Additional Administrative Forms can be found on the BFAS FORMS Website
Comptroller’s Office Forms by Department
- FAB (Financial, Accounting, and Budget System)
- Financial Analysis and Property Management
- Office of Sponsored Accounting, General Accounting or Restricted Accounting
- Tax Reporting and Analysis
Departmental Financial Transaction Approval
This form is used to grant signature authority for accounts/departments for non-payroll financial documents. Any financial documents that require a signature are required to have this form on file in General Accounting.
Interdepartmental Recharge Center Rates
These forms, to be completed at least annually, are required to substantiate existing Interdepartmental Recharge Center billing rates as well as to establish new ones. The amounts (on the Rate Development Worksheet) are the required direct and indirect components for all rates. To be reviewed and approved, all information is required to be completed on all templates.
Petty Cash Expense and Detail Sheet
This form is used to report petty cash expenses.
Direct Deposit Form – Employee Expense
Direct deposit is now available to employees for non-payroll payments issued by the Disbursements Processing Office. These payments, previously only payable via check, are effective for items such as travel and other employee expense reimbursements.
Department Worksheet to Determine if an Individual should be Paid as a Non-Employee
This form provides guidelines and directions for the proper classification and payment of individuals. It should be completed prior to engaging an individual to perform services for the University as a non-employee.
Employee Expense Reimbursement Request
This form is used to request reimbursement for an employee’s of out of pocket expenses related to University business. This form is not to be used to request reimbursement of travel expenses. It may be used to reimburse local mileage.
JPMorgan Chase Credit Card Reconciliation
This form is used to reconcile all charges against your JPMorgan Chase Credit Card and to expense those charges to a valid university chartstring. All charges must be listed on the Detail of Charges and Credits (Detail Sheet Tab) so that the total on the form matches the total on the JPMorgan Chase statement. Follow the instruction listed at the top of this form for completion. Disbursements will forward Sponsored and Restricted information to those departments for audit if applicable.
Request for Payment of Professional Services by Non-Employee
This form is used to request payment of fees or honoraria. Fees and honoraria are lump sum payments for professional services rendered by non-University professional personnel or consultants. Such payments are for temporary services rendered by an individual for a short-term period.
This form is used to reimburse Faculty, Staff, Students and University guests who incur out of pocket expenses while traveling on University business. This form will automatically calculate the mileage reimbursement amount using the current year mileage rate.
The Paper Travel Advances Form MUST be used to request a travel advance. It is a 4-part paper form that can be ordered from Materials Distribution, Stores, form #32001-001 (stock #CS07-0001).
W-8BEN Certificate of Foreign Status of Beneficial Owner for U.S. Tax Withholding
This form is used to indicate the tax status of a non-resident alien. The W-8BEN form and associated instructions are available on the Internal Revenue Service website.
HSBC International Credit Card Reconciliation
This form is used to reconcile all charges against your HSBC International Credit Card and to expense those charges to a valid university chartstring. All charges must be listed on the Detail of Charges and Credits (Detail Sheet Tab) so that the total on the form matches the total on the HSBC statement.
BFAS Terminal Server + Portal Worksheet
This form is used by a department supervisor to obtain the proper authorization and account information for an employee who wishes to have remote and portal access into SU from off campus.
BFAS Terminal Server Worksheet
This form is used by a department supervisor to obtain the proper authorization and account information for an employee who wishes to have remote access into SU from off campus.
FAST Access Request Form
Budget Managers and Grant Directors should complete the FAST Access Request form for your Information Coordinator with data needed to request access to FAB system.
Off Premises Authorization Form
This is a Microsoft Office Form that is used to obtain approval for the removal and use of University property off premises.
Business Meeting Substantiation
This form is used to explain the business purpose of meetings that have expenses to be charged on a sponsored account.
Grant Authorization Form (Graduate)
The Graduate Grant Authorization form is a Graduate School form. It is used by University departments to request scholarship/grant funds not awarded directly by the Graduate School (assistantship, fellowships) for a graduate student.
Grant Authorization Form (Undergraduate)
The Undergraduate Grant Authorization form is a Financial Aid form. It is used by University departments to request scholarship/grant funds not awarded directly by the Financial Aid Office for an undergraduate student.
Journal Entry Form
The purpose of the Journal Entry form is to allow authorized campus users the ability to request a journal entry to move existing (actual) financial transaction(s) from one Chartstring to another. This form is to be used ONLY for journal entries that involve a Sponsored Chartstring, or for entries that require submission of supporting backup documentation. All other journal entries must be submitted electronically through MYSLICE. Click here for more information about creating a journal entry.
Scholarship Tuition Information Sheet
This form is to supply student information for tuition scholarships charged to a sponsored award.
Stipend Information Sheet
This form must be provided to request payments of scholarships and fellowships to graduate students.
Application to Determine Whether an Employee’s Graduate Remitted Tuition Qualifies for Non-Taxable Treatment
This form, instructions and flowchart help employees determine whether their Graduate level Remitted Tuition benefit is taxable or not, and allows them to submit the application if they feel that it is. The application requires departmental, cabinet level and payroll office review and approvals.
Direct Deposit Form – Payroll
This form authorizes initiation of direct deposit into an unlimited number of accounts at any ACH accredited financial institution in the United States.
NY IT-2104 Employee’s Withholding Allowance Form
This form updates an individual’s state tax information. Which allows Payroll to calculate the correct amount of state tax to be withheld. The default NY State status will be single with 0 allowances. Income tax is withheld from wages based on marital status and the number of allowances claimed. An additional specified dollar amount can also be withheld. Tax information should be updated anytime an individuals tax situation changes. Whether an individual is entitled to claim a certain number of allowances or exemptions from withholding is subject to review by NY State. Syracuse University may be required to send a copy of the NY IT-2104 to NY State upon their request.
Payroll Reallocation Form (PAR)
This form is to be used only to reallocate Payroll charges for any prior period between chartstrings. It cannot be used to correct charges for present or future periods.
NOTE: PAR’s are available online via MYSLICE. No training course is required. Once the Online PAR user’s guide has been reviewed, then a FAST request can be submitted by an Information Coordinator in order for a department administrator to be granted security access to the Online PAR. Click here for the Online PAR user’s guide.
Payroll Request for Additional Pay (RAP)
This form is to request additional pay for an employee who did not receive pay through the Payroll system either by an appointment or time input.
NOTE: RAP’s are available online via MYSLICE. Click here for the Online RAP user’s guide.
Request for Reissue of Form W-2
This form is to request a reissue of Form W-2.
NOTE: W-2’s can be accessed on MYSLICE.
Request for Stop Payment of Payroll Check
This form is to request a stop payment of a Payroll check if the check has been lost or stolen.
Summer Option Program Form
For Faculty only: To receive their academic year regular salary paid over 25 semi-monthly pay-periods (one half pay, twenty-three full pays, and one half pay) starting August 31st of the current year, ending August 31st of the following year.
W-4 Employee’s Withholding Allowance Certificate
This form updates an individual’s federal tax information, which allows Payroll to calculate the correct amount of federal tax to be withheld. If this form is not completed the default Federal status will be single with 0 allowances. Income tax is withheld from wages based on marital status and the number of allowances claimed. An additional specified dollar amount can also be withheld. Tax information can be updated anytime an individual’s tax situation changes. Whether an individual’s entitled to claim a certain number of allowances or exemptions from withholding is subject to review by the Internal Revenue Service (IRS). Syracuse University may be required to send a copy of the W-4 form to the IRS upon their request.
External Income Proposal
The external income proposal memo is used for the approval of rates resulting from income generating activities from external sources such as for profit and other non-for-profit organizations.