Title Purposesort ascending
Project Advance Authorization

Request a cash advance for a Cornell site project.

Travel Advance Form

Request a cash advance for a Cornell business trip.

Because direct payment or corporate card is available for most travel expenses, travel advances will be limited to those expenses for which a traveler is expected to endure a hardship for out-of-pocket expenses while on travel, and expenses that could not have been paid for by direct payment or a Cornell corporate card. 

Advances are limited to faculty, staff members, and students. Expenses related to visitors should be charged directly to operating accounts.

Vehicle Certification Form

Report personal use of a university-provided vehicle.

Notification of Expected Incoming Wire Transfer/ACH or EFT

Notify Cash Management of an expected wire transfer to aid in identification of funds. For instructions, see Processing Wires and ACH Payments.

Payroll Direct Deposit

Manage direct deposit for your paycheck through Workday. Instructions are available on Direct Deposit page of the Payroll website.

Student Loan Payments (ECSI)

Make a payment on a student loan (federal Perkins loans and Cornell institutional loans only).

Student Loan Deferment and Cancellation Forms

Information about student loan deferments and cancellations is available on the Deferments and Cancellations page on the Bursar website.

Executive MBA Program Tuition Waiver Taxation Form

If you have been accepted into the Cornell Executive MBA program and have been informed that you qualify for a tuition waiver, please complete the form below so that we can determine the taxability of the tuition waiver. You must submit this completed form to your manager before the start of the Executive MBA Program.

Executive MBA Program Tuition Waiver Taxation Form (PDF, 154 KB)*

*This form is restricted to Cornell employees only.

More information

Lease Determination Form

For more informaiton about this form, see Lease Classification.

Remote Worker Checklist

For information on this form, see the Remote Worker Checklist page on the Payroll website.

Gift Card/Certificate Reporting Form

For form instructions, see the Gift Card/Certificates page.

Foreign National Information System (FNIS)

For foreign nationals only: Complete to be able to receive payments from the university, excluding payments for travel reimbursement and honoraria.

See the Foreign National Questionnaire page for details and login information.

Foreign National Questionnaire Paper Form

For foreign nationals only: Complete to be able to receive payments from the university, excluding payments for travel reimbursement and honoraria.

If possible, it is preferred that you complete this form electronically using the Foreign National Information System (FNIS). See the Foreign National Questionnaire page for details.

Foreign National Questionnaire Paper Form (PDF, 367 KB)

Submission Instructions

Mail, hand-deliver, or fax the completed form to the following address/fax number:

University Tax Office
377 Pine Tree Rd.
Ithaca, NY 14850
Fax: (607) 255-3198

Include the following documents:

  1. Copies of both sides of the I-94 form "Arrival and Departure Record" (small, white card inside the passport)
  2. Copy of your Visa (from your passport)
  3. Form I-20 or DS-2019 (formerly IAP-66)

Form instructions are available on the Foreign National Questionnaire page.

Form Completion Instructions

Part I: Personal Information

  1. Last / Family Name: Enter your last name, your family name.
  2. First Name: Enter your first name, not your family name.
  3. Middle Name:  Enter your middle name.
  4. U.S. Federal ID # (i.e. social security number): Enter the U.S. Social Security Number (SSN) issued by the U.S. Social Security Administration (SSA), not your ID number. Do not list numbers not assigned by the U.S. SSA (i.e., Canadian Social Insurance Number, etc.). All employees must have an SSN to work in the U.S. If you do not have an U.S.-issued SSN, enter your Individual Taxpayer Identification Number (ITIN) issued to you by the U.S. Internal Revenue Service (IRS).

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Part II: U.S. Local Address

  1. Address Line 1: Enter the house number, street name, and apartment number in which you reside in the U.S.
  2. Address Line 2: Enter any information used to identify your apartment/house that is not listed in the above line (if applicable, if not - leave blank).
  3. Address Line 3: Enter any information used to identify your apartment/house that is not listed in the above lines (if applicable, if not - leave blank).
  4. City: Enter the city in which you reside in the U.S.
  5. State: Enter the state in which you reside in the U.S.
  6. Zip: Enter the zip code of the city in which you reside in the U.S.

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Part III: Foreign Residence Address

  1. Address Line 1: Enter your non-U.S. house number, street name, and apartment number in which you reside.
  2. Address Line 2: Enter any information used to identify your apartment/house that is not listed in the above line (if applicable, if not - leave blank).
  3. City: Enter your non-U.S. city of residence.
  4. Province: Enter your province of residence (non-U.S.)
  5. Country: Enter your country of residence (non-U.S.)
  6. Postal Code: Enter the postal code of the country in which you reside (non-U.S.)

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Part IV: Citizenship and Passport Information

  1. Country of Citizenship: Enter the country in which you hold citizenship.
  2. Country that Issued Passport: Enter the country that issued your passport (may differ from your country of citizenship).
  3. Passport #: Enter your passport number.
  4. Visa # (not the control number that begins with a year): Enter your visa number, ensuring it is not the control number.

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Part V: Current Immigration Status in U.S.

  1. Either circle one of the following selections:
    1. J-2 Spouse or Child of Exchange Visitor
    2. H-1 Temporary Employee
    3. F-1 Student
    4. J-1 Exchange Visitor
    5. U.S. Immigrant / Permanent Resident
  2. Or enter your applicable U.S. immigration status in the "Other:" field.

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Part VI: If Immigration Status is J-1, What is the Sub-Type?

  1. Either circle one of the following selections:
    1. 12 Research Scholar
    2. 05 Professor
    3. 02 Short-Term Scholar
    4. 01 Student
  2. Or enter the correct information in the "Other:" field.

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Part VII: What is the Actual Primary Activity of This Visit?

  1. Circle one of the following selections:
    1. 01 Studying in a Degree Program
    2. 02 Studying in a Non-Degree Program
    3. 03 Teaching
    4. 04 Lecturing
    5. 05 Observing
    6. 06 Consulting
    7. 07 Conducting Research
    8. 08 Training
    9. 09 Demonstrating Special Skills
    10. 10 Clinical Activities
    11. 11 Temporary Employment
    12. 12 Here with Spouse

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Part VIII: Entry and Activity Dates

  1. Based on the information on your I-94 form, enter the actual date your entered the U.S. in the mm/dd/yyyy format (e.g., 01/21/2007)
  2. Based on the information listed on your I-20 or DS-2019 (formerly IAP-66), enter the start date of your immigration status or this primary activity in the mm/dd/yyyy format (e.g., 01/21/2007)
  3. Based on the information listed on your I-20 or DS-2019 (formerly IAP-66), enter the projected end (finish) date of your immigration status or this primary activity in the mm/dd/yyyy format (e.g., 01/21/2007)

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Part IX: Income Providing Activity

  1. Enter the title of the income earning position you hold at Cornell, if applicable.

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Part X: Student Type

  1. Either circle one of the following selections:
    1. Undergraduate
    2. Masters
    3. Doctoral
  2. Or enter the information in the "Other:" field.

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Part XI: Spouse Information

  1. "Is your spouse (husband/wife) in the U.S.?" Circle the correct answer:
    1. Yes
    2. No
  2. "Number of children in the U.S.?" Enter the number of children in the U.S. with you if applicable.

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Part XII: Country of Tax Residence if Different from Citizenship

  1. Does your country of tax residence (country where you last paid taxes) differ from the country in which you hold citizenship? If so, did your tax residency end? Circle the correct selection:
    1. ​Yes
    2. No
  2. If "Yes" was selected, enter the date when the tax residency ended.

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Part XIII: List Any Visits to the U.S. in the Last Three Calendar Years

Note: You must also list all F, J, M, or Q visas since 1/1/1985. If necessary, attach an additional form or paper to include the required entries.

  1. Be sure to enter information in all of the listed columns:
    1. Date of Entry
    2. Date of Exit
    3. Visa Status (B-1, F-1, etc.)
    4. Primary Activity (tourist, student, etc.)
    5. Have you taken any treaty benefits? Yes or No

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Part XIV: Certification

  1. By signing the form, you are certifying the information is true and correct. You are also agreeing to submit a new form to the University Tax Office as soon as there are changes to your current (at the time of signing) visa status. Changes include, but are not limited to the following: 
    1. ​You change from a J-1 visa to a B-1B visa
    2. You receive a "green card"
  2. Changes to your visa status may also change your tax liability, for which you are held personally responsible.
  3. By signing this document, you agree to the conditions listed in the certification statement located above the signature field.
    1. Signature: Sign your full name
    2. Date: Enter the current date
    3. Local Phone: Enter a local phone number where you can be contacted
    4. E-mail: Enter the email address Cornell assigned you

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Exception Ordering for Computers

Dell is Cornell's preferred supplier of Windows-based desktop and laptop computers and the primary source for four basic configuration options, which are available at the discounted prices only through e-SHOP. 

If one of Dell's four available configurations does not meet your needs, contact your IT Service Group (ITSG) representative who will assist with a custom configuration. The form is no longer necessary.

If you have any questions regarding this process, please contact Jay Porter at jjp92@cornell.edu or (607) 255-9460.

When to Request an Exception

The following table outlines circumstances under which you might request an exception and the actions required under these circumstances:

Exception Requested Supplier Exception Ordering Requested? Action Required
Upgraded configuration Dell Yes Place order with Dell through e-SHOP by selecting the Systems tab from the Dell home page. Note: The Custom Configuration Systems tab may only be accessed by IT Service Group (ITSG) representatives or their designees.
Different brand Red Barn, Lenovo, Other Yes Purchase order
Different brand Hewlett Packard Yes Order through e-SHOP with special order quote
Different brand Apple No Order through e-SHOP with special order quote

 

Semimonthly On-Demand/On-Cycle Correction Form

Correct errors to a semimonthly employee's pay, process payments to terminated employees, or authorize overpayment deductions from an employee's check.

Biweekly On-Demand/On-Cycle Correction Form

Correct errors to a biweekly employee's pay, process payments to terminated employees, or authorize overpayment deductions from an employee's check.

Direct Debit/Non-Check Disbursement Request Form

Complete this form to request that a vendor receive a direct debit/non-check disbursement. This request must be approved by the appropriate business service center director and the university controller before it will be forwarded to Cash Management for processing. All documents must be sent via Cornell Secure File Transfer to the University Controller.

FICA Tax Refund Authorization

Complete this form to authorize Cornell University to refund the employee's share of FICA taxes (i.e., Medicare and Social Security taxes withheld). An employee who is exempt from FICA taxes and eligible for a FICA refund will be repaid or reimbursed to the extent that the taxes are refunded by the IRS. Exemption requirements must be met.

IMPORTANT: Employees who have been contacted by the university regarding a FICA refund, must submit this completed form within 45 days of the certified mailing date, or the employee will be considered to have refused to provide authorization.

Payroll Deduction Authorization Form

Authorize University Payroll to automatically deduct amounts from your paycheck, or change or terminate a deduction.

Amendment to Professional Services Agreement

Use this form to amend the original Professional Services Agreement (e.g., extend dates, revise scope of work).