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 Tracy Arndt
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 Dave Berglund
Department Cash Return Form (PDF) Dave Berglund
Department Deposits (PDF) to complete follow How to open, fill and sign a PDF document
studentaccts@macalester.edu
Interdepartmental Cash Log (PDF) Dave Berglund
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 Matt Rumpza
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

Michelle Bitney
Missing Receipt Declaration (secure eForm) Matt Rumpza
 

Finance System Access and Approvals

Finance User Access, Authorizations, and Approval Limits (PDF) to complete follow How to open, fill and sign a PDF document Aimee Baxter
More Information — Access and Approvals Policies, Guidelines and Resources
 

Pcard

Pcard Forms, Policies, Guidelines and Resources Matt Rumpza
 

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.

Matt Rumpza
Taxable Prize or Award/Gifts to Non-Macalester Recipients (PDF) Matt Rumpza
More Information — Tax and Taxation Policies, Guidelines and Resources
 

Travel

Currency Conversion Worksheet (PDF) Matt Rumpza
Faculty Travel and Research Funds (FTR)
2021 Travel Expense Report (XLSX) Matt Rumpza
2020 Travel Expense Report (XLSX) Matt Rumpza
Travel Cash Advance Request (PDF) Matt Rumpza
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 Michelle Bitney
Vendor Direct Deposit Form (PDF) Michelle Bitney
Vendor W-9 Request (PDF) Michelle Bitney
Statement of Services Performed Outside the US (PDF) Matt Rumpza
Wire Transfer Request. (Download and Save PDF, make edits, sign and save again) send to  Information on how to sign a PDF can be found at the top of this website page. Matt Rumpza
More Information — Vendor Payment Policies, Guidelines and Resources