Policies & Procedures Forms Resources Reports/Publications

Forms

This section contains electronic versions of the most commonly used business forms in the various service areas within the Controller’s Office. Most of these are available as both PDF’s (for you to print and then fill out by hand), and Excel spreadsheets (for you to complete electronically and then print). With the exception of paying Accounts Receivable bills online, we are not yet set up to process other online transactions – so these forms are all intended to be filled out by you and then submitted accordingly.

In general, we have organized the information in the Controller's Office website by service area. However, there are cases where a particular form is either "owned" by, or relevant to, several different service areas or Controller's Office departments. In these cases, we have listed the item under Shared Forms, indicating that it is not specific to an individual department, but rather shared amongst several departments.

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Shared Forms
Sales Tax Exempt Form and List	Sales Tax Exemption List Sales Tax Exemption Form ST-2 Sales Tax Exemption Form ST-5	Please Note: Massachusetts State Tax Exemption Form has an expiration date of 10/16/2014, please see page1, paragraph 3. For form ST-2 please print both pages 1 & 2
Accounts Payable
Request for Payment	Request for Payment Form mac win
Cashier
Cash Voucher	Cash Voucher mac win Cash Voucher for Multiple deposits mac win
Petty Cash Increase	Petty Cash Increase Form
Petty Cash	Petty Cash Envelope mac win Petty Cash Slip
General Ledger Operations & Reporting
Master Data	Cost Ctr. Add/Change Form (mac) Cost Ctr. Add/Change Form (win) Internal Order- Change Form (mac) Internal Order- Change Form (win) Internal Order- New Form (mac) Internal Order- New Form (win) Profit Ctr/HR Org Unit Add (mac) win
Payroll
Late Change Request	Late Change Salary AllocV2
Summer Session Form	Summer Session Form June 2007 Summer Session For One Individual Summer Session For Multiple Individuals
Direct Deposit	Authorization Form - all banks Authorization Form - MIT FCU only		Direct Deposit Authorization Forms
Withholding Forms	M4 - MA Exemption Certificate W4- Allowance Certificate
Procurement
Quick Reference Checklist	Quick Reference Checklist
Procurement Card Application and Forms	Agreement Form 2007 Card Application
Selection of Source	Form 2.5A Form 2.5A Selection of Source Example
Independent Contractor	Form 4.15A Form 4.15A	Independent Contractors Information.	4.15A Instructions
SOW and Agreement Templates	Complex Consulting Agreement RFP with Complex Consulting Agreement SOW template- Complex SOW template- Standard Standard Consulting Agreement
Sponsored Projects Accounting
Billings	Fed. Cash Transaction Report Financial Status Report Public Voucher Req. for Advance/Reimb.
Dunnings	Dunnings Sample	Outstanding items, invoices, partial payments, credits.	Dunnings Instructions
Tax
W9	W9 2007	Request for Taxpayer Identification Number and Certification Form.	W9 Instructions
Travel
Diners Club	Card Application Card Approval Form
Risk Travel	Faculty/Staff Form Student Form
Travel Advance Request	mac win
Travel Expense Voucher	mac win		Instructions
Per Diem Request	mac win