Financial Operations and Treasury Related Forms

Below is a list of commonly used forms for financial operations and treasury at NYU.

Cash Claims Form ServiceLink form to claim and recognize revenue for funds deposited to University cash accounts (NYUHome login required)

Chartfield Access Authorization Form (NYUHome login required)

DC Individual Tax Forms For District of Columbia Withholding Allowance Certificate

Employee Notification Sheet (PDF) For Nonresident Aliens

Honorarium Agreement (PDF)
Submit the Honoraria/Limited Engagement Form in i-Buy NYU to initiate payment and attach the signed Honorarium Agreement at the “Internal Attachments” step. 

Hyperion Planning Access Form (NYUHome login required)

IRS Form W4 (Employee Witholding Elections are now available through PeopleSync). You can access PeopleSync on the Work tab in NYUHome

IRS Form W9 (PDF) Request for Taxpayer Identification Number and Certification)

IRS Form W9S (PDF) Request for Students' or Borrowers' Taxpayer Identification Number and Certification

IT-2104 Form (PDF) NYS Employee's Witholding Allowance Certificate and Instructions

IT-2104.1 Form (PDF) NYS, City of New York, and City of Yonkers Certificate of Nonresidence and Allocation of Witholding Tax

IT-2104-E Form (PDF) NYS Certificate of Exemption from Witholding and Instructions

IT-2104-IND Form (PDF) New York State Certificate of Exemption from Withholding

IT-2104-MS Form (PDF) New York State Withholding Exemption Certificate for Military Service Personnel

IT-2104-P Form (PDF) Annuitant’s Request for Income Tax Withholding

Merchant Onboarding Request Form (NYUHome login required)

NJ W4 [Form NJ-W4] (PDF) Employee’s Withholding Allowance Certificate

Payment Card Limit Increase Request (NYUHome login required)

Payroll Retroactive Cost Allocation Form (XLSX) (only for adjustments prior to 4/1/14 for WSQ and 9/1/14 for SOE)

Petty Cash Fund Start-Up Form (EXP2000Pa, PDF) Request to establish a petty cash fund

Petty Cash Funds Form (PDF EXP2000P) To replenish or establish petty cash accounts

Salary Expense Report Request Form (Same as the Chartfield Access Authorization Form, NYUHome login required)

Signature Authorization Form (The Signature Authorization PDF form should no longer be used). Please refer to the Signature Authority Policy for information about the process or email