Carter Hall

Financial Services Forms, Alphabetical

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Name Modified
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
6/18/2014
Capital Equipment Surplus Form (MS Word)
To declare University capital equipment with a value of $5,000 or more as surplus
2/26/2014
Capital Equipment Trade-In Form (MS Word)
To trade in University capital equipment with a value of $5,000 or more
2/26/2014
Capital Equipment Transfer Form (MS Word)
To transfer between locations University capital equipment with a value of $5,000 or more
2/26/2014
Courtesy Car Report Form (MS Excel)
Required for individuals reporting personal use of courtesy vehicles
5/28/2014
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
Employment Candidate Search Expenses
Costs associated with locating and securing new employees
7/26/2013
Equipment or Supplies Donation to Non-Profit Agencies, Original Value of the Asset under $5,000 2/26/2014
Financial Manager Request (MS Excel)
To change the Financial Manager on a Fund/Org
3/18/2014
Financial Manager Request
To change the Financial Manager on a Fund/Org
3/18/2014
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 or change an existing FUND
6/12/2013
Fund Request (Change) Form
Request to open a new FUND or change an existing FUND
6/12/2013
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 In Kind Acceptance Form
Gifts in Kind are a gift of monetary or tangible value (though no money) given to the University.
5/29/2014
Gifts, Prizes or Awards Recipient Information Form
To report cash and non-cash awards given to employees and non-employees
4/27/2012
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
2/26/2014
Moving Expense Reimbursement Instructions and Information
How to use the forms to request reimbursement of moving expenses
7/26/2013
Moving Expense Tax Worksheet Combined for 2013 Tax Year (MS Excel)
To request reimbursement of employee moving expenses - 2013
7/26/2013
Moving Expense Tax Worksheet for 2013 Tax Year
To request reimbursement of employee moving expenses - 2013
7/26/2013
Moving Expense Tax Worksheet Combined for 2014 Tax Year (MS Excel)
To request reimbursement of employee moving expenses - 2014
12/26/2013
Moving Expense Tax Worksheet for 2014 Tax Year
To request reimbursement of employee moving expenses - 2014
12/26/2013
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
2/26/2014
Official Function Form
To request approval of expenditures for a University sponsored function or training event; completed prior to payment or reimbursement
2/4/2013
ORG Request (Change) Form (MS Word)
Request to open a new ORG or change an existing ORG
6/12/2013
ORG Request (Change) Form
Request to open a new ORG or change an existing ORG
6/12/2013
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
Petty Cash Reconciliation
To reconcile petty cash disbursements when a replenishment of funds is needed and at year-end
9/9/2009
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
Student Fee Waiver Request (MS Word)
5/28/2013
Tax Notice to Participants in a Confidential/Anonymous Research Study 8/15/2011