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 Accountant
More Information — Accounting Policies, Guidelines and Resources
 

Cash and Cashiering

Cash Box Request and Cash Box Return Deposit
Department Deposit
Cash Advance Request and Reconciliation Director of Purchasing, Auxiliaries & Accounts Payable
Interdepartmental Cash Log (PDF) Director of Accounting
Petty Cash Reimbursement   (less than $50)
 

Contracts / Payments

Standard Engagement Contract (PDF) to complete follow How to open, fill and sign a PDF document and send to Director of Purchasing, Auxiliaries & Accounts Payable
More Information — Contracts, Purchasing and Discounts Policies, Guidelines and Resources
 

Employee Reimbursements

Check Request Payables Specialist
Accounts Payable Missing Receipt Declaration Payables Specialist
Pcard Missing Receipt Declaration – go to Pcard at Macalester Pcard Administrator
 

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

For Macalester and Non-Macalester Recipients

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)
Travel Expense Report 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

Only for Reimbursements, Refunds, Stipends & Donations to Nonprofits

Payables Specialist
How to submit an invoice to Accounts Payable 

for PAYMENTs to a Vendor, Lecturer, Speaker or Entertainer

Payables Specialist
Vendor Direct Deposit / ACH Authorization  Vendors, submit a your direct deposit / ACH authorization  securely for Domestic (US) vendors.

Vendor Direct Deposit Form (PDF)

Payables Specialist
Vendor W-9  Vendors, 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  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. Payables Specialist
Statement of Services Performed Outside the US (PDF) Director of Purchasing, Auxiliaries & Accounts Payable
Wire Transfer RequestRequests must be made no less than seven days prior to the date on which the wire is to be sent. (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. Director of Purchasing, Auxiliaries & Accounts Payable
More Information — Vendor Payment Policies, Guidelines and Resources