Business Office

Forms

Student Accounts
Document  File
Parent Access to Student Information Download
Request for Student’s or Borrower’s Taxpayer Identification Number and Certification (Substitute W-9S) Download

* NOTE - Please select “Student Accounts” from the left menu bar to access more forms and information about Student Accounts.

Students may review their account status through Web Advisor at my.southwestern.edu

Budget
Document FILE
Budget Adjustment Form  Download
Cash Purchases/Account Payable
Document FILE
Check Requisition (Revised) Download
Purchase Requisition (Revised)

Download

IRS W-9 Form Download
2024 Report of Business Expense Download
2023 Report of Business Expense Download

Texas Sales Tax Exemption Form

Download

TX Hotel Occupancy Tax Exemption Certificate

Download
Deposits/Cash Receipts
document FILE
Cash Fund Reconciliation Download
Cash Fund Replenishment Download
Fundraising Cash Form Download
Direct Deposit Form Download
Corporate Card
Document FILE
Corporate Card Enrollment Form Download
New Cardholder Training Guide - SmartData Download
No Receipt Form (pdf) Download
SmartData Quick Reference Guide Download
Grants and Proposals
DOCUMENT FILE

Campus Proposal Review Form

Federal Purchasing Checklist and Price Analysis

Download

Download

Payroll Forms
DOCUMENT FILE

For ALL staff and student payroll forms please see the Payroll section.

Monthly Staff Leave Reports
Direct Deposit Form
 Paper Timesheet
 Student Worker Paperwork
 Student Employee Hire List

See Payroll
Contracts
DOCUMENT FILE
Contract templates Contact Director of Contracts and Procurement, Erica Smith
Foreign Visitor Information Form Download
Form W-8BEN (for individuals) Download
Form W-8BEN-E (for entities) Download
Form 8233 Download