Forms and Templates

Popular forms are listed below.

Check Inquiry Request

Stop or get a copy of a University check.

Customer Setup and Maintenance Form

Set up a new record in the Customer Master File or edit an existing one. Please note that this file must be downloaded and opened on your desktop to view.

Direct Deposit Form

Start or stop direct deposit of all Harvard payments and reimbursements to one checking or savings account.

Missing Receipt Affidavit

Use this form to request a reimbursement when no receipt is available.

Tax Forms

This list of forms and best practices will help guide tax-exempt purchasing on behalf of the University.

Tax Withholding Allowance Certificate (IRS Form W-4)

Authorize Harvard to change your federal withholding exemptions and additional income tax withholdings.

ST-2: (MA certificate of exemption)

Verify Harvard's tax-exempt status (Massachusetts sales tax).

Disposal Request Form

This form may be used when disposing of both capitalized and non-capitalized equipment.

Offsite Equipment Notification Form

This form must be submitted to the area equipment manager or finance office for any equipment that is (1) moving to a location off-campus, longer than thirty days (e.g., facilities not owned or rented by Harvard or to which facilities costs are not...

Placed in Service (PIS) Notification

Notification of Completion of Capital Equipment Fabrication or Debt-Financed Purchase. Use this form to report that the capital asset described by the Activity is now complete and ready to be placed in service.

Untaggable Asset Item Form

This form is required for equipment that cannot be physically tagged for inventory purposes.