Finance forms

Purchase request: to be used when purchasing products from vendors or for I/C charges (e.g., for motorpool, ITS purchases & CRC paper orders).

Expense reimbursement request: to be used after traveling or for purchases made for SMU.

Cash advance request: to be used when requesting advances for travel or special events. Remember that checks are only cut on Wednesdays, so plan ahead.

Missing receipt affidavit: to be used when you have lost your receipts(s) when requesting a reimbursement or preparing your credit card charges to be handed in.

Purchase service contract: to be used for hiring guest speakers, honorariums, temporary help. A W9 must be completed for all new hires and sent with the contract.

W9 form: request for taxpayer identification number and certification.

Direct deposit (employee) - accounts payable: approval for direct deposit of reimbursements or payables through the Accounts Payable desk.

Direct deposit (vendor) - accounts payable: approval for direct deposit of invoice payments through the Accounts Payable desk.

Department deposit form: - to be used for the deposit of all cash and checks daily. See deposit instructions for more detail.