Financial Forms

Online Forms
Please note that most of the following forms are in PDF format with form fill-in capabilities. If you have the free Adobe Reader, you will be able to complete these forms online (or on your computer after saving a copy there) and print them out to be signed and submitted. Unless you have Adobe Acrobat software, you will be unable to save the completed form to your computer. However, you can save the blank form to your computer by opening it and selecting the Save button.

NOTE: ALWAYS DOWNLOAD THESE FILES TO YOUR COMPUTER. DO NOT FILL THEM OUT IN THE BROWSER OR CALCULATIONS WILL NOT WORK.

Administrative Guides to Financial Operations

• Accounts Payable
• Budget
• Federal Grants Manual
• Payroll
• Position Management
• Purchasing
• Service Agreements
• Student Activity Accounts
• Travel & Training
  

Instructional Materials Reimbursement

• Unit A & B Staff Members Instructional Materials Reimbursement
  • Unit A & B Paper Form (Not recommended - Reimbursements with paper form will take longer to process; Certify instructions above)
• Unit D Staff Members Instructional Materials Reimbursement

Payroll Payment Voucher Form

• Payment Voucher (Submit to Payroll Department)

Out-of-Pocket Expense Reimbursement Form (General)

• Reimbursement Request Form (Submit to Purchasing Department)

Travel Forms

• Travel & Training Administrative Guidelines
• Travel Requisition Form: Union | Non-Union
• Travel Expense Report: Google Sheet | Excel
• Mileage Regulations & Guidelines
• Mileage Reimbursement Log
• District-wide Mileage Chart

T Pass Info & Forms

• MBTA Payroll Deduction Enrollment Form
  • CEA Food Service Employees
  • Custodians and Security Employees
  • CEA Unit A/B/C/D and Non-Union Employees
• MBTA Reimbursement Form
  • CEA Unit C, D, E and Food Service Employees
  • Liaison Employees Only
  • Custodians and Security Employees
• Please email the Payroll Office for more information on MBTA Programs.

Service Agreement / Workshop Forms

• Guides & Training Videos
• (Effective 9/1/2023) Hourly Rates for Additional Compensation & Professional Development

Purchasing Forms

• Standard Requisition Form - FY24
• Standard Requisition Form - FY25
• Professional Services Requisition
• Professional Services Requisition Instructions
• W-9 Form

Tuition Reimbursement

• See HR Forms

Payroll Forms

• 403B Plan and Procedures
• Paraprofessional Substitute Attendance Form (pdf)
• Attendance Form for Hourly Aides: Additional Work Hours (xls)
• M-4P (Massachusetts Employee's Withholding Exemption Certificate)
• W-4
• NOVAtime:
  • Hourly Employee Instructions (pdf)
  • Salaried Employee Instructions (pdf)
  • School-based Timekeeper Instructions (pdf)
  • Supervisor Instructions (pdf)

Short-Term Leave of Absence Forms

• Short-term Leave of Absence Form
• Short-term Leave of Absence Chart

Sick Leave Bank Application Forms
View Forms >>

Student Activity Account Forms

• Fee Collection Form
• Deposit Form and Instructions
• Student Activity Tracking Form

Other Forms

• Participation Incentive Form