| Form Name |
Primary Contact |
How to open, fill and sign a PDF document
|
| Open a fillable PDF form in Windows (TopDesk) |
| Open a fillable PDF form in macOS (TopDesk) |
| PDF: Create Adobe digital signature (TopDesk) |
| PDF: Sign a PDF with an existing Digital ID using Adobe Acrobat Reader DC (TopDesk) |
Accounting
|
| Journal Entry (XLS) Once completed, save JE as Excel Spreadsheet (not PDF), attach supporting documents and submit by EMAIL to accounting@macalester.edu |
Accountant |
| More Information — Accounting Policies, Guidelines and Resources |
Cash and Cashiering
|
| Department Cash Buy Form (PDF) – to complete follow How to open, fill and sign a PDF document |
Director of Accounting |
| Department Cash Return Form (PDF) |
Director of Accounting |
Department Deposits (PDF) to complete follow How to open, fill and sign a PDF document
|
studentaccts@macalester.edu |
| Interdepartmental Cash Log (PDF) |
Director of Accounting |
| Petty Cash Reimbursement (less than $50) (PDF) to complete follow How to open, fill and sign a PDF document |
studentaccts@macalester.edu |
Contracts, Purchasing and Discounts
|
| Standard Engagement Contract (PDF) to complete follow How to open, fill and sign a PDF document and send to accountspayable@macalester.edu |
Director of Purchasing, Auxiliaries & Accounts Payable |
| More Information — Contracts, Purchasing and Discounts Policies, Guidelines and Resources |
Employee Reimbursements
|
| Check Request (PDF) Please DO NOT use this form to pay an Invoice, to complete follow How to submit an invoice to Accounts Payable
Step-by-Step Check Request Instructions |
Payables Specialist |
| Missing Receipt Declaration (secure eForm) |
Director of Purchasing, Auxiliaries & Accounts Payable |
Finance System Access and Approvals
|
|
| Finance Access & Approval |
Business Services Systems Manager |
| More Information — Access and Approvals Policies, Guidelines and Resources |
Pcard
|
| Pcard Forms, Policies, Guidelines and Resources |
Pcard Administrator |
Tax and Taxation
|
| Taxable Prize or Award/Gift Form (secure eForm)
Please complete all of the required fields. Once completed, select Finalize Document and the form will be sent to the Accounts Payable Tax department securely and automatically. |
Payroll Manager |
| Taxable Prize or Award/Gifts to Non-Macalester Recipients (PDF) |
Payroll Manager |
| More Information — Tax and Taxation Policies, Guidelines and Resources |
Travel
|
| Currency Conversion Worksheet (PDF) |
Director of Purchasing, Auxiliaries & Accounts Payable |
| Faculty Travel and Research Funds (FTR) |
Brenda Piatz |
| 2022 Travel Expense Report (XLSX) (January – June) |
Director of Purchasing, Auxiliaries & Accounts Payable |
| 2022 Travel Expense Report (XLSX) (July – December) |
Director of Purchasing, Auxiliaries & Accounts Payable |
| Travel Cash Advance Request (PDF) |
Director of Purchasing, Auxiliaries & Accounts Payable |
| More Information — Travel Policies, Guidelines and Resources |
| Grant Travel Forms |
Vendor Payments
|
| Check Request (PDF) Please DO NOT use this form to pay an Invoice, to complete follow How to submit an invoice to Accounts Payable |
Payables Specialist |
| Vendor Direct Deposit Form (PDF) |
Payables Specialist |
| Vendor W-9 Submit a prepared W-9 or complete a new W-9 and submit securely for Domestic (US) vendors. |
Payables Specialist |
| Vendor W-8BEN or W8-BEN-E 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. |
Payables Specialist |
| Statement of Services Performed Outside the US (PDF) |
Director of Purchasing, Auxiliaries & Accounts Payable |
| Wire Transfer Request. (Download and Save PDF, make edits, sign and save again) send to accountspayable@macalester.edu Information on how to sign a PDF can be found at the top of this website page. |
Director of Purchasing, Auxiliaries & Accounts Payable |
| More Information — Vendor Payment Policies, Guidelines and Resources |
