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Forms & Policies

Forms are in red; policies and instructions are in blue.

• Accounts Payable and Travel
  • Direct Deposit Authorization for AP Payments
  • Deposit Transmittal Form
  • Direct Pay Request Instructions
  • Direct Pay Request Form
  • Purchasing Policy and Procedures
  • Mileage Rates
  • Petty Cash Manual
  • Travel Exchange Rate Conversion Guidance
  • Travel and Entertainment Expense Report Short Form July 2008 Release
  • Travel and Entertainment Expense Report Super Long Form July 2008
  • Travel and Entertainment Expense Report Long Form July 2008 Release
  • Travel and Entertainment Policy and Procedures March 2008 Update
  • Travel and Entertainment Policy and Procedures Highlight of Changes March2008
  • Travel and Entertainment Missing Receipts Affidavit Report
• Budget
  • Position Planning Worksheet
  • CapitalBudget Calendar2011
  • Supplemental Pay
  • Operating Budget Change Request Form
  • Operating Budget Change Approval Form
  • Budget and Forecast Module (IACS Supported Applications)
  • Overdraft Policy & Procedures
• Cash Management Policies
  • Rensselaer Cash Collection Policy
  • Appendix B - Phased Deposit Plan
  • Rensselaer Credit Card Use Policy
• Financial Transaction Requests (FTR)
  • Campus-wide Financial Transaction Request Policy (FTR) Oct-2003
  • FTR Form (PDF)
  • FTR Form (Excel)
• Gift Endowment and Gift Funds
  • Administrative Surcharge Policy Feb 2005
  • Restricted Gift Funds
  • Gift Surcharge Implementation Detail
  • Gift Fund Hierarchy Nov 2004
  • Endowment Funds
• Non-resident Aliens
  • Payments Made to Nonresident Aliens Policy and Procedure Manual
• Payroll and Labor Accounting
  • Payroll Direct Deposit Authorization Form - Faculty & Staff Only
  • Payroll Direct Deposit Authorization Form - Students Only
  • Payroll Direct Deposit Authorization Form - Faculty & Staff Only
  • ARRA Income Tax Withholding Rate Change Notice
  • PTO Training
  • Earnings Codes
  • Electronic W-2 Sign-Up Instructions
  • Labor Verification Statement Schedule
  • Labor Verification Policy and Procedures
  • Labor Verification FAQs
  • Labor Distribution Change Form
  • Labor/Tuition Cost Transfers Involving Sponsored Funds Form
  • Student Award - Payroll Authorization
  • Hourly Payroll Time Report Form
  • Student Authorization/Cancellation Form
  • Student Employees and Fica Exemption Clarification
  • Employment Transaction Form
  • Form W-4
  • Form IT 2104-E
  • Form IT 2104
• Research Administration & Finance
  • Conflict of Interest Questionnaire
  • NIH Salary Cap Worksheet
  • Graduate Student Appointment Request Form
  • Space Requirement Form
  • Project Information Form
  • Award Change Request Form
  • Encumbrance Relief Form
  • Establishing A Bridge Fund
  • Request for Bridge Funding Form
  • Request To Issue A Subaward/Subcontract Form
  • Subcontract Procurement Requirements Form
  • Request To Change A Subaward/Subcontract Form
• Research Specific Policies
• IACS Supported Applications

  Includes Banner, Appworx, and Budget and Forecast Modules