Forms By Department
Forms
Accounting
2020 Blankenship Hall
901 Woody Hayes Drive
Columbus, Ohio 43210-4016
- Staff and Contacts
- Fax (614) 688-3572
Check the instructions for each form to determine the appropriate method for submittal.
| Name/Description | Help Contacts | Format* | Revision Date/Instructions |
|---|---|---|---|
| ChartField Value Request Form See Security Access Form below. |
(614) 688-3218 |
Excel | September 2001 File to be downloaded, completed, and returned via email to ChartfieldRequest @ osu.edu |
| Request for Exception to Expenditure Dollar Limits |
(614) 688-3113 |
July 2000 Form to be printed, completed and maintained in departmental expenditure files. |
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| Conflict of Interest Disclosure |
(614) 247-1541 |
Word |
April 2011 Form to be printed, completed and maintained by Dean or VP offices on an annual basis. |
* To view and print forms in PDF format, you must download and install, at no charge, the Adobe Acrobat Reader.
Accounts Payable
2010 Blankenship Hall
901 Woody Hayes Drive
Columbus, Ohio 43210-4016
- Staff and Contacts
- Phone (614) 292-6831
- Fax (614) 688-0555
Check the instructions for each form to determine the appropriate method for submittal.
| Name/Description | Help Contacts | Format* | Revision Date/Instructions |
|---|---|---|---|
| ACH Vendor Setup Request Form to request Accounts Payable to setup a vendor that will receive ACH Payment. |
(614) 292-6831 |
June 2006 | |
| Compliance Form for Payments to B or W Visa Holders |
(614) 292-6831 |
May 2010 Form to be printed, completed, attached to an OSU Request for Payment and forwarded to Accounts Payable. |
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| Documentation Form for Non-Employee Work Arrangements | APHelpDesk @ osu.edu (614) 292-6831 |
Word | January 2000 Form to be maintained by Departments. |
|
IRS Form 8233 AP will only accept Form 8233 if it has been completed through the Glacier System. See Non Resident Alien FAQ's. |
(614) 292-6831 |
Tax Summary Report and Form 8233, once completed in Glacier, needs to be signed and mailed to the address in the Glacier instructions. | |
| Foreign Draft Request |
(614) 292-6831 |
July 2007 Form to be printed, completed and forwarded to Accounts Payable. |
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| Non-Resident Alien Payment Request |
(614) 292-6831 |
April 2012 Form to be printed, completed and forwarded to Accounts Payable. |
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| OSU AP Payment Compliance Form (Substitute W-9 Form) |
(614) 292-6831 |
April 2012 Form must be completed in full by the vendor and submitted by fax to the appropriate business area (individual vendors to Accounts Payable; suppliers to the Purchasing Department). |
|
| Payment Request Form Forms used to initiate a payment. |
(614) 292-6831 |
MS Word
|
February 2011 Form to be filled completely, printed, and returned to Accounts Payable. |
| Request for Stop Payment Form to request Accounts Payable to place a stop pay on a check that has been cut and is no longer to be presented for payment. |
(614) 292-6831 |
June 2006 | |
| Electronic Funds Transfer Request Payment request form to be filled out for ACH and WIRE payments. |
(614) 292-6831 |
April 2012 |
* To view and print forms in PDF format, you must download and install, at no charge, the Adobe Acrobat Reader.
Asset Management
2070 Blankenship Hall
901 Woody Hayes Drive
Columbus, Ohio 43210-4016
- Staff and Contacts
- Phone (614) 292-6048
- Fax (614) 292-1121
Check the instructions for each form to determine the appropriate method for submittal.
| Name/Description | Help Contacts | Format* | Revision Date/Instructions |
|---|---|---|---|
| AM0001 Application for Asset Retirement Form |
(614) 688-4788 |
Jan 2010 Form to be completed, printed, and submitted to Asset Management. |
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| AM0002 Additional Item Form |
(614) 688-4788 |
Jan 2010 Form to be completed, printed, and submitted to Asset Management. |
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| AM0003 Equipment Interdepartmental Transfer Form |
(614) 688-4788 |
Jan 2010 Form to be completed, printed, and submitted to Asset Management. |
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| AM0004 Agreement For Assignment of University Equipment (Permission to Use Equipment Off-Campus Form) |
(614) 688-4788 |
Jan 2010 Form to be completed, printed and kept on file within the organization or department. |
|
| AM0005 Permanent Transfer/Sale of OSU Property Form |
(614) 688-4788 |
Jan 2010 Form to be completed, printed, and submitted to Asset Management. |
* To view and print forms in PDF format, you must download and install, at no charge, the Adobe Acrobat Reader.
Expediting
2008 Blankenship Hall
901 Woody Hayes Drive
Columbus, Ohio 43210-4016
- Staff and Contacts
- Phone (614) 292-9290
- Fax (614) 247-7121
Check the instructions for each form to determine the appropriate method for submittal.
| Name/Description | Help Contacts | Format* | Revision Date/Instructions |
|---|---|---|---|
| PO Closure Request Form Form is required to request PO Closure through Expediting. |
Ph: (614) 292-9290 |
Link | Enter requestor information and full PO numbers in open fields (maximum 14 per submittal). |
* To view and print forms in PDF format, you must download and install, at no charge, the Adobe Acrobat Reader.
Payroll Services
2050 Blankenship Hall
901 Woody Hayes Drive
Columbus, Ohio 43210-4016
- Staff and Contacts
- Phone (614) 292-2311
- Fax (614) 688-3640
Check the instructions for each form to determine the appropriate method for submittal.
| Name/Description | Help Contacts | Format* | Revision Date/Instructions |
|---|---|---|---|
| Change of Personal Information | |||
| Change of Record For corrections or changes to Social Security Number, Name, or Date of Birth |
Ph: (614) 292-2311 |
February 2010 Form to be printed, completed and submitted to Payroll Services |
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| Direct Deposit/Payroll Card | |||
| Direct Deposit Enrollment Form For direct deposit of student financial aid, contact Fees and Deposits. |
Ph: (614) 292-2311 |
February 2010 Form to be printed, completed and submitted to Payroll Services |
|
| Chase Payroll Card Application |
Ph: (614) 292-2311 |
February 2010 Form to be printed, completed and submitted to Payroll Services |
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| HR System Adjustments | |||
| Request for Retroactive Change in Job Data Link redirects to the Offices of Human Resources website |
Ph: (614) 292-2311 |
Online | February 2010 Form to be submitted to Payroll Services online |
| Hire Data Worksheet |
Ph: (614) 292-2311 |
February 2010 Worksheet used by Department HRPs for gathering post-offer information |
|
| Request for Off-Cycle Check Link redirects to the Office of Human Resources website |
Ph: (614) 292-2311 |
Online | February 2010 Form to be submitted to Payroll Services online |
| Exception User Request |
Ph: (614) 292-2311 |
February 2010 Form to be printed, completed and submitted to Payroll Services |
|
| Payroll Processing | |||
| Timesheet (departments may have their own versions of this form) |
Ph: (614) 292-2311 |
February 2010 Follow department guidelines for Timesheet submission |
|
| Application for Duplicate Payroll Check |
CTL-PR-Accounting @ busfin.osu.edu Ph: (614) 292-2311 |
February 2010 Form to be printed, completed and submitted to Payroll Services |
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| Part-Time Exempt Employee Time Record |
Ph: (614) 292-2311 |
February 2010 Follow department guidelines for submission |
|
| Internal Supplemental Compensation Approval Form |
Ph: (614) 292-2311 |
February 2010 Return form to home employing unit |
|
| Relocation Check Request Form |
CTL-PR-Accounting @ busfin.osu.edu Ph: (614) 292-2311 |
February 2010 Form to be printed, completed and submitted to Payroll Services |
|
| Relocation Request Form |
CTL-PR-Accounting @ busfin.osu.edu Ph: (614) 292-2311 |
January 2012 Form to be printed, completed and submitted to Payroll Services |
|
| Payroll Processing Biweekly Checklist |
Ph: (614) 292-2311 |
March 2012 Form to be printed, completed and retained with the reports used to reconcile to the general ledger. |
|
| Payroll Processing Monthly Checklist |
Ph: (614) 292-2311 |
March 2012 Form to be printed, completed and retained with the reports used to reconcile to the general ledger. |
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| Savings Programs | |||
| Credit Union of Ohio Authorization for Payroll Deduction |
Ph: (614) 292-2311 |
August 2011 Form to be printed, completed and submitted to Payroll Services |
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| Credit Union of Ohio Membership Card Application |
Ph: (614) 292-2311 |
February 2010 Form should be printed, completed and submitted to Credit Union of Ohio, P.O. Box 165006, Columbus, OH 43216-5006 |
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| College Advantage Savings Program Payroll Deduction Authorization Form
For use by biweekly paid employees. You must have an existing CollegeAdvantage account to establish payroll deduction using this form. |
Ph: (614) 292-2311 |
February 2012 Form to be printed, completed and submitted to: CollegeAdvantage 529 Savings Plan P.O. Box 932355 Cleveland, OH 44193 |
|
| College Advantage Savings Program Payroll Deduction Authorization Form
For use by monthly paid employees. You must have an existing CollegeAdvantage account to establish payroll deduction using this form. |
Ph: (614) 292-2311 |
February 2012 Form to be printed, completed and submitted to: CollegeAdvantage 529 Savings Plan P.O. Box 932355 Cleveland, OH 44193 |
|
| College Advantage Savings Program Application |
Ph: (614) 292-2311 |
February 2012 Form to be printed, completed and submitted to: CollegeAdvantage 529 Savings Plan P.O. Box 932348 Cleveland, OH 44193 |
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| Taxes and Deductions | |||
| Form W-4 Employee's Withholding Allowance Certificate |
Ph: (614) 292-2311 |
May 2012 Form to be printed, completed and submitted to Payroll Services |
|
| Form IT 4 NR Employee Statement of Reciprocity |
Ph: (614) 292-2311 |
February 2010 Form to be printed, completed and submitted to Payroll Services |
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| Form 1040NR US Income Tax Return for Nonresident Aliens with Dependents |
Ph: (614) 292-2311 |
February 2010 Form to be printed, completed and submitted to Payroll Services |
|
| Form 1040NR-EZ US Income Tax Return for Nonresident Aliens without Dependents |
Ph: (614) 292-2311 |
February 2010 Form to be printed, completed and submitted to Payroll Services |
|
| Payroll Deduction of Other Fees for Graduate Associates |
Ph: (614) 292-0300 |
September 2009 Form to be completed, signed, and returned to appropriate Human Resource staff member in your appointing unit. |
|
| Declaration of Tax Exempt Status for Employee Tuition Waivers |
CTL-PR-Accounting @ busfin.osu.edu Ph: (614) 292-2311 |
April 2012 Form to be printed, completed and submitted to Payroll Services |
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* To view and print forms in PDF format, you must download and install, at no charge, the Adobe Acrobat Reader.
PCard Program
2008 Blankenship Hall
901 Woody Hayes Drive
Columbus, Ohio 43210-4016
- Staff and Contacts
- Phone (614) 292-9290
- Fax (614) 247-7121
Check the instructions for each form to determine the appropriate method for submittal.
| Name/Description | Help Contacts | Format* | Revision Date/Instructions |
|---|---|---|---|
|
Application Form
Form is required to initiate request for Purchasing Card, Travel Card and GET Card (available to University staff only). |
BO-PCARD-TRAV @ busfin.osu.edu (614) 292-9290 |
July 2011 Submit completed application by one of the following options:
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Card Pick-up Authorization Form
Form is necessary to validate card pick-up authorization. |
BO-PCARD-TRAV @ busfin.osu.edu (614) 292-9290 |
July 2011 Deliver to PCard Program Office when picking up new/replacement card. |
|
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Acceptance Form
Form is required to ensure dispute rights with the bank. |
BO-PCARD-TRAV @ busfin.osu.edu (614) 292-9290 |
July 2011 A fully executed copy must be retained on file in the department's records for each card (a copy is not required to be returned to the PCard Office). |
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Internal Tracking Form
Form is required to track the whereabouts and usage of the Purchasing Card. |
BO-PCARD-TRAV @ busfin.osu.edu (614) 292-9290 |
Word
|
March 2009 This form must be retained on file in the department's records to document Purchasing Card tracking details. |
|
Maintenance Form
Form is required to request changes to existing card accounts; cancellation of existing card accounts; and/or changes to Financial System Reallocator/Approver. |
BO-PCARD-TRAV @ busfin.osu.edu (614) 292-9290 |
July 2011 Submit completed maintenance form by one of the following options:
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Purchasing Card Transaction Form
Form is required to document Purchasing Card transaction activity and approval. |
BO-PCARD-TRAV @ busfin.osu.edu (614) 292-9290 |
Word
|
April 2009 This form should be maintained on file in the department's records for each Purchasing Card transaction. |
|
Travel/GET Card Transaction Form
Form is required to document Travel Card and GET Card transaction activity and approval. |
BO-PCARD-TRAV @ busfin.osu.edu (614) 292-9290 |
Word
|
April 2009 This form should be maintained on file in the department's records for each Travel or GET Card transaction. |
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eRequest
Form may be required in lieu of the paper Transaction Form in select Service Centers to electronically document purchase requests. |
BO-PCARD-TRAV @ busfin.osu.edu (614) 292-9290 |
Link | Form must be approved by appropriate fiscal authority. |
* To view and print forms in PDF format, you must download and install, at no charge, the Adobe Acrobat Reader.
Surplus Materials Disposal
1165 Kinnear Rd.
Columbus, Ohio 43212
- Staff and Contacts
- Phone (614) 292-8733
Check the instructions for each form to determine the appropriate method for submittal.
| Name/Description | Help Contacts | Format* | Revision Date/Instructions |
|---|---|---|---|
|
Surplus-Access @ osu.edu (614) 247-IT4U (614) 247-4848 |
April 2011 Form to be printed, completed, and returned |
||
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Surplus-Access @ osu.edu (614) 247-IT4U (614) 247-4848 |
April 2011 Form to be printed, completed, and returned |
* To view and print forms in PDF format, you must download and install, at no charge, the Adobe Acrobat Reader.
Tax Compliance
2020 Blankenship Hall
901 Woody Hayes Drive
Columbus, Ohio 43210-4016
- Staff and Contacts
- Phone (614) 292-7540
- Fax (614) 688-3572
Check the instructions for each form to determine the appropriate method for submittal.
| Name/Description | Help Contacts | Format* | Revision Date/Instructions |
|---|---|---|---|
| City of Columbus Certificate of Exemption, Hotel/Motel Excise Tax |
(614) 292-7540 |
April 2003 Form to be printed, completed and given to vendor. |
|
| Communications Excise Tax Exemption Certificate Form to send to vendor of telecommunciation services. |
(614) 292-7540 |
September 2001 Form to be printed, completed and sent to the vendor. |
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| IRS Form W-9 |
(614) 292-7540 |
April 2012 Form to be completed printed and sent to person requesting it. |
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| State of Ohio Sales and Use Tax Blanket Exemption Certificate |
(614) 292-7540 |
March 2004 Form to be completed printed and sent to the vendor. |
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| Departmental State of Ohio Sales Tax Reporting Form |
(614) 292-7540 |
Excel | January 2007 State of Ohio Sales Tax Reporting Form for use by Departments collecting and reporting Sales Tax. The form is due by the 15th of each month and is emailed to SalesTax@osu.edu. |
* To view and print forms in PDF format, you must download and install, at no charge, the Adobe Acrobat Reader.
Travel Office
2008 Blankenship Hall
901 Woody Hayes Drive
Columbus, Ohio 43210-4016
- Staff and Contacts
- Phone (614) 292-9290
- Fax (614) 247-7121
Check the instructions for each form to determine the appropriate method for submittal.
| Name/Description | Help Contacts | Format* | Revision Date/Instructions |
|---|---|---|---|
|
eTravel System Access Request Form OCIO Security/Workflow and System Access - refer to table and scroll down to Sequence #7 to select form. See further instructions at right to select format options. |
(614) 292-9290 |
Link | Form must be approved by appropriate fiscal authority. Note: The Access Request Form is hosted at OCIO website and is available in InfoPath format. If you experience difficulty opening the file with InfoPath, select alternate format (Word 97). |
|
Business Leave Authorization Form This form is an optional method to document a traveler's business leave authorization. |
(614) 292-9290 |
Link | January 2012 Form to be completed and submitted on-line. |
| Mileage Log Form to be used internally to document personal mileage activity and is required when requesting reimbursement. |
(614) 292-9290 |
February 2011 This form should be maintained on file in the department's records for each mileage reimbursement. |
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| Pre-Trip Worksheet This worksheet is an optional tool that may be used to help organize a traveler's pre-trip planning and subsequent entry into the eTravel system. |
(614) 292-9290 |
February 2009 This form or other pre-trip planning documentation should be maintained on file in the department's records for each trip. |
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| Post-Trip Worksheet This worksheet is an optional tool that may be used to help organize a traveler's post-trip reimbursement and subsequent entry into the eTravel system. |
(614) 292-9290 |
December 2009 This form or other post-trip planning documentation should be maintained on file in the department's records for each trip. |
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| Travel Agency Feedback Form This form provides users of the university's designated travel agencies the ability to provide feedback regarding their experiences. |
Ph: (614) 292-9290 |
Link |
September 2011 Form to be completed and submitted on-line. Feedback received will be reviewed with the agency by the Travel Office. |
* To view and print forms in PDF format, you must download and install, at no charge, the Adobe Acrobat Reader.
Other Forms
Check the instructions for each form to determine the appropriate method for submittal.
| Name/Description | Help Contacts | Format* | Revision Date/Instructions |
|---|---|---|---|
| Request for Reimbursement for Internet Services | Office of the CIO |
Link | Form to be maintained by Departments. |
| Financial Access Request Form Form for use by the Financials System Security Team to provide access to a new ORG. It is required in addition to the New ChartField Value Request Form, above, when requesting a new ORG value. |
OIT (614) 688-help |
Link |
* To view and print forms in PDF format, you must download and install, at no charge, the Adobe Acrobat Reader.
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- Accounting - Staff and Contacts
- Accounts Payable - Staff and Contacts
- Asset Management - Staff and Contacts
- Cost Allocation - Staff and Contacts
- Expediting - Staff and Contacts
- Financial Training & Documentation - Staff and Contacts
- Payroll Services - Staff and Contacts
- PCard Services - Staff and Contacts
- Surplus Materials Disposal - Staff and Contacts
- Tax Compliance - Staff and Contacts
- Travel - Staff and Contacts