Financial Operations and Treasury Related Forms

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

i-Buy NYU Forms

Business Payment and Payment forms have been migrated to multiple forms hosted on i-Buy NYU

HR Forms

AP Workflow Update Payment Elections for AP Workflow (PDF) 

Authorization to Receive Paychecks Form (DIS1000, PDF)  

BIA/BudMod Access Request Form (NYUHome login required)

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)

Employee Notification Sheet (PDF) For Nonresident Aliens

Expense Breakdown Sheet [Travel] (EXP2000T, PDF)  

FAME Update Access form (NYUHome login required)

Fiscal Year-End Expense Accrual Instructions (PDF)

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

Journal Entry Management System (JEMS) Access Form (NYUHome login required)

Merchant Onboarding Request Form (NYUHome login required)

Missing/Inadequate Documentation Report (PDF)

Payroll Off-Cycle Request Form (XLSX)  

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 Log (PDF)  

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

Petty Cash Fund Reconciliation Form (PDF)

Petty Cash Site Fund Transfer of Custodial Responsibilities Form (PDF)

Request to Establish a Fund 20 Project Form (PDF, MDP1000)   

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 signature.authority@nyu.edu

State and Local Tax Withholding Forms (Withholding elections are now available in PeopleSync)

Supplier Insurance Assessment Form (PDF)

Tax Services Statement for Independent Educational Activity Conducted Outside the United States (PDF)

Tax Services Statement for Services Performed Outside the United States (PDF)

Unrelated Business Income Questionnaire (PDF) NYUHome login required

^ back to top