Division of Finance Forms
As of 04/25 Journal Vouchers and Interdepartmental Invoices are no longer submitted and approved through Docusign. The process has been simplified and moved to the FAST Journal Voucher module. See our FAST documentation for more information.
Accounts Payable Forms
- W-8BEN Form - Individual - Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding
- W-8BEN-E Form- Business - Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding
- W-9 Form - Request/Certification of Taxpayer Identification Number
- Reimbursement Request Form
- Independent Contractor Travel Reimbursement Only
- Recruitment Reimbursement Request Form
- Pre-Payment Authorization Form
- Walk-Through Accounts Payable Form
- New Account Request Form
- Banner Finance Access Request Form
- Account Director/Pi Change Form
- Unrelated Business Income Tax (UBIT Form)
- Affidavit of Lost Receipt
- In-Person Prize, Award, and Research Incentive Form
- Bookstore Charge Account Form
Accounts Payable Vendor Registration
- PaymentWorks is our new online software that replaces DocuSign to register new Vendors into Banner. Click on the hyperlink below to login using the same credentials you would use to log into MyISU.
Accounts Payable DocuSign Forms
- Direct Pay Instructions
- Direct Pay Form
- Interdepartmental Invoice - see the FAST JV module
- Journal Voucher (JV) - see the FAST JV module
- Student Vendor Registration Form Instructions
- Student Vendor Registration Form & W-9
- International Student Vendor Registration Form & W-8BEN
- Prize, Award, and Research Incentives Form
*Note that Vendor Registrations are now done through PaymentWorks, please see above.
Budget Office Forms
Change Fund Forms
- Permanent Change Fund Request Form
- Petty Cash Fund Request Form
- Change Fund Termination Letter
- Petty Cash Fund Termination Letter
- Petty Cash Replenishment Form
- Custodian Change Form
- ASISU Student Organization Account Exempt Form
- Fund Count and Custodian Transfer Form
- Petty Cash Advance / Reimbursement Form
- Petty Cash Log
- Temporary Change Fund Request Form
Payroll DocuSign Forms
- Federal W4
- Idaho W4
- One-Time Payment Authorization Form
- Payroll JV Instructions
- Payroll JV
- Temporary (Adjunct) Faculty Contract
- Temporary Faculty Contracts Instructions
- Temporary & Permanent Indexes are now done through EPAF
- Time Card
Inventory & Surplus Forms
- Department Inventory Disposal Form
- Gift in Kind Form
- Inventory Location Change Form
- Inter Departmental Inventory Transfer
- Notice of Intent to Fabricate Equipment
- Off Campus Inventory Authorization
- Physical Inventory and Control of University Property ISUPP 2360
- Room Location Codes
- Department Inventory Trade In Form
Purchasing Forms
Vendor Resource
State Contracts
- ISU Departments Using State of Idaho Open Contracts
- Request for Exemption From Open (State) Contract
Purchasing DocuSign Forms
PCard
- Bank of America PCard PIN Recovery
- Business Meal Entertainment Form
- No Receipt-PCard Activity Record
- PCard Account Maintenance Form
- Cardholder Application
- PCard Training Course
- Gift Cards Exemption Form
ReqMaster
- Conflict of Interest- Non Compete
- Conflict of Interest RFP and Confidentiality of Information Statement
- Contract Oversight Checklist
- Emergency Purchase Form
- Justification for Exemption from Bidding for Scientific Equipment for Research
- Request For Sole Source Authorization
- Uniform Guidance using Federal Funds in Procurement Checklist
Student Financial Services
Cashier's Office
- Cash Voucher
- Receipts Deposit Slip - Cashier's Office
- Cash Petty Cash Replenishment Form
- Temporary Change Fun Request Form
Tuition Reduction
- Employee and Spouse Tuition Reduction Benefit
- Employee Dependent Child Tuition Reduction Benefit and Form
- American Indian Tuition Fee Program
- Native American Tuition and Fee Breakdown
Students Organizations
Travel Forms
Traveler
| CR Travel Pre-Approval Report Request | This form should be filled out by the traveler and given to the delegate who will be producing a Pre-Approval Report on their behalf. | |
| Travel Reimbursement Request Form | This form should be filled out by the traveler and given to the delegate who will be producing an Expense Report on their behalf. | |
| Travel Mileage Log | This form is used to log mileage for trips within or outside of your designated workstation for blanket travel. | |
| Lodging Exemption Forms | This form is required by Idaho hotels/motels in order to receive a sales tax exemption. Each traveler should provide a complete and signed copy of the form when staying in an Idaho hotel/motel. | |
| Credit Card Authorization | This form is used if a vendor requires a Credit Card Authorization for travel arrangements. The cardholder should send this form directly to the vendor and not with the traveler. | |
| Affidavit of Lost Receipt | This form is required to certify expenses in the event of lost receipt(s), if duplicate receipt(s) cannot be obtained through a credit card statement. | |
| Airport Comparison Tool | This form is used to compare airfare for best price available. | |
| Main Mode of Transportation Comparison Tool | This form is used to compare different modes of transportation in order to determine what the best main mode of transportation may be. |
Student Group/Athletic
| Travel Manifest for Group/Team Travel | This form is used to list individuals participating in group travel (i.e. athletics, clubs, field trips, etc.). |
| Meal Money Sign Off Sheet | This form is used to reconcile meal money provided to all traveling participants in group travel (i.e. athletics, clubs, field trips, etc.) |
| Clery Act Student Travel Form | This form is to be completed AFTER the trip for any University related overnight travel that inludes students such as athletics, academics, clubs/organizations, etc. |
| Travel Informed Consent Form | This form is required for every minor/student who is participating in a college-sponsored trip and/or event. |
Travel Card
| Travel Card Request | This form is used to request an Individual or Department Travel Card. This card can only be used for approved University travel expenses. |
| Travel Card Limit Exception Request | This form is used to request a higher credit limit than the standard $2,000 per transaction and $10,000 per month for an Individual or Department Travel Card. This can be a temporary or permanent increase. |
| Department Travel Card Charge Log | This form is used to track department travel card charges in order to reassign and reconcile for expense reports. |
| Travel Card Quick Reference | This lists the allowed and disallowed expenditures when using a Travel Card. |
Student/Nonemployee Travel
| Student or Non-Employee Travel Pre-Approval | This form is used for student and non-employee travelers who are not paid through University payroll requesting travel authorization and advances. |
| Student or Non-Employee Travel Reimbursement | This form is used for student and non-employee travelers who are not paid through University payroll requesting travel reimbursement. |