Forms, Office Of The Controller

Check the instructions for each form to determine the appropriate method for submittal.

Name/Description

Help Contacts

Format*

Revision Date/
Instructions

New ChartField Value Request Form

See Security Access Form below.

chartfield-request @ osu.edu

(614) 292-7326

Excel

September 2001

File to be downloaded, completed, and returned via email to chartfield-request @ osu.edu

OSU Sales Tax Report

Jones.1976 @ osu.edu

(614) 688-3659

Excel

December 2005

Form to be printed, completed and submitted to the Office of the Treasurer by the 19th day of each month

Request for Exception to Expenditure Dollar Limits

Tom.Ewing @ ctlr.ohio-state.edu

(614) 688-3113

PDF

July 2000

Form to be printed, completed and maintained in departmental expenditure files.

* To view and print forms in PDF format, you must download and install at no charge the Adobe Acrobat Reader.

Check the instructions for each form to determine the appropriate method for submittal.

Name/Description	Help Contacts	Format*	Revision Date/ Instructions
ACH Vendor Setup Request Form to request Accounts Payable to setup a vendor that will receive ACH Payment.	approb @ osu.edu (614) 292-6831	PDF	June 2006
Accounts Payable Payment Request On-Line System - Access Request Form to request an account on the secure on line OPRS Web System.	approb @ osu.edu (614) 292-6831	PDF	July 2006 Form to be printed, completed, and faxed to Accounts Payable.
Compliance Form for Payments to B-1 or WB Visa Holders	approb @ osu.edu (614) 292-6831	PDF	January 2000 Form to be printed, completed, attached to an OSU Request for Payment and forwarded to Accounts Payable.
Compliance Form for Payments to B-2 or WT Visa Holders	approb @ osu.edu (614) 292-6831	PDF	January 2000 Form to be printed, completed, attached to an OSU Request for Payment and forwarded to Accounts Payable.
Documentation Form for Non-Employee Work Arrangements	approb @ osu.edu (614) 292-6831	Word	January 2000 Form to be maintained by Departments.
Electronic Funds Transfer Request Payment request form to be filled out for ACH and WIRE payments.	approb @ osu.edu (614) 292-6831	Excel	December 2006
Foreign Draft Request Form to be printed, completed and forwarded to Accounts Payable.	approb @ osu.edu (614) 292-6831	PDF	July 2007
IRS Form 8233 AP will only accept Form 8233 if it has been completed through the Glacier System. See Non Resident Alien FAQ's	approb @ osu.edu (614) 292-6831	PDF	Tax Summary Report and Form 8233, once completed in Glacier, needs to be signed and mailed to the address in the Glacier instructions.
Non-Resident Alien Pay Request Substitute Invoice	approb @ osu.edu (614) 292-6831	PDF	August 2006 Form to be printed, completed and forwarded to Accounts Payable.
OSU AP Payment Compliance Form (Substitute W-9 Form)	approb @ osu.edu (614) 292-6831	PDF	July 2007 Form must be completed in full by the vendor and submitted by fax to the appropriate business area (individual vendors to Accounts Payable; suppliers to the Purchasing Department).
OSU Request for Payment Forms used to initiate a payment.	approb @ osu.edu (614) 292-6831	MS Word PDF	August 2004 Form to be filled completely, printed, and returned to Accounts Payable.
OSU Payment Request Online System Secure web site for on line Payment Request submission.	help.desk @ ctlr.ohio-state.edu (614) 292-3432	Link	Instructions for Using the On-Line Payment Request System After successfully entering your OSU Interenet Username and password, bookmark the opening page.
Request for Stop Payment Form to request Accounts Payable to place a stop pay on a check that has been cut and is no longer to be presented for payment.	approb @ osu.edu (614) 292-6831	PDF	June 2006

* To view and print forms in PDF format, you must download and install at no charge the Adobe Acrobat Reader.

Check the instructions for each form to determine the appropriate method for submittal.

Name/Description	Help Contacts	Format*	Revision Date/ Instructions
AM0001 Equipment Retirement Form	DeeAnn.Willis-Berry @ ctlr.ohio-state.edu (614) 688-4788	PDF	July 2006 Form to be printed, completed and submitted to Asset Management
AM0002 Additional Item Form	DeeAnn.Willis-Berry @ ctlr.ohio-state.edu (614) 688-4788	PDF	July 2006 Form to be printed, completed and submitted to Asset Management
AM0003 Equipment Interdepartmental Transfer Form	DeeAnn.Willis-Berry @ ctlr.ohio-state.edu (614) 688-4788	PDF	July 2006 Form to be printed, completed and submitted to Asset Management
AM0004 Permission to Use Equipment Off-Campus Form Agreement For Assignment of University Equipment	DeeAnn.Willis-Berry @ ctlr.ohio-state.edu (614) 688-4788	PDF	July 2006 Form to be printed, completed and submitted to Asset Management
AM0005 Permanent Transfer/Sale of OSU Property Form	DeeAnn.Willis-Berry @ ctlr.ohio-state.edu (614) 688-4788	PDF	July 2006 Form to be printed, completed and submitted to Asset Management

* To view and print forms in PDF format, you must download and install at no charge the Adobe Acrobat Reader.

Check the instructions for each form to determine the appropriate method for submittal.

Name/Description

Help Contacts

Format*

Revision Date/
Instructions

Surplus Property Management System, Access Request Form

help.desk @ ctlr.ohio-state.edu

(614) 292-3432

PDF

February 2008

Form to be printed, completed, and returned to Systems Development, Office of the Controller

Surplus Property Management System, Department Setup Form

This form will be used during initial system implementation, February 2008 through May 2008.

help.desk @ ctlr.ohio-state.edu

Liz Gaines (614) 247-1008

Patricia Tripp (614) 292-4683

PDF

February 2008

Form to be printed, completed, and returned to Systems Development, Office of the Controller

* To view and print forms in PDF format, you must download and install at no charge the Adobe Acrobat Reader.

Check the instructions for each form to determine the appropriate method for submittal.

Name/Description	Help Contacts	Format*	Revision Date/ Instructions
City of Columbus Certificate of Exemption, Hotel/Motel Excise Tax	Steven.Hoffman @ ctlr.ohio-state.edu (614) 292-7540	PDF	April 2003 Form to be printed, completed and given to vendor.
Communications Excise Tax Exemption Certificate Form to send to vendor of telecommunciation services.	Steven.Hoffman @ ctlr.ohio-state.edu (614) 292-7540	PDF	September 2001 Form to be printed, completed and sent to the vendor.
IRS Form W-9	Steven.Hoffman @ ctlr.ohio-state.edu (614) 292-7540	PDF	January 2003 Form to be completed printed and sent to person requesting it.
State of Ohio Sales and Use Tax Blanket Exemption Certificate	Steven.Hoffman @ ctlr.ohio-state.edu (614) 292-7540	PDF	March 2004 Form to be completed printed and sent to the vendor.
Departmental State of Ohio Sales Tax Reporting Form	Steven.Hoffman @ ctlr.ohio-state.edu (614) 292-7540	Excel	January 2007 State of Ohio Sales Tax Reporting Form for use by Departments collecting and reporting Sales Tax. The form is due by the 15th of each month and is emailed to salestax@osu.edu.

* To view and print forms in PDF format, you must download and install at no charge the Adobe Acrobat Reader.

Check the instructions for each form to determine the appropriate method for submittal.

Name/Description

Help Contacts

Format*

Revision Date/
Instructions

Request for Reimbursement for Internet Services

Office of the CIO

ITPolicy @ osu.edu

Link

Form to be maintained by Departments.

Security Access Form

Form for use by the Financials System Security Team to provide access to a new ORG. It is required in addition to the New ChartField Value Request Form, above, when requesting a new ORG value.

OIT

8help @ osu.edu

(614) 688-help

Link

Success Immediate Recognition Form

Brenda Payne

Brenda.Payne @ ctlr.ohio-state.edu

(614) 688-3595

Link

September 2003

Form to be printed, completed, and returned to Success Representative of your department.

* To view and print forms in PDF format, you must download and install at no charge the Adobe Acrobat Reader.


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