| 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 [email protected] |
Accountant |
| More Information — Accounting Policies, Guidelines and Resources |
Cash and Cashiering
|
| Cash Box Request and Cash Box Return Deposit |
Cashier |
| Department Deposit |
Cashier |
| Cash Advance Request and Reconciliation |
Director of Purchasing, Auxiliaries & Accounts Payable |
| Interdepartmental Cash Log (PDF) |
Director of Accounting |
| Petty Cash Reimbursement (less than $50) |
Cashier |
Contracts / Payments
|
| Standard Engagement Contract (PDF) to complete follow How to open, fill and sign a PDF document and send to [email protected] |
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) |
Brenda Piatz |
| 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 Request. Requests 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 [email protected] 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 |
