Forms
The forms summarized below are forms used and processed by the Accounting Services department. If you have any questions regarding the use of these forms, please visit JMU's Financial Procedures Manual webpage.
| * NEW or UPDATED FORM | ** See the Financial Procedures Forms Index for Other Financial Forms not listed below | |
| Form |
Description |
Instruction/Samples |
| * Action Request for Department/Account | Used to request a new department number, new account number,or changes to existing departments and/or accounts. |
Instructions for completing form Samples of properly prepared forms |
| * Action Request for Capital Project/Dept | Used to request a new capital project and/or new department number associated with a capital project be set up in the Finance system or make change to existing ones. |
Instructions for completing form Samples of properly prepared forms |
| Agency Transaction Voucher (ATV) | Used for Accounting Fund Transfers |
Instructions for completing form Samples of properly prepared forms |
| ATV for Small Purchase Card | Used for making adjustments of charges to your Small Purchase Charge Card |
Not available
|
| * Capital Request for Budget Revision | Used to establish and adjust expense budgets for capital projects in the financial accounting system. |
Instructions for completing form Sample of properly prepared form |
| Capital Request for Budget Revision (Allotment) | Used to establish and adjust allotments for capital projects in the state's financial accounting system (CARS) and in JMU's financial accounting system. |
Instructions for completing form Sample of properly prepared form |
| * Criminal Records Report/Backgroud Check | Required by those employees (faculty, staff, and students) working with sensitive data (in regards to payment cards), to authorize James Madison University to obtain a background check. | N/A |
| * Department Request to Process Payment Cards | Used to request approval to begin accepting payment cards as a form of payment in your department. |
Instructions for completing the form Sample of properly prepared form |
| Equipment Inventory Change Request Form (EICR) | Used to request inventory items be transferred to Surplus Property |
Instructions for completing form Sample of properly prepared transfer Sample of properly prepared trade-in |
|
IIS Access Control Request Form * Page 2 (for Finance system only) |
Used to request access to the PeopleSoft Finance System The 2nd page must be completed for access to the Finance System |
Instructions for completing form Sample of properly prepared form |
| JMU Restricted Funds Equipment Title Transfer | Used for transfers of equipment purchased with grant/contract funds | Sample of properly prepared form |
| JMU Events Web Checklist | Used to request a event be placed on the web events payment site. | Instructions for completing form |
| Monthly Reconciliation of JMU FIS Transactions Cover Sheet | Used as certification of the monthly reconciliation. | Reconciliation Guidlines in the Financial Procedures Manual |
| * Payment Card Change Request | Used when requesting permission to change any type of your pre-approved business activities within your department for which cards are accepted. |
Instructions for completing form Sample of properly prepared form |
| Receiving Report | Used for receipt of Equipment Trust Fund (ETF) equipment for $5,000 or greater. |
Instructions for completing form Sample of properly prepared form |
| * Signature Authority | Used to request additions, deletions and new signature authorization for department IDs. |
Instructions for completing form Sample of properly prepared form |
| W-8 Form | Vendors use this form if they are claiming treaty benefits or to claim that they are a foreign person exempt from backup withholding. Foreign corportions also use this form. | |
| W-9 Form | Used by vendors that perform a service for the unversity. |
Page 2 (definitions) Sample of properly prepared form |