| Auto Loss Reporting Form |
Form |
Use for requests related to Auto Loss Reporting. Please note: This form requires login. |
Insurance |
| Cash Management Assistance Form |
Form |
Use this web form for requests related to Claim Receipts, or Bank Supply Requests. Please note: This form requires login.
|
Cash Management |
| Certificate of Insurance Request Form |
Form |
Use for requests related to Certificate of Insurance Request. Please note: This form requires login.
|
Insurance |
| Determination of Independent Contractor Status Form (HR-5) |
Form |
Use this form to document the determination of independent contractor status. This form should only be completed to justify Independent Contractor Status. |
|
| Electronic Deposits Form |
Form |
Use for requests related to: Receivables Direct Deposit, Payroll Direct Deposit Reversal, Student Direct Deposit Reversal, or Return to Sender. Please note: This form requires login.
|
Cash Management |
| Employee Administration FICA Requests Misc. Page in Peoplesoft Form |
Form |
Use for requests related to FICA Requests Misc. Page in Peoplesoft. Please note: This form requires login. |
Tax and Compliance |
| Employee Administration Treaty Requests Form |
Form |
Use for requests related to Tax Setup in PS Questions (based on Sprintax), Retroactive Clause, Resident Alien on Treaty, or Custom Treaty. Please note: This form requires login. |
Tax and Compliance |
| General Liability Claims and Incident Reporting Form |
Form |
Use for requests related to General Liability Claims and Incident Reporting. Please note: This form requires login.
|
Insurance |
| General Sales Tax Assistance |
Form |
Use for requests related to Room occupancy tax, Tax Exempt items, Taxable items, or Tax Exempt Certificates
|
Tax and Compliance |
| Insurance Claims History Request Form |
Form |
Use for requests related to Insurance Claims History Request.
|
Insurance |
| Operations-related Requests Form |
Form |
Use for requests related to Chartfield Update, Transaction Research/Customer Support, Refund (credit request of any type), Disposal of Damaged or Outdated POS Terminals, POS Equipment Order, or PCI Training. Please note: This form requires login.
|
Merchant Services |
| Other - Request of the Treasurer's Office |
Form |
Use for requests that are not related to one of the other areas and specific form options available to request assistance from the Office of the Treasury. |
Treasury |
| Other Insurance Question or Request |
Form |
Use for requests that are not related to one of the other specific insurance form options available to request assistance from the Office of the Treasury. |
Insurance |
| Payment Inquiries & Requests Form |
Form |
Use for requests related to: Status - Electronic Payment, Status - Check Payment, Status - Wire Payment, Electronic Payment Enrollment, Fraudulent Check Claim, or Check Copy (request a copy of a cashed check).
|
Cash Management |
| Payment Stops Form |
Form |
Use for requests related to Check Stop, Electronic Stop, or Payroll Stop. Please note: This form requires login.
|
Cash Management |
| Peoplesoft Employee Administration Requests - General Tax Panel Setup Form |
Form |
Use for requests related to General Tax Panel Setup, UMPAY502 Questions, Sprintax - Peoplesoft Immigration Status Misalignment, Sprintax - Peoplesoft Residency Status Misalignment, Sprintax - Peoplesoft SSN Misalignment, or Sprintax - Peoplesoft Active/Inactive Status Misalignment. Please note: This form requires login.
|
Tax and Compliance |
| Payment Stops Form |
Form |
Use for requests related to Reissue Stale Payments. Please note: This form requires login.
|
Cash Management |
| Risk-related Requests Form |
Form |
Use for requests related to Security Incident, Carding Incident, Skimming Incident, Submitting a PCI Scan, Password Resets or Password Lockouts, Add/Delete User, Cyberkey Update, or New Merchant ID. Please note: This form requires login. |
Merchant Services |
| Sprintax Calculus Administration Requests Form |
Form |
Use for requests related to Can't Find Person in Sprintax, Transfer Record Across Campuses, Profile Questions, Sprintax Performance Issues, or Admin Reset MFA. Please note: This form requires login. |
Tax and Compliance |
| Sprintax Nonresident Alien Tax Compliance System - Forms |
Form |
Use for requests related to 1040-NR/8843 Tax Form Preparation Assistance |
Tax and Compliance |
| Sprintax Nonresident Alien Tax Compliance System - Login |
Form |
Use for requests related to Login or Multi-factor Authentication Assistance
|
Tax and Compliance |
| Sprintax Nonresident Alien Tax Compliance System - Profile |
Form |
Use for requests related to Profile Assistance
|
Tax and Compliance |
| Supplier and Supplier Tax-related Requests Form |
Form |
Use for requests related to Chartfield Update, Transaction Research/Customer Support, Refund (credit request of any type), Disposal of Damaged or Outdated POS Terminals, POS Equipment Order, or PCI Training. Please note: This form requires login.
|
Tax and Compliance |
| Tax and Other Froms Provided to UMass |
Form |
Use for requests related to 8233, W-8BEN, W-4/M-4, I-94, Passport, I-20/DS-2019, Current Visa, Tax Summary, Honoria Statement, or other forms provided to UMass
|
Tax and Compliance |
| Tax Forms UMass Produces Form |
Form |
Use for requests related to 1042-S, or 1098-T.
|
Tax and Compliance |
