This section contains forms and documents your student group will need to complete various types of transactions for events and activities. Each document includes a brief description of its function and purpose.
| Document | Purpose |
|---|---|
| Cash Advance Form | Use this form to request a cash or travel advance |
| Certificate of Insurance (Sample) | Provide this sample certificate of insurance (COI) to vendors as an example of our minimum coverage requirements per our professional services guide |
| Columbia University W-9/Taxpayer Identification | Provide this form to vendors upon request for verification of Columbia's 501(c)(3) status |
| Deposit Form | Use this form to deposit cash, checks, and wire transfers into your student group or administrative unit's account |
| FY26 Student Group Budget Worksheet | Use this form to track Student Group expenses. |
| Gift/Prize Recipient Form | Complete this form after you purchase any gifts, prizes or awards |
| Hertz Damage Report Form | Use this form to report damage to a rental vehicle |
| How to Read Overdraft-Fund Balance Reports | Use this guide to help you understand overdraft-fund balance reports |
| Independent Contractor Certification | Provide this form to independent contractors per our professional services guide |
| Lerner Hall Guest List Template | Submit this guest list to your adviser no later than two days prior to your event. Please check in with your adviser regarding vaccination requirements for guests. |
| Licensed Promotional Vendors | Refer to this list to find approved vendors for promotional product purchases |
| List of Master Service Agreements | Refer to this list for approved venues as you plan your student group event |
| Performance Agreement | Complete this form when you wish to hire a performer (individuals only) |
| Petty Cash Request Form | Use this form to request a cash bag for your fundraising event |
| Release Agreement | Provide this form to service providers per our professional services guide |
| Scope of Work | Complete this form per our professional services guide |
| Speaker Agreement | Use this form when you wish to hire a speaker |
| Student P-Card Form | Use this form as a cover sheet to reconcile your P-Card |
| Student Photography Release | Use this release form if you are a member of a photography organization on campus per our professional services guide |
| Tax Exemption Certificate (New York) | Provide this form to vendors per Columbia's tax exemption requirements |
| Travel Agreement Form for Minors | Upload this form with your domestic travel form submission (for students under 18 at time of departure) |
| USL Preferred Vendors List | Refer to this list to find vendors who accept purchase request forms as payment |
