Forms | Finance

Below is a list of commonly used forms throughout the Finance Division, in department order. Should you have any questions, please contact the Subject Matter Expert (SME) for the appropriate form. Know what you’re looking for, click on the department name here to jump down the page:

Accounting Accounts Payable Banner Related Budget
Payroll P-Card Travel Vendor Registration WebTime Entry

FORM LINK	Subject Matter Expert	PHONE	E-MAIL
ACCOUNTING:			Accounting
Banner Chart of Accounts Change Code Request Form	Carol Stinson	62223	stinson
Banner Chart of Accounts New Code Request Form	Carol Stinson	62223	stinson
FGIBDST Excel Template	Selah Wilson	62217	wilsonsj
FGIOENC Excel Template	Selah Wilson	62217	wilsonsj
FGITRND Excel Template	Selah Wilson	62217	wilsonsj
ACCOUNTS PAYABLE:			Accounts Payable
Association Membership Questionnaire	Paula Beasley	66488	beasley
Banner Finance Privilege Request Form	Juanita Parsons	66520	ocheltreej
Employee Reimbursement	A/P Group	66488	acctspayable
Marshall University Invoice Form	A/P Group	66488	acctspayable
Marshall University Invoice Instructions	A/P Group	66488	acctspayable
Receiving Report	A/P Group	66488	acctspayable
Vendor Direct Deposit Agreement	A/P Group	66488	acctspayable
Vendor Registration Request	A/P Group	66488	acctspayable
W8-BEN Certificate of Foreign Status	A/P Group	66488	acctspayable
W-9 Request For Taxpayer ID	A/P Group	66488	acctspayable
BANNER RELATED:			Computing Services
Banner Account Request Form	Computing Services	63200	helpdesk
Banner Finance Privilege Request Form	Computing Services	63200	helpdesk
Banner Time Sheet Approval Path Request Form	Payroll	66457	payroll
Banner Account Termination and Department Transfer Request	Computing Services	63200	helpdesk
BUDGET:			Budget
Additional Funds Request Form	Katrina Eskins	67096	eskinsk
Budget Release Form	Mark Robinson	66773	robinsonma
Budget Transfer Form	Michael Ferguson	66232	ferguson52
PAYROLL:			Payroll
Certificate of Foreign Status W-8BEN	Payroll	66457	payroll
Direct Deposit Form	Payroll	66457	payroll
Pay Option Form	Payroll	66457	payroll
Kentucky Resident State Tax Withholding Form	Payroll	66457	payroll
Ohio Resident State Tax Withholding Form	Payroll	66457	payroll
West Virginia Resident State Tax Withholding Form	Payroll	66457	payroll
W-4 Employee’s Federal Withholding Allowance Certificate	Payroll	66457	payroll
W-9 Request For Taxpayer ID	Payroll	66457	payroll
P-CARD:			Purchasing Card
Hospitality Form	Melanie Gallaher	62212	pcard
P-Card Affidavit of Unauthorized Use	Melanie Gallaher	62212	pcard
Purchasing Card Application	Melanie Gallaher	62212	pcard
P-Card Cardholder Information Form	Melanie Gallaher	62212	pcard
Purchasing Card Dispute Form	Melanie Gallaher	62212	pcard
Purchasing Card Maintenance Form	Melanie Gallaher	62212	pcard
Purchasing Card Receiving Report	Melanie Gallaher	62212	pcard
TRAVEL:			Travel
Team Travel ATM Cash Reconciliation	Travel Group	66488	travel
Student Meal Receipt Form	Travel Group	66488	travel
Travel Authorization Form	Travel Group	66488	travel
Travel Settlement Form	Travel Group	66488	travel
United Bank Team Travel Card Application	Travel Group	66488	travel
VENDOR REGISTRATION:			Accounts Payable
Vendor Direct Deposit Agreement	A/P Group	66488	acctspayable
Vendor Registration Request	A/P Group	66488	acctspayable
W8-BEN Certificate of Foreign Status	Accounts Payable	66488	acctspayable
W-9 Request For Taxpayer ID	Accounts Payable	66488	acctspayable
WEB TIME ENTRY:			payroll
Banner Time Sheet Approval Path Request Form	Payroll	66457	payroll
Time Tracking Form	Payroll	66457	payroll