Thomas Jefferson University

Forms Center

 

Accounting, Budgeting & Managing Funds Forms ALL TJU JUP TJH MHD
Cost Transfer Request Excel        
InterDepartmental Transaction (IDT) Journal Entry Upload Template Excel        
Journal Entry Upload Template Sponsored Programs FY20
  Excel      

 

Cash Handling &
Deposits Forms
ALL TJU JUP TJH MHD
Standard Deposit Form   Excel      
Standard Deposit Upload Sheet   Excel      
Request for Cash Transfer   Excel / PDF      
Domestic Wire Transfer Authorization   PDF      
Intl. Wire Transfer Authorization   PDF      
Incoming Wire Transfer Instructions   PDF   PDF  

 

University Tax & Audit Compliance Forms ALL TJU JUP TJH EFJ KUH ALH AMH ARH MRH
W-9   PDF PDF PDF PDF PDF PDF PDF PDF PDF
Federal Tax Exempt Status
Certificate 501 c-3
  PDF PDF PDF   PDF        
PA Exemption Certificate   PDF PDF PDF PDF   PDF PDF    
PA Sales & Use Tax Cert. of Exemption   PDF PDF PDF
NJ Sales Tax Certificate of Exemption   PDF PDF PDF   PDF        
Employment Status Test PDF                  
Independent Contractor Agreement PDF                  
Exempt Organization Declaration of Sales Tax Exemption   PDF PDF PDF            

 

Paying Suppliers Forms ALL
Petty Cash Voucher Form PDF
Employment Status Test PDF
Independent Contractor Agreement PDF
Request for Payment EXCEL
W-9 Blank PDF
Philadelphia Business Privilege
License Application
PDF
Guide to View Scanned Invoice
in Ascent
PDF
Petty Cash ALL
Petty Cash Voucher Form PDF

 

Payroll Administration Forms ALL
City Wage Tax Refund Form Word / PDF
Direct Deposit Enrollment Form Excel / PDF
Off-cycle Request Excel
Temporary Timesheet Excel / PDF
Payroll Hours Adjustment Form Excel
Research Study Payment
Request Form
Excel / PDF
W-4 PDF

 

Payroll for Employees Forms ALL
City Wage Tax Refund Form Word / PDF
Direct Deposit Enrollment Form Excel / PDF
W-4 PDF

 

TRAVEL & EXPENSE REIMBURSEMENT FORMS ALL
Student & Non-Employee Reimbursement Request EXCEL
Employee Reimbursement Request CONCUR
Lost or Missing Receipt Affidavit PDF