Forms Library

Form Titlesort descending Purpose Last Updated
AP Check Copy or ACH Verification

To receive a check copy or to verify ACH delivery of payment.

05/07/2012
AP Payment Status & Remittance Tool

Check status on an AP payment, be it to outside vendors or an employee reimbursement.

04/06/2015
Check / Wire / Travel Request

For creating a Check/Wire/Travel Request form.

11/20/2017
Check Pick-Up Special Handling Request Form

To be used to request to pick-up Accounts Payable checks (instead of them being sent in mail). Note: Only certain Senior Business Officers are able to approve this request form. For more information, view Check Pick-Up Policy and Procedures.

03/16/2016
Columbia University Credit Reference

For use by authorized individuals as required.

05/12/2016
EDM Upload Form (Procurement Documentation Application)

Use this web application for submitting Procurement documentation online for Purchasing, AP, and Vendor Management transactions.

01/21/2016
Finance Service Center Incident Request

GET HELP from the Finance Service Center - for internal customers.

05/07/2012
Finance Service Center Request (for Vendors or Non Columbia Individuals w/o UNI)

Check status on an vendor set-ups, payment resolutions, tax issues for outside vendors or non-CU individuals or entities

05/07/2012
Finance Systems Security Application

To request access to Accounting and Reporting at Columbia (ARC), Financial Data Store (FDS) reporting and ARC reporting as well as other related Columbia financial systems including FFE modules. 

01/30/2016
Financial Inquiry Application

The FIA is a shorter alternative to the Financial Systems Security Application (FSSA) and offers users a faster and easier way to apply for inquiry only access or to change ChartField reporting access.  An ideal form for Faculty or PIs requiring only limited review of their financial data.  Note: Users do not need to fill out both an FSSA and an FIA - all reporting inquiry roles can be applied for on the FSSA.

01/30/2016
Fly America Exception Form

When a traveler uses a non-U.S. flag air carrier for travel to be charged to a federal award(s), this form documents the exception and is to be completed and approved by the Department's Travel Approver in the respective School or Department and submitted with the request for reimbursement. (Please see the "Fly America Act" Policy for more information)

06/02/2014
I-9 Form

Employment Eligibility Verification Form required by the Department of Homeland Security (DHS)

05/24/2012
Identity Theft Prevention Program Initial Red Flag Incident Report

As part of the University wide Identity Theft Prevention program, this form is required for anyone seeking to report a Red Flags. The form should be used by anyone at the University in a position to identify, detect, and respond to patterns, practices, or specific activities that could indicate identity theft, including:

  • All employees who work with personally identifying information and have access to “covered accounts”
  • Student Enrollment staff
  • CUMC Privacy Officer and staff
  • Human Resources staff
  • Staff with covered accounts related to Real Estate or Facilities
  • Staff with oversight of Service Providers
  • Deans, Department Chairs, Directors of Institutes, Centers, and other University units
  • Departmental Administrators and other Departmental staff
  • Office of the General Counsel staff
  • Office of Executive Vice President For Finance Organization
10/03/2016
Missing Receipts Worksheet

A supporting document for expenses where the receipt has been lost or mislaid.

05/23/2012
Non-Employee Expense Worksheet

For entering expenses for non-employees. 

09/24/2012
Petty Cash Receipts Summary Form

A receipts log required to process petty cash reimbursement and replenishment

05/09/2014
Petty Cash Receipts Summary Form (for Human Subjects research)

A receipts log required to process human subject research payments and reimbursements

07/02/2012
Petty Cash Reconciliation Form

For periodic reconciliation of petty cash account amount totals

02/01/2010
Policy Exception or Adjustment Request

May be used for documenting your request for a one time policy exception or a continuing policy adjustment.

07/02/2012
Rush Request

Request form for approval of an Accounts Payable rush voucher payment.

05/26/2015

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