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|
| Form Name |
Description of Form
|
| Certificate of Missing Receipt
| Description: Used for reimbursements where a receipt is missing or inadequate.
Document Type: PDF
Revision Date: 04/03/20
|
| Chargeback Request
| Description: Used to request a chargeback for a reimbursement that occurred in error.
Document Type:PDF
Revision Date: 09/13/22
|
| Communication Technology Allowance Request Form
| Description: Used to provide allowances for eligible employees for technology services.
Document Type: PDF
Revision Date: 09/27/19
|
| Conflict of Interest Form
| Description: Required as an attachment to a Supplier Invoice when paying an individual for services of $100.00 or more. If the amount of services is $600.00 or more per invoice,
or is expected to be more than $1,000.00 per year, a Professional Services Contractual Agreement also is required to be attached.
Document Type: PDF
Revision Date: 09/2022
Instructions
|
| External Bank Account Application and Policy Acknowledgement
| Description: Form used to request an external bank account and acknowledge the university polices regarding the account.
Document Type: PDF
Revision Date: 3/10/10 |
| Fee-For-Service Labor Rate Model
| Description: Template of the three labor rate models for inclusion in fee for service rates.
Document Type: Excel
Revision Date: 01/06/23 |
| Fly America Waiver Form
| Description:To assist in determining qualification for a waiver of the restrictions of the Fly America Act
under 41 CFR Part 301-10.
Document Type: PDF
Revision Date: 1/29/21 |
| Independent Contractor Checklist
| Description:IRS 20 Questions. Used as a tool to determine whether an individual is an employee or independent contractor.
Document Type: PDF
Revision Date: 4/2/12
Instructions |
| IRS Form 8233
| Description: Required to be attached to a Supplier Invoice when paying non-resident aliens for providing services within the United States if the payee wants to be exempted from 30% withholding for federal taxes.
Document Type: Adobe Acrobat
Revision Date: 09/13/22
|
| Participant Support Cost Form
| Description: Used for Participant Support Cost payments on Sponsored Projects.
Document Type: PDF
Revision Date: 9/2022
|
| Petty Cash Reconciliation Form
| Description: Used to reconcile the petty cash account.
Document Type: Excel
Revision Date: 9/2016
|
Petty Cash Requisition Form and
Policy Acknowledgment
| Description: Form used to request petty cash and knowledge the university policies regarding the account.
Document Type: PDF
Date: 8/2020
|
| Petty Cash Voucher
| Description: Completed form to be attached to an Ad Hoc Bank Transaction when replenishing petty cash funds.
Document Type: Excel
Revision Date: 9/2016
|
| Professional Services Contractual Agreement
| Description: Used to document arrangements with independent contractors.
Document Type: Word or Acrobat
Revision Date: 10/2016
Instructions
|
| Research Participation Receipt and Property Receipt Form
| Description: Form to be signed by the recipient when a department distributes cash, gift cards, gift certificates, or other property.
This documentation replaces the old Property Receipt Form and the RPRF forms for compensation over $100 and under $100.
Document Type: PDF
Revision Date: 04/25/2023 |
| Travel Advance / Payroll Authorization Form
| Description: Used when requesting a travel advance for an employee, and authorizes ISU to make a payroll deduction if the expenses for the trip are not accounted for
within 30 business days of the end of the trip.
Document Type: Adobe Acrobat
Revision Date: 10/18/2022
Instructions
|
| Travel Advance Authorization for Non-Employee Form
| Description: Used when requesting a travel advance for a non-employee. The department agrees to account for the advance within 30 days of completion of the travel.
Document Type: Adobe Acrobat
Revision Date: 02/12/2020
Instructions
|
| Travel Reimbursement Intake Form
| Description: This form is to be attached to an Expense Report to provide a format for displaying travel expenses.
Document Type: Excel
Revision Date: 10/15/20 |
| Undergraduate Scholarship Form
| Description: To provide a credit on the financial aid system for students, including those supported by accounts at the ISU Foundation. Requests in other formats will not be
rejected, but use of the form is encouraged to ensure proper application of aid.
Document Type: Excel
Revision Date: 7/8/19
Instructions
|
| W-8BEN
| Description:Certificate of Foreign Status of Beneficial Owner for United States Tax Reporting and Withholding. This form is used to set up a foreign individual supplier in Workday.
Document Type: Adobe Acrobat
Revision Date: 10/19/21 |
| W-8BEN-E
| Description:Certificate of Entities Status of Beneficial Owner for United States Tax Reporting and Withholding. If the supplier is a foreign business or other foreign entity, this form is used to create the supplier in Workday.
Document Type: Adobe Acrobat
Revision Date: 11/16/22 |
| W-9 Form - Blank
| Description: The blank W-9 form is to be sent to providers of personal services to allow creating a Workday Supplier, which must be set up before creating a Supplier Invoice. A payment for services of less than $100.00 can be submitted on an Ad Hoc Payment without setting up a supplier, which also means a W-9 form is not required.
Document Type: Adobe Acrobat
Revision Date: 4/3/2020
Instructions |
| W-9 Form - Completed by ISU
| Description: A completed W-9 form is sometimes required by vendors before they will make a payment to Iowa State University.
Document Type: Adobe Acrobat
|
| Wire Instructions from Foreign Suppliers
| Description:Wire instruction form to be used to obtain wire instructions from foreign suppliers.
Document Type: PDF
Revision Date: 9/139/2022 |
