#  Forms and Reference Materials 

 



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- [Accounts Payable Forms and Exceptions Processes](https://internal.procurement.finance.harvard.edu/accounts-payable-forms) - Includes Deposit, Pre-Payment, Enclosure and Special Mailing Form, In Lieu of Invoice Form, Department of Homeland Security Form, Emergency Check Pickup
- [BER Vendor Type - B2 or WT Visa Holders Certification](https://iptc.oc.finance.harvard.edu/file_url/123)
- [Corporate Card Information and Application](https://internal.procurement.finance.harvard.edu/card-services)
- [Credit and Trade References](https://internal.procurement.finance.harvard.edu/resource/credit-and-trade-references)
- [Definition of Receipts](/file_url/376) - Guide to receipt requirements and examples.
- [Direct Deposit Form](https://finance.harvard.edu/resource/updateddirectdepositformpdf)
- [DUNS & Tax ID/EIN Number FAQ](/file_url/377) - When conducting business with Harvard University, outside organizations or vendors may request one or more identification numbers. These numbers may be called DUNs Numbers, Tax ID, TIN, EIN or FEIN and are used to formally identify Harvard as a legally-registered entity for tax exemption purposes or to validate Harvard’s financial stability for credit and loan applications. Use of any Harvard identification number is STRICTLY LIMITED to official Harvard business.
- Payroll - see [Central Payroll](https://oc.finance.harvard.edu/services/central-payroll)
- [PCard Information and Application](https://internal.procurement.finance.harvard.edu/purchasing-card)
- Tax Forms
    - [Federal Withholding W2](https://www.irs.gov/forms-pubs/about-form-w2)
    - [Massachusetts Withholding - M4](https://www.mass.gov/lists/dor-withholding-tax-forms)
    - [Harvard Tax Exempt Forms (including W-9, ST-2, ST-5, 501 (C) (3), etc.)](https://tax.oc.finance.harvard.edu/tax-forms)
- [Training Portal ](https://trainingportal.harvard.edu/Saba/Web_spf/NA1PRD0068/local)- Harvard Training Portal is the University’s system for compliance and professional development training.



 



 

 See also:- [ Accounting ](/policy-type/accounting)
- [ Payment ](/policy-type/payment)
- [ Tax ](/policy-type/tax)
- [ Travel and Reimbursements ](/policy-type/travel-and-reimbursements)
- [ General Business ](/policy-type/misc)