See the below for a list of forms available. Click on the name of the form for descriptions and files included in each download. Many of our forms now require that you login using your NetID in order to download. If you experience difficulty saving the forms, right click on the downloadable format of your choice, and choose "Save Target As..." This will allow you to save the form on your computer.
This form is used when you are requesting payment for goods or services that can not be paid on an Imprest Cash Requisition for Payment and do not require a Purchase Order. Payments made via an Accounts Payable Check Request will show on financial reports with a "JV" reference.
(Last Modified: 04/10/09)
This form is used for either Service Component or Shared Resources; it will assist in the calculation of the appropriate rate for your department.
(Last Modified: 06/27/06)
____________________________________________ * : Requires Duke IP address or Valid NET ID. ^ : Requires valid NET ID. ~ : Located outside of the Financial Services domain.
Foreign Nationals
Duke University Certificate of Foreign Status
This form is used for non-resident alien payments of other than substantiated expenses.
Completed form must be attached to an Accounts Payable Check Request when requesting payment or it must be attached to a Purchase Requisition when you are requesting a Purchase Order.
(Last Modified: 01/25/05)
____________________________________________ * : Requires Duke IP address or Valid NET ID. ^ : Requires valid NET ID. ~ : Located outside of the Financial Services domain.
Accounts & Codes
Assigned JV Number: Add New
Request an Assigned JV number for your department. An Assigned JV number by design belongs to a department, not the contact person.
(Last Modified: 05/30/08)
Request an Assigned JV number for your department. An Assigned JV number by design belongs to a department, not the contact person. If the contact person associated with an Assigned JV number changes, a request to update the Assigned JV list is submitted.
(Last Modified: 05/30/08)
This form is used to request the setup of a new G/L account. In order to maintain the integrity of the coding system, your request will be evaluated against the coding structure maintained for the entire Duke System.
(Last Modified: 08/29/07)
This form is used to request the setup of a 0010 Duke University cost object. When trying to determine the first three digits of your cost object, please refer to the Accounting Code Overview.
(Last Modified: 09/02/09)
____________________________________________ * : Requires Duke IP address or Valid NET ID. ^ : Requires valid NET ID. ~ : Located outside of the Financial Services domain.
Contractors & Outside Services
Compensation Agreement for Personnel Services (2009)
This agreement is required to reimburse entities of Duke University (DU) and Duke University Health System (DUHS) for professional services rendered by either partys primary appointed personnel.
(Last Modified: 06/11/08)
Determination of an individual's status as an independent contractor or an employee is based on the relationship between that individual and Duke University/Duke University Health System. Once an individual has established an employment relationship, it is difficult to suggest that the employment relationship ceases to exist. Therefore, to help establish an independent contractor relationship additional documentation is required.
(Last Modified: 11/12/08)
____________________________________________ * : Requires Duke IP address or Valid NET ID. ^ : Requires valid NET ID. ~ : Located outside of the Financial Services domain.
Additional Forms
AP Invoice Copy Request
This form is used when you are requesting a copy of an accounts payable invoice.
(Last Modified: 05/17/04)
____________________________________________ * : Requires Duke IP address or Valid NET ID. ^ : Requires valid NET ID. ~ : Located outside of the Financial Services domain.
Asset Management
Capital Project Request Form
This form is used to request the set up of a new Project to be used for capital and noncapital construction and maintenance projects.
(Last Modified: 09/04/09)
This form is used for either Service Component or Shared Resources; it will assist in the calculation of the appropriate rate for your department.
(Last Modified: 06/27/06)
If your department would like to request a loan equal to or less than $2.5 million from the University, please fill out this form with all required information. Forward the completed form to the Treasury Operations office for review and it will be circulated for the appropriate approvals.
(Last Modified: 08/27/08)
____________________________________________ * : Requires Duke IP address or Valid NET ID. ^ : Requires valid NET ID. ~ : Located outside of the Financial Services domain.
Corporate Card
Department Corporate Card/WORKS Setup Form
This form should be used to set up a Departmental Works Administrator.
(Last Modified: 03/13/09)
This form should be used to dispute an unauthorized or unrecognized charge appearing on your Corporate Card account. Transactions that are more than 60 days old are not eligible for dispute.
(Last Modified: 06/12/09)
This form should be used to document Corporate Expenses when the original receipt has been lost. The use of this form is expected to be on an exception basis and not a common occurrence.
(Last Modified: 12/29/05)
____________________________________________ * : Requires Duke IP address or Valid NET ID. ^ : Requires valid NET ID. ~ : Located outside of the Financial Services domain.
Travel & Reimbursement
International SOS Card
The International SOS membership card includes the telephone numbers of the three major worldwide International SOS Alarm Centers. In the event of an emergency while traveling internationally, call one of the emergency phone numbers listed on the card.
(Last Modified: 02/27/08)
This form is used by students to request cash advances for business travel and other business expenses. The money received as an advance must be accounted for within 30 days of the trips end by submitting a Travel Expense Form.
(Last Modified: 02/13/09)
This form is used to reimburse employees and students for expenses incurred while traveling on official Duke Business. Payments made via a Travel Expense Form will show on financial reports with document type.
(Last Modified: 02/13/09)
These forms should be used to document local business mileage or mileage associated with one day business trips. The form should be submitted with a Miscellaneous Reimbursement form.
(Last Modified: 01/06/09)
This form should be used to document both travel and miscellaneous expenses, when the original receipt has been lost. The use of this form is expected to be on an exception basis and not a common occurrence.
(Last Modified: 08/01/03)
This form is used to reimburse employees and students for miscellaneous Duke Business expenses, including miscellaneous mileage. Payments made via a Miscellaneous Reimbursement Form will show on financial reports with document type.
(Last Modified: 02/13/09)
____________________________________________ * : Requires Duke IP address or Valid NET ID. ^ : Requires valid NET ID. ~ : Located outside of the Financial Services domain.
Accounting Payments & Processing
Processing Payments