Forms

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Accounts Payable

• Supplier Invoice Template
• Certification of Receipt of Services
• External Committee Member Expense Form
  Expenses for non workers (students, external candidates, or other non-worker) can now be reimbursed using the External Committee Member Expense Form . This process allows a non worker to be reimbursed for expenses that they have incurred. In order to do so, the non-worker needs to exist in Workday and therefore the form should be completed by the cost center manager and emailed to  travel@montclair.edu.

• I-94 Travel Records for US Visitors

Retrieve or request new I-94 admissions record for international payee visiting the United States.
Please provide the following information:

1. Date of entry to U.S. and departure (I-94 form)
2. W-8BEN form (should contain foreign address, Tax ID)
3. Copy of passport
4. Visa type
5. Days visited in the U.S. in the past 3 years
6. Country of residence
7. Country where the individual is taxed
8. Wire Transfer form (should contain bank information, address, vendor name and ID, payment amount, description) * Requires department manager signature
9. Any additional documentation (invoices, receipts, letter of invitation, etc.)

Contact Accounts Payable when the above documents are available for processing.

General Accounting

• Notification of Incoming Funds

The incoming funds form has been updated. Please complete the form when payments are expected to be received electronically via wire or ACH. Please remit form and any inquiries on expected or application of payments to the cashmgmnt@montclair.edu inbox.

• Account Transfer Journal Voucher‌
• Invoice Request Form for Contracted Services

Used for non-student accounts receivable.

• W-9 Form – To obtain a signed W-9 form, please email either contep@montclair.edu or steuberj@montclair.edu

Cash Management

•  Wire Transfer Form
• Cash Receipt Transmittal Form

Grant Accounting

• Cost Transfer Explanation Form
• Participant Incentive Documentation Form
• Subject Incentive Payment Receipt
• Human Subject or Participant Voucher

Alcohol Forms

• Sale of Alcoholic Beverages on Licensed University Premises

Request for alcohol service in University Licensed Premises, i.e. the University Hall Conference Center and Courtyard, certain areas within the Student Center, the Alexander Kasser Arts Complex, Sprague Field, and the Softball Stadium.

• Sale of Alcoholic Beverages on Non-Licensed University Premises

To Apply for a Division of Alcoholic Beverage Control Social Affair Permit, required for the sale of alcoholic beverages on Non-Licensed University Premises, all premises not covered by the Special Annual Concessionaire Permit held by the University’s dining services contractor.

• Non-Sale Service of Alcoholic Beverages at University Events

For requests to serve alcohol at University Events
Description coming soon.

Risk Management Forms

• Auto Accident Claim

Used for filing vehicle accident claims.

• Property Damage or Personal Injury Claim

For filing a claim for property damage/loss or personal injury.

• Accident Form RM-1A

Montclair State University Employees Only: For driving state-owned vehicles involved in an accident.

• Driver Authorization RM-100

Montclair State University Employees Only: To obtain MVC Driver Abstract in order to drive Montclair State/State-owned vehicles.

Workday Security

• ‌Workday Security Role Request Form (DOC)

This is used to request a change in an employee’s security role in Workday. Please contact Human Resources if you have questions regarding temporary employees.