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

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
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
 

Contracts, Purchasing and Discounts

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 (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)
2022 Travel Expense Report (XLSX) Director of Purchasing, Auxiliaries & Accounts Payable
2021 Travel Expense Report (XLSX) 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. 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  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