Finance

Forms

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

Form Link Subject Matter Expert Phone Email
Banner Chart of Accounts
Change Code Request Form		 Sarah Stephens 63133 stephenssa
Banner Chart of Accounts
New Code Request Form 		Sarah Stephens 63133 stephenssa

Accounts Payable

Form Link Subject Matter Expert Phone Email
Association Membership Questionnaire A/P Group 66488 acctspayable
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
WV1 A/P Group 66488 acctspayable
Vendor Direct Deposit Agreement 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

Form Link Subject Matter Expert Phone Email
Banner Account Request Form Information Technology 63200 service desk
Banner Finance Privilege Request Form Information Technology 63200 service desk
Banner Time Sheet
Approval Path Request Form		 Payroll 66457 payroll
Banner Account Termination and
Department Transfer Request		 Information Technology 63200 service desk

Budget

Form Link Subject Matter Expert Phone Email
Banner Extract Templates:
FGIBDST, FGIOENC, FGIOENCT		 Melanie Gallaher 66356 gallahe1
MU Funding Request Form Melanie Gallaher 66356 gallahe1
MUSOM Funding Request Form Melanie Gallaher 66356 gallahe1
Budget Adjustment/Transfer Form Melanie Gallaher 66356 gallahe1
Additional Funding Procedure PDF Melanie Gallaher 66356 gallahe1
Budget Availability Certification for Multi-Year Contracts Melanie Gallaher 66356 gallahe1
Fund Utilization PDF Katrina Eskins 67096 eskinsk
Non-Core vs. Core Orgs PDF Melanie Gallaher 66356 gallahe1

Payroll

Form Link Subject Matter Expert Phone Email
Certificate of Foreign Status W-8BEN 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

Form Link Subject Matter Expert Phone Email
Hospitality Form 62215 pcard
Purchase Card Reconciliation & Business Justification Pcard 62215 pcard
Purchase Card Reconciliation & Business Justification Examples Pcard 62215 pcard
Clothing/Boot Form Pcard 62215 pcard
Student Award Form Pcard 62215 pcard
Prize Recipient PCard Form Pcard 62215 pcard

Travel

Form Link Subject Matter Expert Phone Email
Team Travel ATM Cash Reconciliation Travel Group 66488 travel
Student Meal Receipt Form Travel Group 66488 travel
Travel Settlement Form Travel Group 66488 travel

Vendor Registration

Form Link Subject Matter Expert Phone Email
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

Form Link Subject Matter Expert Phone Email
Banner Time Sheet
Approval Path Request Form		 Payroll 66457 payroll
Time Tracking Form Payroll 66457 payroll