Financial Services for Student Organizations

View the Financial Officer Training Powerpoint

FORMS

• Financial Transaction Request Form
• Funding Transfer Form
• Deposit Form
• Short Form Independent Contractor Agreement (For services less than $5,000)   
  Should be used when a project is for a short duration, the services are less than $5,000 and no computer software or web pages are expected to be produced.
  
• W-9
  
• Tax Exempt Card
  
• Gaming Permit Application

GUIDELINES

Paying a Vendor
Attach an original invoice or contract to the Financial Transaction Request Form.  Make sure it is an official invoice or statement and not a quote or estimate.  For contracts, please have Jason Heiserman review and sign before submitting for payment.

Paying an Independent Contractor
For services less than $5,000, complete the Short Form Indepedent Contractor Agreement and a W-9, and turn in with a Financial Transaction Request Form.

New Independent Contractor policies and procedures are effective October 1, 2007. Click here for more information. 

Reimbursing a Group Member or Advisor
Attach an original, itemized receipt to the Financial Transaction Request Form. Reimbursements under $100 can be obtained through a Petty Cash Voucher. Reimbursements over $100 will be mailed in the form of a check. Update your address with the university to assure that checks are mailed to the correct location.

Transferring Funds
Submit the Funding Transfer Form indicating the dollar amounts and account numbers involved.

Depositing Funds
Attach checks or cash (in envelope) to the Deposit Form. Write account number on the back of checks and make copies for your records.

Copy Cards
Purchase from Mattin Center, Suite #210. Only President or Treasurer can purchase Copy Cards. Please know your account number in advance.

LINKS

• S.A.C.
  
• Hopkins One
  
• Accounts Payable

STAFF

Financial Coordinator- Waqiba Strother

Budget Assistant- Jolle Davis