William and Mary

Finance Forms & Instructions

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Form Name Department Type Purpose / Description Instructions Contact Phone
Acknowledgement of Financial Responsibility Form Bursar Receivables & Collections Acknowledgement of Financial Responsibility Required of all online MBA, MSBA, and Graduate Education students upon enrollment in their program, and by employees when requesting a Travel Advance through Chrome River. Terry Jarrell 757-221-1227
Deposit Transmittal Bursar Cashiering Deposit Transmittal Deposit Transmittal Instructions Terry Jarrell 757-221-1227
Non-Travel Advance Request Form Bursar Receivables & Collections Non-Travel Advance Request Form N/A Terry Jarrell 757-221.1227
Petty Cash Balance Sheet Form Bursar Cashiering Petty Cash Balance Sheet Form N/A Terry Jarrell 757-221-1227
Post 9/11 GI Bill (Chapter 33) Promissory Note Bursar Student Accounts Post 9/11 GI Bill ® (Chapter 33) Promissory Note N/A Student Accounts 757-221-1220
Student Account Course Fee Opt-Out Request Bursar Student Accounts Student Course Fee Opt-Out Request Course/Class Fee Opt-Out Information Student Accounts 757-221-1220
Student Account Refund Request Form Bursar Student Accounts Online Request for Student Account Refund N/A Student Accounts 757-221-1220
Student Account Stop Payment/Reissue Request Bursar Student Accounts Student Account Stop Payment/Reissue Request Form N/A Student Accounts 757-221-1220
Title IV Authorization Form Bursar Student Accounts Title IV Authorization Form This form allows you to update your responses to whether or not you would like to authorize W&M to pay non-institutional charges or up to $ 200.00 in prior year balances with Federal Title IV Aid (loans/grants) Student Accounts 757-221-1220
Tuition Deposit Transmittal Form Bursar Cashiering Student Deposit Transmittal Form N/A Terry Jarrell 757-221-1227