Forms Library

Form Titlesort descending Purpose Last Updated
Bank Account Request Form

To submit a request to the Office of the Treasurer to open, change or close a University bank account.

09/11/2014
Certificate of Insurance (Sample)

Insurance is a contractual requirement, it is not needed for Scope of Work only requisitions.

ChartField Request Form

To request new ChartFields or update existing ChartFields. (Special ARC access is needed to navigate to this form.)

Check / Wire / Travel Request

For creating a Check/Wire/Travel Request form.

03/17/2015
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
Clone of Service Provider Agreement (Consultants) with 1M CGL insurance

For use across a number of Service Provider/Consultant categories; including but limited to Management and Business Professionals and Administrative Services; Database Analysis; General Research and Medical/Dental Services (Research Support only).

10/31/2008
Clone of Service Provider Agreement (Consultants) with 1M CGL insurance

For use across a number of Service Provider/Consultant categories; including but limited to Management and Business Professionals and Administrative Services; Database Analysis; General Research and Medical/Dental Services (Research Support only).

10/31/2008
Columbia University Credit Reference

For use by authorized individuals as required.

05/12/2016
CORE Reconciliation Template

Financial reconcilation template used for confirming final project expenditures.

03/18/2013
Equipment Inventory Adjustment (EIA) Form

Report transfer/disposal of equipment

01/28/2013
Executive Recruiter Agreement (Executive Search Firm - Contingent)

For use when engaging an Executive Search Firm - Contingent.

03/31/2010
Executive Recruiter Agreement (Executive Search Firm - Retained)

For use when engaging an Executive Search Firm - Retained.

04/18/2017
Facilities Vendor Questionnaire

Vendor information questionnaire.

Foreign Check Log

Log for foreign checks to be submitted to the Treasury

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
Independent Contractor Certification (ICC)

Columbia University Independent Contractor Certification

(Only Required for all SOLE Proprietors).

International Bank Account Funding Request Form

Form required when Schools/Departments submit requests for funding wires to international operations.

04/21/2016
IRS Form 8233

Exemption from withholding on compensation for independent personal services of a non-resident alien

IT Service Provider Agreement (IT consulting, Software, Network Turnkey)

For use across a number of Service Provider/Consultant categories; including but limited to Software Development/Licensing (Customization of Commercial Package); Software Development (Database Design), Software Development (Code Writing) and IT Network development (Turnkey and Upgrade Services) when CGL and PL insurance is required.

01/06/2017

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