#  Forms and Templates 

 



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#### Popular forms are listed below. 



 

  [### Check Inquiry Request

 ](https://otm.finance.harvard.edu/request-stop-payment-check) Stop or get a copy of a University check. 

 

 

   [### Customer Setup and Maintenance Form

 ](/sites/g/files/omnuum12686/files/2025-09/Customer%20Setup_1.pdf) 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

 ](/sites/g/files/omnuum12686/files/controller/files/direct_deposit_form_with_instructions_2020.pdf) Start or stop direct deposit of all Harvard payments and reimbursements to one checking or savings account. 

 

 

   [### Missing Receipt Affidavit

 ](https://internal.procurement.finance.harvard.edu/resource/harvard-university-missing-receipt-affidavit-form) Use this form to request a reimbursement when no receipt is available. 

 

 

   [### Tax Forms

 ](https://tax.oc.finance.harvard.edu/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)

 ](http://www.irs.gov/pub/irs-pdf/fw4.pdf) Authorize Harvard to change your federal withholding exemptions and additional income tax withholdings. 

 

 

   [### ST-2: (MA certificate of exemption)

 ](https://hu.sharepoint.com/:b:/s/FAD/EYEMXkCPH0JNsIerr76j4k8BXdC2Oizz3PUAnNmqACbJMg?e=1xbecp) Verify Harvard's tax-exempt status (Massachusetts sales tax). 

 

 

  

 

 

 

 

  [### Disposal Request Form

 ](/disposal-request-form) This form may be used when disposing of both capitalized and non-capitalized equipment. 

 

 

   [### Offsite Equipment Notification Form

 ](/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

 ](/placed-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

 ](/untaggable-asset-item-form) This form is required for equipment that cannot be physically tagged for inventory purposes.