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Accounts Payable Research Request Form
Use this form to request research of expense accounts. If you have any questions about this form, contact Allison Belton at x5183.
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ACH Draft Form
Use this form to execute a monthly draft to your checking or saving's account; to be used by renters, donors or retirees.
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American Express Traveler's Check Fee Waiver Form
Use this form to request traveler's checks at the Wachovia Bank on campus. If you have any questions about this form, contact Gina Howard at x1954.
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Deposit Transmittal Form
The deposit transmittal form is used to record cash, check and credit deposits at the Cashiers window. If you questions about this form, please call x5234.
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Direct Deposit Authorization
The direct deposit authorization is available to all faculty, staff and student workers.
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Employee Authorization Form for Contributions to University Gift Clubs
This form is used to allow the University to withhold your gift club contribution from your paycheck.
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Employee/Independent Contractor Checklist
This form should be used when a department needs the services of individuals to perform duties for Wake Forest. It is important for the University to properly classify potential service providers as independent contractors or employees. Prior to engaging in business with an individual that provides services to the University, a determination of status between independent contractor and employee is required by the Internal Revenue Service. The department should request that the individual complete this form and return to the department. The department should complete their portion of the form and forward the completed form, a copy of the contract and a completed W-9 to Human Resources Attn: Doris McLaughlin. If you have any questions, please contact Human Resources at mclaugda@wfu.edu
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Expenditure Voucher
Use this form to request miscellaneous expenses to be reimbursed. Note that this form is not required when submitting an invoice for payment. If you have any questions about this form, contact to Barbara Meredith at x5833.
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Family & Guest Travel Form
The purpose of this form is to provide necessary information regarding the business purpose for family or guest travel while traveling on behalf of the University. This information will be used in the determination of taxability of the expenditures whether reimbursed to the employee or paid directly by WFU. If you have any questions about this form, contact
to Barbara Meredith at x5833.
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Foreign National Information Form
This form should be completed before a foreign national can receive any form of payment (honorarium, scholarship, wages, or business-related reimbursement).
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Grant Rebudgeting Request Form
Use this form to submit all grant rebudgeting requests. If you have any questions about this form, contact Debbie Hellmann at x5187.
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High 5! Award Nomination
Use this form to nominate a Financial and Accounting Services employee for the High 5! Award. The High 5! Award recognizes individuals who have done one or more of the following: positive change to a business process, creative solution to a particular issue, impacted another department through outreach, exceptional work, being a team player, or great customer service.
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International Travel Authorization Form
All individuals and groups traveling abroad on WFU funds are required
to complete the International Travel Information Forms. Please
see the Center for International
Studies' website for the appropriate forms.
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Journal Entry Form
Use this form to submit all journal entries. If you have any questions about this form, contact Freddy Acuna at x5186.
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Monthly Business Mileage Log
Drivers of University owned, leased, or courtesy vehicles are to complete and
forward to the Payroll Office the "Monthly Business Mileage Log" each
month.
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Monthly Departmental Sales Tax Form
Use this form to report sales tax collected during the month. If you have any questions about this form, contact Allison Belton at x5183.
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Online Timekeeping Proxy Authorization
Complete this form to authorize a proxy to act on your behalf, with full approval authority, for the nonexempt staff or student online timekeeping application. The authorization must be designated by the department head, grant manager, or project manager. The completed form may be e-mailed, faxed, or mailed to the Payroll Office. Please contact Pam Brown, at x3929 or brownpc@wfu.edu with any questions.
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Payroll Research Request Form
Use this form to request research of a payroll issue. If you have any questions about this form, contact Sharon Anderson at x4311.
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Payroll Stop Payment Request Form
This form is used to request a stop payment on a payroll check. If you have any questions about this form, contact Sharon Anderson at x4311.
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Research Participant Log
This log should be used in the process of paying research participants. If you have any questions about this form, contact Allison Belton at x5183.
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Tax Forms
Use these forms to submit all tax information to the Payroll and
Accounts Payable offices. To read and print these forms, you must
have the Adobe Acrobat Reader software, available at no charge
from the Adobe
Web site.
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Travel Advance Form
This form is for faculty, staff or students who are traveling on University business and cash expenditures are in excess of $200.00 and cannot be charged to the University Credit card or personal credit card. If you have any questions about this form, contact Barbara Meredith x5833.
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Refund Request Form
Use this form if you need to request a refund. If you have any questions about this form, contact the FAS Call Center at x5234.
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Student Disbursement Form
Use this form if you need to disburse funds to a student. If you have any questions about this form, please refer to the instructions.
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Student
Employment Action Form
Use this form when hiring new students or when changing student worker information such as name, pay rate, department, and/or status.
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Student Timecards (International)
International student employees should use this form
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Travel and Entertainment Voucher
Use this form to request reimbursement for travel and food expenses. If you have any questions about this form, contact Barbara Meredith at x5833.
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Wire and ACH Transfer Process
Use this form to request wire and ACH transfers, both domestic and international. Please contact Sharon Anderson at x4311 or Allison Belton at x5183 with questions.
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