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Below is a list of forms commonly used for financial applications. While not exhaustive, we hope you’ll find what you’re looking for. If you see something’s missing, let us know!

Tax Certificates

Reimbursements + Citi Corporate Card + Purchasing Card

Invoices + Payment Requests + Honorariums

  • In Lieu of Invoice Form – Please use this form to request payment in situations where it is possible or appropriate for the vendor or individual to provide an invoice (ex. refunds, honoraria, prizes, or fellowship payments).
  • Wire Transfer Form – This form (and its instructions) are used to wire a USD payment to a vendor. Please enclose this form with the payment request and note that the minimum dollar amount for US wires is +$1000.
  • Foreign Wire Transfer Form-This form is used to wire payment to a vendor in a foreign currency and needs to be attached to the payment request. Please note that a foreign currency wire transfer can be submitted in any dollar amount.

Cash inflow + Credit Vouchers + Gifts

  • Check Redeposit Form – Please use this form when you would like to request that a check be redeposited back into a specific coding string
  • Credit Voucher Form – Cash and checks must be recorded on the Credit Voucher with the correct coding strings and must be typed. Please submit one CV form per type of note (i.e., one CV for US checks, one CV for cash, one for Canadian bank notes, etc.)
  • Gift Transmittal Form – For gifts to HLS, use this form and not a Credit Voucher. Please note that you may submit multiple checks per form.

Research and Teaching Assistant Payroll

(See also the Student Payroll page for detailed information on payroll.)

  • I-9 Instructions  – All students who are working for faculty as Research or Teaching Assistants must complete the I-9 form and supply required documentation within 3 business days of their hire
  • Printable I9-Please use this form when setting up Research Assistants or Teaching Assistants to get paid
  • Form I-94 for International Students Only – required for employment – submit with I-9 and other immigration documents
  • W-4 for US Students – Annually required federal tax form for US students; submit with I-9
  • M-4 – Massachusetts’ W-4; If you claim the same number of exemptions for Massachusetts and US taxes, complete the US form W-4 only. If claiming EXEMPT, you must complete a Mass Form M-4
  • Direct Deposit Form – Use to set up direct deposit; attach a voided check
  • Research Assistant Set-up Form – supply an RA Set-up Form for each RA position you are applying for
  • Teaching Assistant Set-up Form – supply a TA Set-up Form for each TA position you are applying for

Incoming Wire Transfer Information