Forms and Templates

Accounting / Financial Information

• Accounting Forms

  • Equipment Off Campus Form
  • Notification of Incoming Electronic Funds Transfer (NIEFT)
  • Petty Cash Request Form
  • Request for a New Financial Management System Report

• Cash Journal Template

  The following template is used to record wires or other electronic deposits. Please email any questions to cashjournal@sa.rutgers.edu.

  • Journal Template for Wires

• Financial Information System Access Forms

  As of April 1, 2024, all access forms are now DocuSign Powerforms

  • Profile Update for Expense Management Form 
    • Instructions 
  • Finance Approver Change Request Form 
    • Instructions
  • FMS Access Request Form
    • Instructions

  Tableau/Oracle Analytics Cloud (OAC) Access Forms

  • Tableau/OAC– Finance Reports and Analytics Request Form
    • Instructions​​​​​​​
  • ​​​​​​​List of Tableau Content Managers
  • Student ABC Tableau Access Form

  Other Access Forms

  • FUNDRIVER General Access Request
  • Banner Access Request Form
  • Account Reconciliation Cloud (ARCS) and Financial Consolidation Close Cloud (FCCS), Central Access Request (for use by central units only)

• New Segment Values

  • Request for a New UDO (Unit,Division,Organization)
  • Request for a New Division Segment Value
  • Request for a New Organization Segment Value
  • Request for a New Location Segment Value
  • Request for a New Fund Type Segment Value
  • Request for a New Account Segment Value
  • Request for a New Business Line Segment Value
  • Request for Activity Segment Value

• Non-Sponsored Project Request Forms

  • Change Request Form for Project Attributes
  • Designated Non-Sponsored Project Request Form
  • Faculty Fund
  • Capital Project Request Form
  • Busch Biomedical Awards Project Request Form
  • Endowment Project Request Form (Contact endow-restricted@finance.rutgers.edu)
  • Restricted Gifts Project Request Form (Contact endow-restricted@finance.rutgers.edu)

Budget

• Budget Forms

  Enterprise Planning & Budgeting Cloud Services (EPBCS) Access Form

Capital Equipment Management

• Capital Equipment Inventory Training and Forms

  • Training Presentation
  • Recorded Training Presentation
  • Off Campus Form
  • Internal Equipment Transfer
  • Material Surplus Policy
  • Rutgers Buildings
  • Department Contacts

Healthcare Risk and Claims Management

• Healthcare Risk and Claims Management Forms

  • Formal Request for Legal Representation
  • Missing or Damaged Property Incident Report
  • Request for Certificate of Insurance
  • Rutgers Biomedical and Health Sciences (RBHS) Short Term Guest Request Form 
  • RBHS Short Term Guest Agreement 

Payroll

• Payroll Forms

  • Business Travel Reimbursement Over One Year
  • Direct Deposit Form
  • Emergency Check Request Form
  • PA Income Tax Withheld (Form NJ 165) 
  • Pay Card Electronic Enrollment Form 
  • Request to Change Department Default Chart String Form
  • Salary and Wage Redistribution and Justification (SWRJ) Application
  • Taxable Moving Expense Reimbursement Form (see policy)
  • W-2 Form
  • W-2 Form Guide
  • W-2 Form FAQ
  • W-4 Federal 
  • W-4 New Jersey 

Procurement

• Procurement Forms

  Please visit the Procurement Services website for all procurement-related forms.

Tax and Compliance

• Tax and Compliance Forms

  • Form 8233 
  • Form Number 8233 Instruction Sheet
  • Form W-8BEN
  • W-8BEN Form Instruction Sheet 
  • W-8BEN-E Form 
  • W-8BEN-E Form Instruction Sheet and Additional Guidelines
  • Form W-7 
  • W-7 Form Instruction Sheet
  • W-9 Form (form must be dated before sending out)
  • Tax Exemption Letters and Certificates
  • Template for Payment to Foreign National