{"id":205,"date":"2025-08-19T19:59:18","date_gmt":"2025-08-19T19:59:18","guid":{"rendered":"https:\/\/www.macalester.edu\/160-business-services\/forms\/"},"modified":"2026-02-03T17:47:43","modified_gmt":"2026-02-03T17:47:43","slug":"forms","status":"publish","type":"page","link":"https:\/\/www.macalester.edu\/business-services\/forms\/","title":{"rendered":"Forms"},"content":{"rendered":"<h3 class=\"wp-block-heading\">Forms Index<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"#Adobe-PDF-Guides\">Adobe PDF Guides<\/a><\/li>\n\n\n\n<li><a href=\"#Accounting\">Accounting<\/a><\/li>\n\n\n\n<li><a href=\"#cash\">Cash and Cashiering<\/a><\/li>\n\n\n\n<li><a href=\"#contracts\">Contracts \/ Payments<\/a><\/li>\n\n\n\n<li><a href=\"#reimbursements\">Reimbursements<\/a><\/li>\n\n\n\n<li><a href=\"#employee\">Employee Reimbursements<\/a><\/li>\n\n\n\n<li><a href=\"#finance\">Macalester Finance Access and Approvals<\/a><\/li>\n\n\n\n<li><a href=\"#pcard\">Pcard<\/a><\/li>\n\n\n\n<li><a href=\"#tax\">Tax and Taxation<\/a><\/li>\n\n\n\n<li><a href=\"#training\">Training<\/a><\/li>\n\n\n\n<li><a href=\"#travel\">Travel<\/a><\/li>\n\n\n\n<li><a href=\"#vendor\">Vendor Payments<\/a><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"Adobe-PDF-Guides\">Adobe PDF Guides <\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><span style=\"font-weight: 400\"><a href=\"https:\/\/macalester.topdesk.net\/solutions\/open-knowledge-items\/item\/KI%200544\/en\/\">Open a fillable PDF form in Windows (TopDesk)<\/a><\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400\"><a href=\"https:\/\/macalester.topdesk.net\/solutions\/open-knowledge-items\/item\/KI%200520\/en\/\">Open a fillable PDF form in macOS (TopDesk)<\/a><\/span><\/li>\n\n\n\n<li><a href=\"https:\/\/macalester.topdesk.net\/solutions\/open-knowledge-items\/item\/KI%200563\/en\/\"><span style=\"font-weight: 400\">PDF: Create Adobe digital signature (TopDesk)<\/span><\/a><\/li>\n\n\n\n<li><span style=\"font-weight: 400\"><a href=\"https:\/\/macalester.topdesk.net\/solutions\/open-knowledge-items\/item\/KI%200545\/en\/\">PDF: Sign a PDF with an existing Digital ID using Adobe Acrobat Reader DC (TopDesk)<\/a><\/span><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"Accounting\">Accounting<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a class=\"more\" href=\"https:\/\/www.macalester.edu\/business-services\/je\/\">Journal Entry (JE)<\/a> \n<ul class=\"wp-block-list\">\n<li>(Primary Contact \u2014 <a href=\"https:\/\/www.macalester.edu\/business-services\/facultystaff\/lorin-mustafa\/\">Accountant<\/a>)<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>More Information&nbsp;<\/strong>\u2014&nbsp;<a href=\"https:\/\/www.macalester.edu\/business-services\/policies\/#Accounting-Policy\">Accounting &#8211;  Policies, Guidelines and Resources<\/a><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"cash\">Cash and Cashiering<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a class=\"more\" href=\"https:\/\/www.macalester.edu\/business-services\/cashbox\/\">Cash Box Request and Cash Box Return Deposit<\/a> \n<ul class=\"wp-block-list\">\n<li>Primary Contact \u2014 <a href=\"https:\/\/www.macalester.edu\/business-services\/facultystaff\/santana-lewis\/\">Cashier<\/a><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><a class=\"more\" href=\"https:\/\/www.macalester.edu\/business-services\/deptdeposit\/\">Deposit \/ Department Deposit<\/a> (to deposit cash and\/or checks)\n<ul class=\"wp-block-list\">\n<li>Primary Contact \u2014 <a href=\"https:\/\/www.macalester.edu\/business-services\/facultystaff\/santana-lewis\/\">Cashier<\/a><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><a href=\"https:\/\/www.macalester.edu\/business-services\/cashadvance-2\/\">Cash Advance Request and Reconciliation<\/a>\n<ul class=\"wp-block-list\">\n<li>Primary Contact \u2014 <a href=\"https:\/\/www.macalester.edu\/business-services\/facultystaff\/lorin-mustafa\/\">Accountant<\/a><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><a class=\"more\" href=\"https:\/\/www.macalester.edu\/business-services\/pettycash\/\">Petty Cash Reimbursement<\/a> (less than $50) \n<ul class=\"wp-block-list\">\n<li>Primary Contact \u2014 <a href=\"https:\/\/www.macalester.edu\/business-services\/facultystaff\/santana-lewis\/\">Cashier<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"contracts\">Contracts\/ Payments<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.macalester.edu\/business-services\/seceform\/\">Standard Engagement Contract<\/a>\n<ul class=\"wp-block-list\">\n<li>Primary Contact \u2014 <a href=\"https:\/\/www.macalester.edu\/business-services\/facultystaff\/talia-porter-cohen\/\">Payables Specialist<\/a> <\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>More Information<\/strong>&nbsp;\u2014&nbsp;<a href=\"https:\/\/www.macalester.edu\/business-services\/policies\/#contracts\">Contracts, Purchasing and Discounts &#8211; Policies, Guidelines and Resources<\/a><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"reimbursements\">Reimbursements <\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a class=\"more\" href=\"https:\/\/www.macalester.edu\/business-services\/reimbursements\/\">Reimbursements for Students, Faculty or Staff<\/a><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"employee\">Employee Reimbursements<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a class=\"more\" href=\"https:\/\/www.macalester.edu\/business-services\/checkrequest\/\">Check Request<\/a><\/li>\n\n\n\n<li><a class=\"more\" href=\"https:\/\/www.macalester.edu\/business-services\/apmissingreceipt\/\">Accounts Payable Missing Receipt Declaration<\/a>\n<ul class=\"wp-block-list\">\n<li>Primary Contact \u2014 <a href=\"https:\/\/www.macalester.edu\/business-services\/facultystaff\/talia-porter-cohen\/\">Payables Specialist<\/a><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Pcard Missing Receipt Declaration &#8211; go to <a class=\"more\" href=\"https:\/\/www.macalester.edu\/business-services\/pcard\/\">Pcard at Macalester<\/a>\n<ul class=\"wp-block-list\">\n<li>Primary Contact \u2014 <a href=\"https:\/\/www.macalester.edu\/business-services\/facultystaff\/maria-lagos\/\">Pcard Administrator<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"finance\"> Macalester Finance Access and Approvals <\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a class=\"more-long\" href=\"https:\/\/www.macalester.edu\/business-services\/submit-finance-access-approval\/\">Macalester Finance Access &amp; Approval Request<\/a>\n<ul class=\"wp-block-list\">\n<li>Primary Contact \u2014 <a href=\"https:\/\/www.macalester.edu\/business-services\/facultystaff\/aimee-baxter\/\">Business Services Systems Manager<\/a><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><a class=\"more\" href=\"https:\/\/www.macalester.edu\/business-services\/financeapprovaltool\/\">Finance Approval Look-Up Tool<\/a> <em>(to look up who will need to approve an expenditure. Note: Macalester Log in Required, may require a Chrome\/ Incognito window<\/em>) <\/li>\n\n\n\n<li><strong>More Information&nbsp;<\/strong>\u2014&nbsp;<a href=\"https:\/\/www.macalester.edu\/business-services\/policies\/#MacalesterFinanceAccessandApproval\">Macalester Finance Access and Approvals &#8211; Policies, Guidelines and Resources<\/a><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"pcard\">Pcard<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a class=\"more\" href=\"https:\/\/www.macalester.edu\/business-services\/pcard\/\">Pcard Forms, Policies, Guidelines and Resources<\/a>\n<ul class=\"wp-block-list\">\n<li>Primary Contact \u2014 <a href=\"https:\/\/www.macalester.edu\/business-services\/facultystaff\/maria-lagos\/\">Pcard Administrator<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"tax\">Tax and Taxation<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a class=\"more\" href=\"https:\/\/www.macalester.edu\/business-services\/taxableprize\/\">Taxable Prize or Award\/Gift Form<\/a> (for Macalester and Non-Macalester Recipients)\n<ul class=\"wp-block-list\">\n<li>Primary Contact \u2014 <a href=\"https:\/\/www.macalester.edu\/business-services\/facultystaff\/alicia-walk\/\">Payroll &amp; Tax Manager<\/a><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>More Information<\/strong>&nbsp;\u2014&nbsp;<a href=\"https:\/\/www.macalester.edu\/business-services\/policies\/#taxandtaxation-policy\">Tax and Taxation &#8211; Policies, Guidelines and Resources<\/a><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"training\">Training<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.macalester.edu\/business-services\/staff-training\/\">Staff Training &amp; Development Financial Assistance<\/a> (Macalester employees may receive financial assistance for courses.) \n<ul class=\"wp-block-list\">\n<li>Primary Contact \u2014 <a href=\"mailto:accounting+staffdev@macalester.edu\">Accounting (processing for Staff Training)<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"travel\">Travel<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a class=\"more\" href=\"\/grantsaccounting\/forms\/#granttravel\">Grant Travel Forms<\/a><\/li>\n\n\n\n<li><a class=\"download\" href=\"https:\/\/www.macalester.edu\/business-services\/wp-content\/uploads\/sites\/637\/2016\/04\/CurrencyConversionWorksheet.pdf\">Currency Conversion Worksheet (PDF)<\/a><\/li>\n\n\n\n<li><a class=\"more-long\" href=\"https:\/\/www.macalester.edu\/academicprograms\/facultyfunding\/\">Faculty Travel and Research Funds (FTR)<\/a><\/li>\n\n\n\n<li><a class=\"more\" href=\"https:\/\/www.macalester.edu\/business-services\/expensereport\/\">Expense Report<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.macalester.edu\/business-services\/traveladvancerequest\/\">Travel Advance Request<\/a><\/li>\n\n\n\n<li><strong>More&nbsp;Information<\/strong>&nbsp;\u2014&nbsp;<a href=\"https:\/\/www.macalester.edu\/business-services\/policies\/#Travel-Policy\">Travel Policies, Guidelines and Resources<\/a>\n<ul class=\"wp-block-list\">\n<li>Primary Contact \u2014 <a href=\"https:\/\/www.macalester.edu\/business-services\/facultystaff\/amber-lane\/\">Purchasing and Accounts Payable Manager<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"vendor\">Vendor Payments<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a class=\"more\" href=\"https:\/\/www.macalester.edu\/business-services\/checkrequest\/\">Check Request<\/a> (Only for Reimbursements, Refunds, Stipends &amp; Donations to Nonprofits) \n<ul class=\"wp-block-list\">\n<li>Primary Contact \u2014 <a href=\"https:\/\/www.macalester.edu\/business-services\/facultystaff\/talia-porter-cohen\/\">Payables Specialist<\/a><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><a class=\"more-long\" href=\"https:\/\/www.macalester.edu\/business-services\/payinvoice\/\">How to submit an invoice to Accounts Payable<\/a> (For PAYMENTS to a Vendor, Lecturer, Speaker or Entertainer) \n<ul class=\"wp-block-list\">\n<li>Primary Contact \u2014 <a href=\"https:\/\/www.macalester.edu\/business-services\/facultystaff\/talia-porter-cohen\/\">Payables Specialist<\/a><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><a class=\"more-long\" href=\"https:\/\/www.macalester.edu\/business-services\/vendorach\/\">Vendor Direct Deposit \/ ACH Authorization<\/a>&nbsp;(For Vendors to COMPLETE.&nbsp; Vendors, submit a direct deposit \/ ACH authorization securely for Domestic (US) vendors.) \n<ul class=\"wp-block-list\">\n<li><a class=\"download\" href=\"https:\/\/www.macalester.edu\/business-services\/wp-content\/uploads\/sites\/637\/2022\/02\/Direct-Deposit-Authorization-AP.pdf\">Vendor Direct Deposit Form (PDF)<\/a>\n<ul class=\"wp-block-list\">\n<li>Primary Contact \u2014 <a href=\"https:\/\/www.macalester.edu\/business-services\/facultystaff\/talia-porter-cohen\/\">Payables Specialist<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><a href=\"https:\/\/www.macalester.edu\/business-services\/submit-w-9-securely\/\">Vendor W-9<\/a>&nbsp; (For Vendors to COMPLETE. Vendors, submit a prepared W-9 or complete a new W-9 and submit securely for Domestic (US) vendors.) \n<ul class=\"wp-block-list\">\n<li>Primary Contact \u2014 <a href=\"https:\/\/www.macalester.edu\/business-services\/facultystaff\/talia-porter-cohen\/\">Payables Specialist<\/a><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><a href=\"https:\/\/www.macalester.edu\/business-services\/submit-w-8-securely\/\">Vendor W-8BEN or W8-BEN-E<\/a>&nbsp; For Vendors to COMPLETE.&nbsp; Vendors, submit a prepared W-8BEN or a W-8BEN-E or complete a new W-8BEN or a W-8BEN-E and submit securely for International vendors.\n<ul class=\"wp-block-list\">\n<li>Primary Contact \u2014 <a href=\"https:\/\/www.macalester.edu\/business-services\/facultystaff\/talia-porter-cohen\/\">Payables Specialist<\/a><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><a href=\"https:\/\/www.macalester.edu\/business-services\/seceform\/\">Standard Engagement Contract (SEC) (eform)<\/a>\n<ul class=\"wp-block-list\">\n<li>Primary Contact \u2014  <a href=\"https:\/\/www.macalester.edu\/business-services\/facultystaff\/talia-porter-cohen\/\">Payables Specialist<\/a> <\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><a class=\"more\" href=\"https:\/\/www.macalester.edu\/business-services\/wiretransfer\/\">Wire Transfer Request<\/a> (Requests must be made no less than seven days prior to the date which the wire is to be sent.) \n<ul class=\"wp-block-list\">\n<li>Primary Contact \u2014 <a href=\"https:\/\/www.macalester.edu\/business-services\/facultystaff\/amber-lane\/\">Purchasing and Accounts Payable Manager<\/a><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>More Information<\/strong>&nbsp;\u2014&nbsp;<a href=\"https:\/\/www.macalester.edu\/business-services\/policies\/#Vendor-Payments-Policy\">Vendor Payments &#8211;  Policies, Guidelines and Resources<\/a><\/li>\n<\/ul>","protected":false},"excerpt":{"rendered":"<p>Forms Index Adobe PDF Guides Accounting Cash and Cashiering Contracts\/ Payments Reimbursements Employee Reimbursements Macalester Finance Access and Approvals Pcard Tax and Taxation Training Travel Vendor Payments<\/p>","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-205","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.macalester.edu\/business-services\/wp-json\/wp\/v2\/pages\/205","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.macalester.edu\/business-services\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.macalester.edu\/business-services\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.macalester.edu\/business-services\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.macalester.edu\/business-services\/wp-json\/wp\/v2\/comments?post=205"}],"version-history":[{"count":346,"href":"https:\/\/www.macalester.edu\/business-services\/wp-json\/wp\/v2\/pages\/205\/revisions"}],"predecessor-version":[{"id":11679,"href":"https:\/\/www.macalester.edu\/business-services\/wp-json\/wp\/v2\/pages\/205\/revisions\/11679"}],"wp:attachment":[{"href":"https:\/\/www.macalester.edu\/business-services\/wp-json\/wp\/v2\/media?parent=205"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}