Carter Hall

Financial Services Forms by Department

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Budget Office Forms

   
   

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Bursar's Office Forms

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
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
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

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General Accounting Forms

Approval Queue Authorization Form (Single Approval Queue)
To establish individuals who are authorized to approve financial transactions for Banner Funds/Orgs
02/24/2016
Approval Queue Authorization Form (Mass Request of 10 or more existing queues) To change 10 or more approval queues by deleting or adding one approver. 02/24/2016
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 to report personal use of coutesy vehicles
5/2/2014
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 Asset Under $5,000 (MS Word) 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
FUND Request (Change) Form (MS Word)
Request to open a new FUND or change an existing FUND
6/12/2013
Form 8233
Exemption from withholding on compensation for independent (and certain dependent) personal services of a non-resident alien individual
5/2/2016
Form 8233 Instructions
Student statements required for Form 8233
5/2/2016
Form 8233 Teacher/Researcher Statements
Teacher/researcher statements required for Form 8233
5/2/2016
Form W-8BEN
Certificate of foreign status of beneficial owner for United States tax withholding and reporting (individuals)
52/2016
Form W-8BEN-E
Certificate of status of Beneficial owner for United States Tax Withholding and reporting (entities)
5/2/2016
Form W-8ECI
Certificate of foreign person's claim that income is effectively connected with the conduct of a trade or business in the United States
5/2/2016
Form W8-EXP
Certificate of foreign government or other foreign organization for United States tax withholding and reporting
5/2/2016
Form W-8IMY
Certificate of foreign intermediary, foreign flow-through entity, or certain U.S. branches for United States tax withholding and reporting
5/2/2016
FUND Request (Change) Form
Request to open a new FUND or change an existing FUND
6/12/2013
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
12/30/2014
Journal Entry - Banner Fupload (MS Excel)
Journal entry for Banner automated upload process; used to transfer revenue and expense between FOAPs or to make corrections
3/4/2016
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
3/4/2016
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 Instructions and Information
How to use the forms to request reimbursement of moving expenses
1/16/2015
Moving Expense Tax Worksheet 2016 Tax Year (MS Excel)
To request reimbursement of employee moving expenses - 2016
1/5/2016
Moving Expense Tax Worksheet 2016 Tax Year
To request reimbursement of employee moving expenses - 2016
1/5/2016
Moving Expense Tax Worksheet 2015 Tax Year (MS Excel)
To request reimbursement of employee moving expenses - 2015
1/16/2015
Moving Expense Tax Worksheet 2015 Tax Year
To request reimbursement of employee moving expenses - 2015
1/16/2015
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
ORG Request (Change) Form (MS Word)
Request to open a new ORG or change an existing ORG
9/23/2014
ORG Request (Change) Form
Request to open a new ORG or change an existing ORG
9/23/2014
Student Employment Application Form 10/19/2015

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