SOFO Forms

Check Advance Reconciliations Form

Check Advance Reconciliations Form (pdf) 

  • Used after the money from a check advance is used for its specific purpose.
Contracts

Contracts 

  • Northwestern University Contract Agreement  
    • Generic contract used for payments for individual services, company services, or rentals.
    • Any payments that involve terms and conditions are considered a contract.
  • Northwestern University Contract Rider
    • An attachment to the original contract that clarifies the additional terms of the agreement.
    • Only needed if the event will be on campus, and is used for Northwestern University specific terms.

Payments to Individuals will also need:

  • Blank W-9 Tax Form - (For individuals NOT employed by the University)
    • This form is needed for tax purposes, for individuals who are NOT employed by NOrthwestern University.
    • Must be signed within the current calendar year.
  • University Employee Additional Pay Form - (For individuals employed by the University)
    • This form is used for payments made to individuals that are currently employed with Northwestern University.
    • The amount recorded on this form will be subject to tax.  If you have questions please contact SOFO at sofo@northwestern.edu
Event Planning Form (for Grad groups)
Petty Cash Pay-out Form

Petty Cash Pay-out Form (pdf)

  • Used for reimbursement requests under $30.
Motor Pool Form
Motor Pool Form (pdf)
Void Check Request
Void Check Request (pdf)
  • Used to void a check issued from group's account.
Policy Exception Form
CHANGE OF ADVISOR FORM

Change of Advisor Form (pdf)

  • Used to change your groups advisor with SOFO.
ACCOUNT RECONCILIATION FORM

Account Reconciliation Form (pdf)

  • Used to reconcile group accounts at the end of each quarter.
LEDGER WORKSHEET
Ledger Worksheet (pdf)
  • Used to record all the group's transactions.