/coverages are in effect for all university faculty, staff, and students traveling to the Qatar campus. | 12/14/2023 |
| Request for Oracle Currency [.pdf] | This form must be completed to request the establishment for use of a new foreign currency that is not resident within Oracle. | 12/14/2023 |
|
Accounts Payable Employee Expense Direct Deposit Form [.pdf] |
The purpose of this form is to set up bank account information for direct deposit of employee expense reimbursements. This form is not for Note: This form is also available in Word for accessibility purposes. |
12/14/2023 |
| Entity Request/Change Form [.pdf] | The purpose of this form is to change or request a new Entity for the Oracle Chart of Accounts. | 12/12/2023 |
| Function Request/Change Form [.pdf] | The purpose of this form is to change or request a new Function for the Oracle Chart of Accounts. | 12/12/2023 |
| eCommerce Updates Request Form [.pdf] | This form must be completed and approved before accepting credit card payments via Cashnet eMarket. | 12/12/2023 |
| eCommerce Creation Request Form [.pdf] | This form must be completed and approved before accepting credit card payments via Cashnet eMarket. | 12/12/2023 |
| Accounts Receivable Redistribution [.pdf] | The purpose of this form is to correct general ledger account strings on cash or check deposits. | 12/12/2023 |
| Internal Award Form [.pdf] | The purpose of this form is to request a new internal award or change an existing award. | 12/12/2023 |
| Agency Funding Sources Request Form [.pdf] | The purpose of this form is to change or request a new Entity for the Oracle Chart of Accounts. | 12/12/2023 |
| Administrative Fee Exception Request Form [.pdf] | The purpose of this form is to request an Administrative Fee exception. | 12/12/2023 |
| Administrative Fee Divisional Cost Sharing [.pdf] |
The purpose of this form is to identify revenues or gifts where the division will be cost sharing the Administrative Fee. Do not use this form for cost sharing of sponsored non-federal awards. |
12/12/2023 |
| Communication Allowance Request Form [.pdf] | The purpose of this form is to request a communication allowance for a domestic employee who has a business need for this allowance. | 11/27/2023 |
| USD Qatar Net Pay Split Currency Designation Form [.pdf] |
This form is to be used by CMU employees working in Qatar and being paid in US dollars to designate up to 50% of the employee's USD net pay be paid to the employee's Qatar bank account in Qatari Riyals. |
11/27/2023 |
| Qatar Employee Authorization for Direct Deposit in USD [.pdf] |
This form must be completed to receive direct deposit of your pay. Please list all accounts to which you would like your pay distributed. |
11/27/2023 |
| Qatar Employee Authorization for Direct Deposit in QAR [.pdf] |
This form must be completed to receive direct deposit of your pay. Please list all accounts to which you would like your pay distributed. |
11/27/2023 |
| W-2/1042-S Replacement Request Form [.pdf] | Use this form to request a replacement Form W-2 or Form 1042-S. | 11/27/2023 |
| Billing Inquiry [.pdf] |
This form is used by purchasing cardholders to dispute a charge that is reflected on their purchasing card account statement. |
11/27/2023 |
| Federal Funding Accountability and Transparency Act Information Form [.pdf] | The purpose of this form is to collect information required to report in compliance with the Federal Funding Accountability and Transparency Act (FFATA) of 2006. | 11/27/2023 |
| Supplier Conflict of Interest and Compliance Certification Form [.pdf] | The certification is required for suppliers providing certain services. | 11/27/2023 |
| Accounts Payable Deposit Form [.pdf] | The purpose of this form is to deposit a check, money order, or cash back to a payment processed by Accounts Payable (AP). | 10/10/2023 |
| The purpose of this form is to request an activity pay to be initiated through the HR Service Center. | 10/3/2023 | |
| The purpose of this form is to request a one time payment to be initiated through the HR Service Center. | 10/3/2023 | |
| 9 over 12 Month Pay Election Form [.pdf] | The purpose of this form is to begin receiving academic salary pro rata over a 12 month period instead of 9 months. | 10/3/2023 |
| The purpose of this form is to request treaty benefits for payments made to foreign nationals receiving U.S. sourced income. | 9/12/2023 | |
| Accounts Payable Non-Qualified Scholarship Payment Form [.pdf] | The purpose of this form is to process the payment of non-qualified scholarship or fellowship to a student. | 8/31/2023 |
| Accounts Payable Request for Payment/Refund Form [.pdf] |
The purpose of this form is to:
|
8/31/2023 |
| Accounts Payable Non-Employee Prize Award Form [.pdf] | The purpose of this form is to report a prize/award for a non-employee. | 8/31/2023 |
| Accounts Payable Non-Employee Gift Form [.pdf] | The purpose of this form is to report a non-cash gift greater than $75 USD and any cash gift, including gift certificates/cards (regardless of the dollar amount) for a non-employee, which are subject to tax reporting. | 8/31/2023 |
| Honorarium Payment Form [.docx] | Use only once the Honorarium Payment Form is submitted to request payment. | 5/2/2023 |
| Accounts Payable Employee Expense Direct Deposit Form [.docx] |
The purpose of this form is to set up bank account information for direct deposit of employee expense reimbursements. This form is not for Note: This is the Word verison that is available for accessbility purposes. Original form is available in PDF. |
11/17/2022 |
| Accounts Payable Supplier Electronic Funds Transfer Form [.docx] |
The purpose of this form is to offer payment options in US dollars as well as in campus local currencies to its international suppliers that wish to receive payment for goods and services through electronic funds transfer. Note: This is the Word verison that is available for accessbility purposes. Original form is available in PDF. |
11/17/2022 |
| Purchasing Checklist and Bid Summary Form [.xlsm] | To comply with University Purchasing Policy and Federal Acquisition Regulation (FAR), completion of this form is required for all Purchasing Card and Purchase Order (PO) transactions between $5,001 and $149,999 USD with a non-preferred supplier. All purchases $150,000 USD and above regardless of the source of funds or type of supplier utilized, require completion of this form. | 11/17/2022 |
| Buyer Actions Matrix & Guide [.pdf] | Describes buyer actions based on the type of funding, supplier, and dollar amount. | 10/21/2022 |
| The purpose of this form is to provide information for all deposits via cash, check, or credit card. The FSR form must accompany cash deposits, check deposits or credit card settlements. | 1/7/2020 | |
|
Accounts Payable Supplier Electronic Funds Transfer Form [.pdf] |
The purpose of this form is to offer payment options in US dollars as well as in campus local currencies to its international suppliers that wish to receive payment for goods and services through electronic funds transfer. Note: This form is also available in Word for accessibility purposes. |
4/26/2019 |
| Employee Cardholder Agreement via Online Forms System | All cardholders are required to sign the Employee Cardholder Agreement, which states that you understand the obligations outlined in the form and those set forth in the university's purchasing policies, and that you agree to comply with these obligations when using the university card. | 1/14/2019 |
| Card Exception/Limit Change Request Form via Online Forms System | The purpose of this form is to request an exception to university card policy. | 1/4/2019 |
| Card Request Form via Online Forms System | The purpose of this form is to request a new university card, change information on an existing card, or close an existing card. | 1/4/2019 |
| International Mailing & Shipping Checklist [.pdf] | The purpose of this form is to assist CMU-Qatar employees with internationally transporting business and personal items to Qatar. | 8/31/2018 |
| Object Code Request Form via Online Forms System | The purpose of this form is to change or request a new Object Code for the Oracle Chart of Accounts. | 1/23/2017 |
|
Organization Request Form via Online Forms System |
The purpose of this form is to change or request a new Organization for the Oracle Chart of Accounts. |
1/23/2017 |
|
Change Default Expense Report String Form via Online Forms System |
Use this form to change a default string shown on expense report GL allocations. | 3/14/2016 |
|
Core Access Request Form via Online Forms System |
Use this form to add or remove Oracle and/or Financial Data Warehouse access. | 3/14/2016 |
|
Delegate Access Request Form via Online Forms System |
Use this form to add or remove Oracle delegate access. | 3/14/2016 |
|
GL Approver Change Form via Online Forms System |
Use this form to change the existing journal entry approver(s) for a preparer. | 3/14/2016 |
|
GL Approval Request Form via Online Forms System |
Use this form to change journal entry approval authority. | 3/14/2016 |
|
PO Approval Access Request Form via Online Forms System |
Use this form to change purchase order approval authority. | 3/14/2016 |
|
Signing Limits Request Form via Online Forms System |
Use this form to add or remove approval authority for Oracle expense reports. | 3/14/2016 |
| International Travel Registration Form - Non-Qatar Travel [.pdf] |
This form is used to gather information about individuals traveling for CMU business purposes. ITRF provides pertinent information for Risk Management and Human Resources regarding each traveler’s relationship with the university to ensure that insurance benefits and coverage are in place for faculty, staff, and students traveling abroad. |
Updated by Human Resources |
| IRS Form | See Form | |
| W-8BEN-E [.pdf] | IRS Form | See Form |
| W-8-ECI [.pdf] | IRS Form | See Form |
| W-8-EXP [.pdf] | IRS Form | See Form |
| W-9 [.pdf] | IRS Form | See Form |
| 1099-Misc Withholding Exemption Certificate [.pdf] | Pennsylvania Department of Revenue Form REV-1832 | See Form |