Forms & Documents

Accounts/Payable

Budget

Controller

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Accounts Payable
Documents and Forms	Format
Ad Hoc Payment Authorization	[PDF]
Create Supplier Invoice Request (College Credentials Required)	[PDF]

Budget
Documents and Forms	Format
Annual Budget Preparation Guide	[PDF]
Budget Request - Capital Outlay	[EXCEL]
Budget Request - Other Personnel Services (OPS)	[EXCEL]
Request to Add Cost Center (CC)	[PDF]
Create New Agency Account (college credentials required)	[PDF]

Controller
Documents and Forms	Format
Journal Entry Form	[PDF]
Request to Add Organizational Unit (Agency Account)	[PDF]

Grants and Foundation Accounting
Documents and Forms	Format
Cash Deposit Advise Form	[PDF]
Grant Budget Input Form	[EXCEL]
Grant Budget Input Form (Simplified)	[EXCEL]
Grant Set-up	[PDF]
Grant Budget Transfer Form	[PDF]
How to request Personal Action Form PAF (stipend) --> college log in required	[Web]
New Fund Request Form	[WORD]
New Vendor Request Form	[PDF]
Prior Approval Guidelines	[PDF]
Request to Add Organizational Unit (Student Activities)	[PDF]
Request for Check or Purchase Order	[EXCEL]
Time and Effort Report for Grants	[EXCEL]

Guidelines
Documents and Forms	Format
Fund Collection Guidelines	[PDF]
Fee Schedule	[PDF]
Finance Procedure Manual	[Web]

Nonresident Alien Individuals
Documents and Forms	Format
Form 8233 Exemption From Withholding on Compensation (Instructions)	[PDF]
Form W-8BEN Certificate of Foreign Status for United States Tax Withholding (Instructions)	[PDF]
Form W-9S - Request for Student’s Taxpayer Identification Number and Certification	[PDF]
IRS Withholding Certification of Foreign Status for All Non-US Citizens	[PDF]
Palm Beach State College - Certification of Information	[PDF]

Purchasing
Documents and Forms	Format
Purchasing Forms	[Web Form]

Student Account Services
Documents and Forms	Format
Billing Application	[PDF]
Deposit Log - Department	[PDF]
Deposit Log - Employee	[PDF]
Gift Card Distribution Log	[PDF]
Gift Card – Internal Service Delivery Request (Job Aid) - college credentials required	[PDF]
Gift Card Return	[PDF]
Miscellaneous Refund Request Form	[PDF]

Travel & Procurement Card
Documents and Forms	Format
Request - Credit Card Application (PCard and TCard)	[Web]
College Vehicle Reservation Calendars and Documents	[Web]
Fiscal Year End Timeline	[Web]
Florida's Turnpike	[Web]
Global Card Access - E-services are available to credit card holders. You must create a log-in account. Services include; change/Update Pin; Current Card Balance; and Report Lost/Stolen Card	[Web]
Mileage Reimbursement Form (Instructions)	[EXCEL] [PDF]
Missing Receipt Affidavit	[PDF]
Official Highway Mileage	[Web]
PBIA Parking	[Web]
PCard Manual	[PDF]
Request - Temporary Card Increase	[Web]
Rental Car Information (college credentials required)	[Web]
SunPass	[Web]
Student Travel - Travel Recap Sheet \| Lodging Verification \| Meal Verification	[PDF]
Tax Exempt Certificate: 3/2024 - 3/2029	[PDF]
Travel Expense Reimbursement Policy	[PDF]
Travel Pocket Guide	[PDF]
Travel Procedure	[PDF]
Workday Training - Travel (college credentials required)	[Web]
Workflow for Travel	[PDF]

Waiver Forms
Summer Term 2021-3 waivers can be processed using the PDF forms below.
Fall Term 2021-1 should be done in Workday. Please log into your Workday account.
Student Financials Waivers - Job Aid
Documents and Forms	Format
Bargaining Unit Member Dependent Request for Fee Waiver Form	[PDF]
Classroom Teacher Tuition Waiver Form	[PDF]
Employee/Dependent Request For Fee Waiver	[PDF]
High School Verification (Out of State) Waiver Form	[PDF]
Interdepartmental Charges for Professional Development Form	[PDF]
Purple Heart Waiver Program Form	[PDF]
Senior Citizen Tuition Waiver Form \| (Senior Citizens Fee Waiver Policy)	[PDF]
State Employee Waiver Form	[PDF]
Veteran/Dependent Out of State Tuition Waiver Program Form	[PDF]