• Lodging Over-The-Max Travel Request (F87933) (NEW)

New York State Travel Forms

• Authorization for Travel (requires login to Self Serve)
• Employee Report of Travel Expense
• How to Complete a Travel Authorization
• Missing Receipt Documentation
• Rental Vs. Own Car Driving Calculator
• Standard Voucher
• Standard Voucher Example
• Statement of Automobile Travel
• Travel Card Application
• Travel Card Statement Reconciliation

Tax Exemption Certification

Tax exempt forms should be used whenever goods or services are purchased while on official business in New York State. Present the tax exempt form at the time of purchase and be prepared to show identification—your SUNY Card is sufficient.

• NYS Tax Exemption Certificate

Research Foundation of SUNY Forms

• Research Foundation Tax Exempt Form (New York State)
• Research Foundation Tax Exempt Form (Florida)
• Research Foundation Tax Exempt Form (New Jersey)
• Research Foundation Tax Exempt Form (Massachusetts)
• Research Foundation Tax Exempt Form (Tennessee) (uses NYS Form)
• Research Foundation ACH Payment Enrollment Form

Non-Employee Travel

• Candidate or Speaker Travel Policy
• Claim for Travel Reimbursement by a Non-Employee
• Submitted Form W-9
  • The Substitute W9 needs to be filled out as follows:
    
    • Legal Business Name: your name
    • Leave Blank
    • Entity Type: check Individual Sole Proprietor

  • Part 2: Check Social Security No. (SSN) and then enter your social security number in the boxes

  • Part 3: Physical Address should be your home address and Remittance address should be the same

  • Part 4: Check I am not subject to backup withholdings

  • Sign form, enter your title, date, phone number and email address.

• Non-Employee Travel (NET) Card Program
• State University of New York NET Credit Card Agreement
• SUNY Upstate Net Card Log