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Forms

Cash Distribution FormAccounts Payable

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When settling an account, this form may be used to gather the signatures of students/athletes/research participants who were given a cash allotment.

Check Request Accounts Payable

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Use the online check request for vendor payments, student scholarship/fellowship payments, honorariums, etc.  The form is accessible in BannerWeb, https://bannerweb.richmond.edu.  Note: Chrome River must be used for all reimbursement and refund requests.

Chrome RiverAccounts Payable

The Chrome River travel and expense management system must be used for all reimbursement and refund requests, as well as PCard reconciliations.  Access the site, here.

University Credit Card AgreementAccounts Payable; Purchasing Card

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The Cardholder, Allocator (if different from the Cardholder), and Approver must complete and sign the form when a card is being reissued due to a renewal, is being replaced due to the card being lost or stolen, or is closed due to fraudulent activity.

University Credit Card Application & AgreementAccounts Payable; Purchasing Card

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This form replaces the Purchasing Card/Travel Card Application & Agreement form. The University Credit Card Application & Agreement should be used to apply for a Department PCard or an Individual PCard. The Cardholder, Allocator (if different from the Cardholder), and the Approver are required to sign the Application & Agreement form. Please forward the completed Application & Agreement to the Purchasing Card Administrator in Accounts Payable or email it to pcards@richmond.edu.

D.C. Tax (D-4)Payroll

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District of Columbia allowance certificate

D.C. Certificate of Non-ResidencePayroll

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Certificate of non-residence in the District of Columbia

Department Card Sign Out LogAccounts Payable; Purchasing Card

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This form may be used when a department has a departmental PCard and elects to allow the card to be signed out by the employees in the department. The Cardholder who applied for the department PCard is ultimately responsible for ensuring all purchases on the card adhere to all University policies.

Faculty Summer Salary RequestGrants Accounting

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Faculty request form for grant summer salary

Foreign National Information FormInternational Tax

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Used to gather information from international visitors to the University of Richmond.

Gifts/Prizes/Awards Reporting FormAccounts Payable; Purchasing Card

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Complete this form and attach it in Chrome River to the expense report (reimbursement) or PCard report.  If charging the gift, prize, or award purchase to a department’s index through the Bookstore or other on-campus site, send the form to Accounts Payable (acctpay@richmond.edu) so that the gift can be accurately tracked.

Independent Contractor ChecklistAccounts Payable

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When settling a bill with an independent contractor, please attach this form to your request.


Journal VoucherAccounting

Use this form to reclassify charges made to an account, or for a transfer of restricted or special funds.

Multiline Journal Voucher

Accounts Payable
University Credit Card Account Maintenance Request (MCC Code/Limit Changes)Purchasing Card

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This form should be used to request limit changes or MCC code additions for University credit cards.  This form replaces the “Purchasing Card Change Limit Request Form” and the “MCC Code Addition Request Form”.  The Cardholder & Approver must complete and sign the form and forward it to the Program Administrator for processing.  The Program Administrator will make the final determination of whether or not the request can be granted.

MW 507Payroll

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Maryland withholding exemption certificate

Nonimmigrant Visa Waiver ChecklistInternational Tax

Contains the qualifications of eligibility for a visa waiver from the State Department.


Regulation of Non-Immigrant Visa Holding Student Employment Work HoursInternational Tax

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International student workers must sign this form indicating that they have read, understand, and will abide by ICE regulations on the maximum number of hours they can work per week.


Index Request Form (Non-Student Organization)Accounting

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Form to request an index for a non-student organization.

PCard Transfer and/or Delegate Change FormPurchasing Card

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This form should be completed and submitted when a Department PCard is transferred to another employee within the department and if there is a delegate change.  The new cardholder, delegate, and the approver signatures are required.

Spidercard DeductionPayroll

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Form needed to start payroll deduction to deposit funds into your Spidercard.

Index Request Form (Student Organization)Accounting

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Form to request an index for a student organization.

VA-4 State Tax Payroll

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Virginia income tax withholding exemption certificate

W-2 Self-ServicePayroll

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W-2 Self-Service

To receive your W-2 Form electronically through Employee Self-Service, please complete the electronic consent in BannerWeb as soon as possible. You will receive an email from the Payroll Office in January alerting you when your W-2 form for the previous tax year is available in BannerWeb.

***If an employee does not consent to receive the W-2 Form electronically, the printed W-2 Form for the previous tax year will be mailed to the permanent address in Banner by January 31st.

To receive your W2 electronically, please follow the steps below:

-Log into Banner Web

-Click on "Employee" tab

-Click on "Employee Self-Service"

-Click on "Tax"

-Click on "Electronic Regulatory Consent"

-Scroll down the page to "Selection Criteria"

-Check the box next to "Consent to receive W-2 electronically"

-Click "Submit"

-You will receive a confirmation that your have successfully consented

-Click "Return to Tax Menu"

-Select the tax year you want to view and click display

 

If you need further assistance, please contact the Payroll Office by email payroll@richmond.edu.

W-2 Notice to EmployeePayroll

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Notice to employees regarding W-2 information.

W-4 Federal TaxPayroll

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You can complete Form W-4 through Bannerweb. For detailed instructions click here.

If you prefer to complete a paper form to be turned into the Payroll Office once completed, download the file below:

Employee's withholding certificate

W-9Accounts Payable

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The University's completed W-9 form may be printed for or e-mailed to vendors requesting this information.

Wire Request FormAccounts Payable

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This form should be used for all foreign or domestic wires and draft checks.