William and Mary

Finance Forms & Instructions

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Form Name Department Type Purpose / Description Instructions Contact Phone
Acknowledgement of Financial Responsibility Form Financial Operations 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
Banner Cash Form VIMS Financial Operations Data Control VIMS Cash Receipts and Disbursements Form N/A Sherry Berry Joyner 757-221-2835
Banner Cash Form W&M Financial Operations Data Control W&M Cash Receipts and Disbursements Form N/A Sherry Berry Joyner 757-221-2835
Banner Index Create Form Financial Operations Data Control Banner Index Create Form N/A Sherry Berry Joyner 757-221-2835
Catering Contract Coversheet - Lodging Financial Operations Travel This form is used to review contract information and ensure compliant with current travel and local fund policies. N/A LaDonna Jarvis 757-221-2836
Catering Contract Coversheet - Per Diem Financial Operations Travel This form is used to review contract information and ensure compliant with current travel and local fund policies. N/A LaDonna Jarvis 757-221-2836
Corporate Travel Card Agreement Financial Operations Travel Employee Paid (Individual Liability) Travel Card Employee Agreement N/A LaDonna Jarvis 757-221-2836
COV W-9 DocuSign Financial Operations Vendor Create COV W-9 Tax Form DocuSign Link N/A Amber Brown 1-2838
Deposit Transmittal Financial Operations Cashiering Deposit Transmittal Deposit Transmittal Instructions Terry Jarrell 757-221-1227
Duplicate W-2 Request Form Financial Operations Payroll Employee Request for Duplicate W-2 Form N/A Simonne Vance 757-221-2844
Earning Statement Request Form Financial Operations Payroll Earning Statement Request N/A Simonne Vance 757-221-2844
Equipment Transaction Requested- Requesting Items from Surplus Financial Operations Fixed Assets Equipment Transaction Requested- Requesting Items from Surplus N/A Sherree Walker 757-221-2834
Equipment Transaction Requested- Surplus & Room Changes Financial Operations Fixed Assets Equipment Transaction Requested- Surplus & Room Changes N/A Sherree Walker 757-221-2834
Equipment Transaction Requested- Trade-In of a Fixed Asset form Financial Operations Fixed Assets Equipment Transaction Requested- Trade-In of a Fixed Asset form N/A Sherree Walker 757-221-2834
Foreign Source Statement Financial Operations Accounts Payable - Misc. Foreign Source Income Exclusion Statement N/A Amber Brown 757-221-2838
Fuel Card Log and Payment Form Financial Operations Disbursements Fuel Card Log and Payment Form N/A Sharon Bartley 757-221-2829
FUPLOAD Template with FOATEXT Financial Operations Data Control FUPLOAD Template with FOATEXT N/A Sherry Berry Joyner 757-221-2835
Honorarium Document Financial Operations Accounts Payable - Misc. One Time Payment Request for Honorarium N/A Amber Brown 757-221-2838
Human Subject Payment Log (HSPL) Financial Operations Accounts Payable - Misc. Use when payment to human subject(s) is $50 or less. N/A Amber Brown 757-221-2838
Human Subject Payment Voucher 1 (HSPV1) Financial Operations Accounts Payable - Misc. Use when payment to human subject(s) is $51 to $100. N/A Amber Brown 757-221-2838
Human Subject Payment Voucher 2 (HSPV2) Financial Operations Accounts Payable - Misc. Use when payment to human subject(s) is $101 or greater. N/A Amber Brown 757-221-2838
Journal Voucher Form W&M and VIMS Financial Operations Data Control Journal Voucher Form W&M and VIMS JV Form Instructions Sherry Berry Joyner 757-221-2835
Labor Redistribution Form with Examples Financial Operations Data Control Labor Redistribution Form with Examples N/A Sherry Berry Joyner 757-221-2835
Manual Timesheet Financial Operations Payroll Manual Timesheet N/A Simonne Vance 757-221-2844
Misplaced Original Receipt Certified Declaration Financial Operations Accounts Payable - Vendor Misplaced Original Receipt Certified Declaration N/A Amber Brown 757-221-2838
Non-Travel Advance Request Form Financial Operations Receivables & Collections Non-Travel Advance Request Form N/A Terry Jarrell 757-221.1227
Payroll Deduction Authorization Form Financial Operations Payroll Payroll Deduction Authorization Form N/A Simonne Vance 757-221-2844
Petty Cash Balance Sheet Form Financial Operations Cashiering Petty Cash Balance Sheet Form N/A Terry Jarrell 757-221-1227
Post 9/11 GI Bill (Chapter 33) Promissory Note Financial Operations Student Accounts Post 9/11 GI Bill ® (Chapter 33) Promissory Note N/A Student Accounts 757-221-1220
Stop Payment Request Form Financial Operations Accounts Payable - Misc. Stop Payment Request Form NA Sharon Bartley 757-221-2829
Student Account Course Fee Opt-Out Request Financial Operations Student Accounts Student Course Fee Opt-Out Request Course/Class Fee Opt-Out Information Student Accounts 757-221-1220
Student Account Refund Request Form Financial Operations Student Accounts Online Request for Student Account Refund N/A Student Accounts 757-221-1220
Student Account Stop Payment/Reissue Request Financial Operations Student Accounts Student Account Stop Payment/Reissue Request Form N/A Student Accounts 757-221-1220
Student Payment Request Check List Financial Operations Accounts Payable -Student Students' Payment Request Check List You must attach a copy of this checklist to all student payment requests, in addition to the award letter. Amber Brown 757-221-2838
Title IV Authorization Form Financial Operations 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 Financial Operations Cashiering Student Deposit Transmittal Form N/A Terry Jarrell 757-221-1227
University Relocation Stipend Agreement Financial Operations Travel University Relocation Stipend Agreement Offering New Employees a Relocation Stipend in Lieu of Reimbursements or Direct Support for Moving & Relocation Expenses LaDonna Jarvis 757-221-2836
Vendor Payment Request Form - Multiple Invoices Financial Operations Accounts Payable - Vendor Vendor Payment Request Form (VPRF) - Multiple Invoices Paying Multiple Invoices Guide Amber Brown 757-221-2838
Vendor Payment Request Form - Single Invoice Financial Operations Accounts Payable - Vendor Vendor Payment Request Form (VPRF) N/A Amber Brown 757-221-2838
Voyager Dispute Form Financial Operations Disbursements US Bank Account Dispute Form N/A Sharon Bartley 757-221-2829
W-8 BEN-E DocuSign Financial Operations Vendor Create W-8 BEN-E DocuSign Link N/A Amber Brown 1-2838
W-8BEN Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals) Financial Operations Accounts Payable - Vendor W-8BEN For use by Individuals N/A Amber Brown 757-221-2838
W-8BEN DocuSign Financial Operations Vendor Create W-8BEN DocuSign Link N/A Amber Brown 1-2838
W-8BEN-E Certificate of Status of Beneficial Owner for United States Tax Withholding and Reporting (Entities) Financial Operations Accounts Payable - Vendor W-8BEN-E For use by entities. N/A Amber Brown 757-221-2838
W9- Request for Taxpayer Identification Number and Certification Financial Operations Accounts Payable - Vendor W&M Substitute W9 Request for Taxpayer Identification Number N/A Amber Brown 757-221-2838
Wire Transfer Request: Instructions, Input Page and Wire Financial Operations Accounts Payable - Vendor Wire Transfer Request: Instructions, Input Page and Wire N/A Amber Brown 757-221-2838
Wirelss Equipment Surplus Transaction Form Financial Operations Fixed Assets Wirelss Equipment Surplus Transaction Form N/A Sherree Walker 757-221-2834