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Financial Services Forms, Alphabetical

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Name	Modified
Affidavit of Lost Check - Business Entity To report a lost, stolen or destroyed check and request a reissue	12/9/2009
Affidavit of Lost Check - Individual To report a lost, stolen or destroyed check and request a reissue	12/9/2009
Application for EIN Application for Employer Identification Number	1/1/2010
Application for ITIN Application for IRS Individual Taxpayer Identification Number	1/1/2010
Application for SSN Application for a Social Security Number	8/1/2009
Approval Queue Authorization Form To establish individuals who are authorized to approve financial transactions for Banner Funds/Orgs	7/12/2010
Capital Equipment Surplus Form (MS Word) To declare University capital equipment with a value of $5,000 or more as surplus	2/17/2010
Capital Equipment Surplus Form To declare University capital equipment with a value of $5,000 or more as surplus	2/17/2010
Capital Equipment Trade-In Form (MS Word) To trade in University capital equipment with a value of $5,000 or more	2/17/2010
Capital Equipment Trade-In Form To trade in University capital equipment with a value of $5,000 or more	2/17/2010
Capital Equipment Transfer Form (MS Word) To transfer between locations University capital equipment with a value of $5,000 or more	2/17/2010
Capital Equipment Transfer Form To transfer between locations University capital equipment with a value of $5,000 or more	2/17/2010
Check/EFT Request Form (MS Excel) To request certain direct payments to off-campus vendors, individuals, etc., or to request employee reimbursements	6/20/2011
Check/EFT Request Form To request certain direct payments to off-campus vendors, individuals, etc., or to request employee reimbursements	6/20/2011
Colorado Correctional Industries Waiver Form and Procedures (MS Word) Required for the purchase of office furniture from a vendor other than Colorado Correctional Industries	7/1/2009
Copier Evaluation Form Form for evaluating 3 competing copiers	12/15/2000
Copier Proposal Evaluation Form Initial copier evaluation form	12/15/2000
Deposit Transmittal Form (MS Excel) To deposit received funds into Banner FOAPs	3/16/2006
Deposit Transmittal Form To deposit received funds into Banner FOAPs	3/16/2006
Disclosure of Compensation Required for individuals performing services for a PERA employer as an independent contractor or through an affiliated party; includes information on working for an affiliated party	2/1/2011
Financial Manager Request (MS Excel) To change the Financial Manager on a Fund/Org	12/20/2010
Financial Manager Request To change the Financial Manager on a Fund/Org	12/20/2010
Form 8233 Exemption from withholding on compensation for independent (and certain dependent) personal services of a non-resident alien individual	3/1/2009
Form 8233 Instructions Student statements required for Form 8233	3/1/2009
Form 8233 Teacher/Researcher Statements Teacher/researcher statements required for Form 8233	7/16/2001
Form W-8BEN Certificate of foreign status of beneficial owner for United States tax withholding	2/1/2006
Form W-8ECI Certificate of foreign person's claim for exemption from withholding on income effectively connected with the conduct of a trade or business in the United States	2/1/2006
Form W8-EXP Certificate of foreign government or other foreign organization for United States tax withholding	2/1/2006
Form W-8IMY Certificate of foreign intermediary, foreign flow-through entity, or certain U.S. branches for United States tax withholding	2/1/2006
Fund Request (Change) Form (MS Word) Request to open a new Fund/Org or change an existing Fund/Org	12/20/2010
Fund Request (Change) Form Request to open a new Fund/Org or change an existing Fund/Org	12/20/2010
Gift Card Purchase Waiver Request Request Controller approval for gift card purchases	8/15/2011
Gift Card Purchase Waiver (Research Participants ONLY) Request compensation for participation in a confidential / anonymous study	8/15/2011
Gifts, Prizes or Awards Recipient Information Form To report cash and non-cash awards given to employees and non-employees	4/27/2012
Independent Contractor Agreement (MS Word) Contract to pay individuals for services rendered when amount is $5,000 or more, or paid in multiple payments, or contract term is greater than 6 months	1/14/2011
Independent Contractor Agreement Contract to pay individuals for services rendered when amount is $5,000 or more, or paid in multiple payments or contract term is greater than 6 months	1/14/2011
Journal Entry - Banner Fupload (MS Excel) Automated journal entry for Banner upload process; used to transfer revenue and expense between FOAPs or to make corrections	2/27/2009
Journal Entry - Banner Non-Mandatory Transfer (MS Excel) To process non-mandatory transfers between funds. Form includes the one-time budget transfer (BD04) and the actual transfer journal entry (FT01).	7/1/2011
Journal Entry Request Form (MS Excel) To transfer revenue and expense between FOAPs or to make corrections	6/27/2005
Lost, Stolen or Missing Equipment Form (MS Word) To report the loss of University equipment and/or property with a value of $5,000 or more	2/17/2010
Lost, Stolen or Missing Equipment Form To report the loss of University equipment and/or property with a value of $5,000 or more	2/17/2010
Moving Expense Reimbursement Tax Worksheet for 2012 Tax Year (MS Excel) To request reimbursement of employee moving expenses - 2012	2/1/2012
Moving Expense Reimbursement Tax Worksheet for 2012 Tax Year To request reimbursement of employee moving expenses - 2012	2/1/2012
Off Campus Equipment Form (MS Word) To authorize the relocation or use of University owned equipment with a value of $5,000 or more at a building or site not University owned/leased	2/17/2010
Off Campus Equipment Form To authorize the relocation or use of University owned equipment with a value of $5,000 or more at a building or site not University owned/leased	2/17/2010
Official Function Form To request approval of expenditures for a University sponsored function or training event; completed prior to payment or reimbursement	3/2/2011
Participant Disbursement Log (MS Excel) Gift card recipients, includes both the full disclosure format and anonymous format for research participants	8/15/2011
Payment from Petty Cash To document payment from a petty cash fund when funds are advanced or a receipt is not provided	9/9/2009
Performance Event Contract University contract for performances and events	10/11/2011
Personal Services Classification Analysis Employee vs. independent contractor analysis; must accompany Independent Contractor Agreement	7/26/2010
Petty Cash Reconciliation To reconcile petty cash disbursements when a replenishment of funds is needed and at year-end	9/9/2009
Purchase Requisition Form Authorization form required to obtain a Purchase Order (PO) number	8/17/2009
Request to Change Petty Cash Fund Custodian To change the custodian or alternate custodian for a petty cash fund	9/9/2009
Request to Establish a Petty Cash Fund To establish a petty cash fund	9/9/2009
Request to Increase a Petty Cash Fund To request an increase in a petty cash fund	9/9/2009
Residence Status Determination of residence status for tax withholding	7/31/2001
Sole Source Justification (MS Word) Complete when there is a single item that will satisfy the procurement need and a single source of the item	12/12/2001
Sole Source Justification Complete when there is a single item that will satisfy the procurement need and a single source of the item	12/12/2001
Special Check Request Form (MS Word) To request a check immediately, rather than through the regular check process; a $25 fee is due upon request	3/3/2010
Standard Services Invoice (MS Word) To pay individuals for services rendered when amount is less than $5,000, and payment is made in one lump sum payment, and contract period is less than 6 months	1/14/2011
Standard Services Invoice To pay individuals for services rendered when amount is less than $5,000, and payment is made in one lump sum payment, and contract period is less than 6 months	1/14/2011
Standing Order Fiscal Year Transfer Form (MS Word) To transfer a purchase order from current fiscal year to next fiscal year	5/4/2012
Standing Order Fiscal Year Transfer Form To transfer a purchase order from current fiscal year to next fiscal year	5/4/2012
State Surplus Property Form 276 To report surplus State property	9/16/2010
Statement of No Conflict of Interest Statement verifying that an evaluation committee member does not have a conflict of interest in regards to an RFP	9/3/2003
Student Fee Waiver Request (MS Word)	8/10/2009
Tax Notice to Participants in a Confidential/Anonymous Research Study	8/15/2011
Travel Authorization Form (MS Word) To pre-authorize employee travel	5/9/2012
Travel Expense Sheet (Long Form) (MS Excel) To document trip expenses and request reimbursement	11/16/2011
Travel Reimbursement Form (MS Excel) To request reimbursement for mileage and expenses when the UNC Travel Card was not accepted by vendor	11/3/2011
UNC Visa Card Application Application for a UNC Visa card	10/24/2011
UNC Visa Card Application - Grants Applicaton for a UNC Visa card - grant funds only	10/24/2011
Vendor Direct Deposit Form - Accounts Payable (MS Word) To set up direct deposit of vendor payments through Accounts Payable	4/1/2009
Vendor Disclosure Statement (MS Word) For use with Independent Contractor Agreement when services are performed outside of Colorado or the U.S.	10/1/2008
W9 - Request for Taxpayer ID No. Vendor tax information request with instructions	1/23/2012