Business Office Forms
The following Business Office forms are for the use of Trinity faculty and staff. These forms should be completed and submitted to the Business Office. Additional information and procedures are detailed on the specific web pages.
For many forms, you will need to enter the correct budget line. Use our budget code look-up tool to find the right account number.
Frequently Used Forms
- Budget Transfer Form (Excel)
- Expense Transfer Form (Excel)
- Check Request Form
- Grant Stipend Request Form
- Dining Dollars Authorization
- Purchase Order Request Form
- W-9 Form (to be completed by new vendors)
Travel Reimbursement Forms
- Travel Expense & Mileage Reimbursement Form (Excel)
- Missing Receipt Disclosure (Excel)
- Travel Advance Agreement (Excel)
- Direct Deposit Form (PDF) for travel expense reimbursements for faculty and staff. This form needs to be completed even if you have already completed one for payroll. The completed form and a voided check should be brought to the Business Office window during regular hours.
Truist Corporate Credit Card
- Truist Corporate Card Request Form
- Truist Corporate Card Agreement
- Truist Corporate Card Reconciliation Process