| 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 (JE) |
Accountant |
| More Information — Accounting Policies, Guidelines and Resources |
Cash and Cashiering
|
| Cash Box Request and Cash Box Return Deposit |
Cashier |
| Deposit / Department Deposit
to deposit cash and/or checks |
Cashier |
| Cash Advance Request and Reconciliation |
Accountant |
| Petty Cash Reimbursement (less than $50) |
Cashier |
Contracts / Payments
|
| Standard Engagement Contract |
Purchasing and Accounts Payable Manager |
| 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 |
Macalester Finance Access and Approvals
|
|
| Macalester Finance Access & Approval Request |
Business Services Systems Manager |
| Finance Approval Look-Up Tool (Macalester Log in Required, may require an Chrome / Incognito window)
to look up who will need to approve an expenditure |
|
| More Information — Macalester Finance Access and Approvals Policies, Guidelines and Resources |
Pcard
|
| Pcard Forms, Policies, Guidelines and Resources |
Pcard Administrator |
Reimbursements
|
|
|
Reimbursements for Students, Faculty or Staff
|
|
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) |
Purchasing and Accounts Payable Manager |
| Faculty Travel and Research Funds (FTR) |
Brenda Piatz |
| Expense Report |
Purchasing and Accounts Payable Manager |
| Travel Advance Request (PDF) |
Purchasing and Accounts Payable Manager |
| 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 For Vendors to COMPLETE. Vendors, submit a your direct deposit / ACH authorization securely for Domestic (US) vendors.
Vendor Direct Deposit Form (PDF) |
Payables Specialist |
| Vendor W-9 For Vendors to COMPLETE. 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 For Vendors to COMPLETE. 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 |
| Standard Engagement Contract (SEC) |
Purchasing and Accounts Payable Manager |
| Wire Transfer Request
Requests must be made no less than seven days prior to the date on which the wire is to be sent. |
Purchasing and Accounts Payable Manager |
| More Information — Vendor Payment Policies, Guidelines and Resources |
