Carnegie Mellon University

Financial Forms

Listed below are the forms that are most commonly submitted for student organization business to process payments/reimbursements/deposits. The forms are also available in the SLICE First Floor and Lower Level offices.

SLICE Financial Forms

payment request (PDF)
expense reimbursement (PDF)
on campus request (pdf)
journal entry request form

University Financial Forms

Many financial transactions require one or more university financial forms. To access these forms follow the instructions below. These forms can change often so it is important to access the form directly from the website each time a form is needed.

Supplier Information Package – US Form

To inquire whether a supplier is in the database, email slice@andrew.cmu.edu with as much detail about the vendor as you can provide. If the vendor is not in the database, supplier forms will be required.

To access the form, visit the following webpage https://www.cmu.edu/finance/forms/area/ap.html and click on Suppler Information Package - US [.pdf] to download form.

W-9 Form

This form is also needed when adding a US vendor or service provider to the university financial database.

To access the form, visit the following webpage https://www.cmu.edu/finance/forms/area/ap.html and click on W-9 [.pdf] under the IRS Forms section to download form.

Supplier Information Package – International Form

To inquire whether an international  supplier is in the database, email slice@andrew.cmu.edu with as much detail as you can provide. If the vendor is not in the database, a SLICE staff member will assist you with the forms.

W-8 Forms

This form is also needed when adding an international vendor or service provider to the university financial database.

To access the form, visit the following webpage https://www.cmu.edu/finance/forms/area/ap.html and click on W-8Ben [.pdf] under the IRS Forms section to download form.

Purchasing Bid Checklist Form

If purchasing goods and services above $5000, a Purchasing Bid Checklist form is required. 

To access the form, visit the following webpage http://www.cmu.edu/finance/procurementservices/index.html and click on Bid Checklist to download form.