Forms By Department



Forms

Accounting

2020 Blankenship Hall
901 Woody Hayes Drive
Columbus, Ohio 43210-4016

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

Name/Description Help Contacts Format* Revision Date/Instructions
ChartField Value Request Form

See Security Access Form below.

ChartfieldRequest @ osu.edu

(614) 688-3218

 Excel September 2001

File to be downloaded, completed, and returned via email to ChartfieldRequest @ osu.edu
OSU Sales Tax Report

SalesTax @ osu.edu

(614) 292-7540

 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

ewing.6 @ osu.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.


Accounts Payable

2010 Blankenship Hall
901 Woody Hayes Drive
Columbus, Ohio 43210-4016

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.

APHelpDesk @ osu.edu

(614) 292-6831

 PDF June 2006
Compliance Form for Payments to B-1 or WB Visa Holders

APHelpDesk @ 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 APHelpDesk @ 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 APHelpDesk @ osu.edu

(614) 292-6831 		Word January 2000

Form to be maintained by Departments.
IRS Form 8233

AP will only accept Form 8233 if it has been completed through the Glacier System. See Non Resident Alien FAQ's

APHelpDesk @ osu.edu

(614) 292-6831

   Tax Summary Report and Form 8233, once completed in Glacier, needs to be signed and mailed to the address in the Glacier instructions.
Foreign Draft Request

Form to be printed, completed and forwarded to Accounts Payable.

APHelpDesk @ osu.edu

(614) 292-6831

 PDF July 2007
Non-Resident Alien Payment Request

APHelpDesk @ osu.edu

(614) 292-6831

 PDF December 2009

Form to be printed, completed and forwarded to Accounts Payable.
OSU AP Payment Compliance Form (Substitute W-9 Form)

APHelpDesk @ osu.edu

(614) 292-6831

 PDF March 2008

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).
Payment Request Form

Forms used to initiate a payment.

APHelpDesk @ osu.edu

(614) 292-6831

 MS Word

PDF 		August 2004

Form to be filled completely, printed, and returned to Accounts Payable.
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.

APHelpDesk @ osu.edu

(614) 292-6831

 PDF June 2006
Electronic Funds Transfer Request

Payment request form to be filled out for ACH and WIRE payments.

APHelpDesk @ osu.edu

(614) 292-6831

 Excel October 2008

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


Asset Management

2070 Blankenship Hall
901 Woody Hayes Drive
Columbus, Ohio 43210-4016

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

Name/Description Help Contacts Format* Revision Date/Instructions
AM0001 Application for Asset Retirement Form

willis-berry.1 @ osu.edu

(614) 688-4788

PDF Jan 2010

Form to be printed, completed and submitted to Asset Management
AM0002 Additional Item Form

willis-berry.1 @ osu.edu

(614) 688-4788

 PDF July 2006

Form to be printed, completed and submitted to Asset Management
AM0003 Equipment Interdepartmental Transfer Form

willis-berry.1 @ osu.edu

(614) 688-4788

PDF July 2006

Form to be printed, completed and submitted to Asset Management
AM0004 Agreement For Assignment of University Equipment
(Permission to Use Equipment Off-Campus Form)

willis-berry.1 @ osu.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

willis-berry.1 @ osu.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.


Surplus Materials Disposal

1165 Kinnear Rd.
Columbus, Ohio 43212

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

 CTL-HelpDesk @ osu.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

 CTL-HelpDesk @ osu.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.


Tax Compliance

2020 Blankenship Hall
901 Woody Hayes Drive
Columbus, Ohio 43210-4016

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

kessler.91 @ osu.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.

kessler.91 @ osu.edu

(614) 292-7540

 PDF September 2001

Form to be printed, completed and sent to the vendor.
IRS Form W-9

kessler.91 @ osu.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

kessler.91 @ osu.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

kessler.91 @ osu.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.


Other Forms

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.
Financial Access Request 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  

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



I'm looking for a form that is not listed here. How can I locate the form?