Finance and Business Services

West Chester University

201 Carter Drive, Suite 200
West Chester, PA 19383
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Finance and Business Services Forms

Form
Description
Contact Office

Advance Travel Authorization

Instructions

To authorize Accounts Payable to commit departmental funds and issue cash advances, travel orders, registration fees and related expenses prior to traveling on official WCU business.  For international travel utilize this form.
Accounts Payable
Budget Office Forms Forms Utilized by the Budget Office
Budget Office
Certification of Foreign Source Income Certification that services were performed totally outside the United States
Finance and Business Services
Cost Center / Fund Center Request Online web form that can be utilized to request the creation of a Fund/Cost Center. The link will open a new window and take you to the Finance & Business Services SharePoint site.
Finance and Business Services / Budget Office
Deposit Form This form is utilized to create a deposit slip for the deposit of cash, checks, or credit cards through the Bursar's office. The form will automatically crosswalk your department's SAP fund center into PeopleSoft chartfield values.
Finance and Business Services
Expense Transfer Online web form that can be utilized to request the transfer of an expense from Cost Center to Cost Center.
Accounting
Foreign National Non-Compensation In order for payments to be issued to a Foreign National, they are required to complete all paperwork required for the Nonresident Alien Tax Compliance before receiving any payments from West Chester University.
Finance and Business Services
Human Resources Forms Forms Utilized by Human Resources
Human Resources
International Travel Authorization Form International travel (travel outside of the contiguous United States) authorization can be requested in cases where the expense is incurred in advance of the trip date or authorization to travel is required. Instructions for completing the form
Accounts Payable
Mailing Request Online Web Forms for the creation of Official Mailing Request Forms {Blue Cards}
Finance and Business Services / Postal Services
Payment Request To request a payment to a vendor for which a purchase order is not required
Accounts Payable
Purchasing Card Enrollment To request a Purchasing Card or to change card information
Accounts Payable
Purchasing Card - Missing Receipt Form Utilize when you have a purchasing card transaction for which you have no supporting receipt
Accounts Payable
Requisition Supporting Documentation Utilize when you are sending hard copy supporting documentation to Purchasing for an electronic requistion
Business Services
Revenue Deposit Form Utilize to deposit funds to a University fund center. Deposit forms must be taken to the Bursar's Office.
Accounting
Scholarship / Award Decision Process

Process flow diagram of the Student Scholarship / Award Decision Process

Restricted Funds
Scholarship Notification

Form utilized for the disbursement of a scholarship to a student's account.

Restricted Funds
SSI Request Form Form for requesting Services from SSI
SSI
Student Payroll Request This form must be completed by the department responsible for hiring non-workstudy student workers.
Budget Office
Tax Exempt Form Official document certifying the University's tax exempt status.  Form can be downloaded and filled out by the University office. The University office making the purchase then sends it directly to the vendor requiring the form.
Business Services
Transportation Order Online web form - WCU's written authorization for commercial transportation providers (bus, train, plane) to bill WCU directly for official travel expenses
Accounts Payable
Travel Card Enrollment To request a Travel Card or to change card information
Accounts Payable
Travel Expense Voucher

Instructions

To document actual travel expenses and request reimbursement for official business expenses and/or to reconcile Advance Travel Authorizations. 
Accounts Payable
Travel Export Form

When traveling abroad, any physical material or technical data in your possession is considered by United States regulations to have been “exported” from the United States to your final destination and any intermediate destinations. It is your responsibility to abide by the US export laws and embargoes to ensure you are in compliance with national security, economic, and foreign policy.

EXPORT LICENSE EXCEPTION (TMP) CERTIFICATION for Export Administration Regulations (EAR) controlled Items, Technology, and Software “Tools of the Trade” Traveler Certification. EXPORT LICENSE

EXCEPTION (BAG) CERTIFICATION for Export Administration Regulations (EAR) controlled Items, Technology, and Software “Baggage” Traveler Certification

Center for International Programs
University Owned Equipment Relocation Form to request permission to relocate University owned equipment/furniture from University property
Accounting
W9 Tax Form Request for Taxpayer Identification Number and Certification
Business Services