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
* 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. Instruction for completing form
* 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