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Accounts Payable

Application for EIN Application for Employer Identification Number	PDF	8/27/2001
Application for ITIN Application for IRS Individual Taxpayer Identification Number	PDF	9/4/2001
Application for SSN Application for a Social Security Number	PDF	8/27/2001
Check/EFT Request Form To request certain direct payments to off campus vendors, individuals, etc., or to request employee reimbursements	PDF	3/5/2007
Check/EFT Request Form To request certain direct payments to off campus vendors, individuals, etc., or to request employee reimbursements	Excel	3/5/2007
Foreign National Tax Information Foreign national tax and immigration information needed for tax analysis	PDF	7/16/2001
Form 8233 Exemption from withholding on compensation for independent (and certain dependent) personal services of a non-resident alien individual	PDF	5/22/2002
Form 8233 Student Statements Student statements required for Form 8233	PDF	7/16/2001
Form 8233 Teacher/Researcher Statements Teacher/researchers statements required for Form 8233	PDF	7/16/2001
Form W-8BEN Certificate of foreign status of beneficial owner for United States tax withholding	PDF	9/4/2001
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	PDF	9/4/2001
Form W8-EXP Certificate of foreign government or other foreign organization for United States tax withholding	PDF	9/5/2001
Form W-8IMY Certificate of foreign intermediary, foreign flow-through entity, or certain U.S. branches for United States tax withholding	PDF	9/5/2001
Independent Contractor Agreement Must accompany any request for payment to individuals or unincorporated businesses for services rendered	Excel	6/14/2008
Independent Contractor Agreement Must accompany any request for payment to individuals or unincorporated businesses for services rendered	PDF	6/14/2008
Off-Cycle Check Request Form To request a check immediately, rather than through the overnight check process - $25 fee assessment due upon request	PDF	11/7/2007
Official Function Form To assure acceptable compliance with the Official Function guidelines, prior to payment or reimbursement	Word	6/27/2005
Official Function Form To assure acceptable compliance with the Official Function guidelines, prior to payment or reimbursement	PDF	6/27/2005
Personal Services Certification Form Include with Independent Contracts over $5,000 to ensure no displacement of classified employees	PDF	1/23/2003
Petty Cash Reconciliation To reconcile receipts and petty cash disbursements at year-end	PDF	6/11/2007
Residence Status Determination of residence status for tax withholding	PDF	7/31/2001
Standard Services Invoice To pay individuals for services rendered under $5,000, one lump sum payment, less than 6 months to complete the work	Word Form	6/14/2008
Standard Services Invoice To pay individuals for services rendered under $5,000, one lump sum payment, less than 6 months to complete the work	PDF	6/14/2008
Travel Expense Sheet Excel To document trip expenses and request reimbursement	Excel	1/10/2008
VISA Travel Card Application To obtain a corporate card for UNC employees traveling on official university business	PDF Form	6/22/2004
W9 - Request for Taxpayer ID No Vendor tax information request	PDF Form	9/17/2007
W9 Instructions- Request for Taxpayer ID No Vendor tax information request	PDF	9/17/2007

Budget Office

Budget Transfer/Adjustment Request Form Request form to transfer or adjust budget amounts	Excel	12/20/2007
Position Management Change Form - FY 07-08 Budget form used to adjust Position Management and Budget at the same time	Excel	12/20/2007
Proposed Base Transfer Request Form Permanent base budget transfer form	Excel	12/20/2007

Bursar's Office

Request to Establish a Petty Cash Fund	PDF	9/23/2004
Request to Increase a Petty Cash Fund	PDF	9/23/2004
Student Fee Waiver Request	PDF	7/13/2006

General Accounting Office

Banner Finance Security Request Form Banner Security Request Form Link	Word	7/20/2007
Capital Equipment Trade-In Form To trade-in University capital equipment	Word Template	12/5/2005
Capital Equipment Trade-In Form To trade-in University capital equipment	PDF	12/5/2005
Capital Equipment Transfer Form To transfer University capital equipment between locations	Word Template	12/5/2005
Capital Equipment Transfer Form To transfer uUiversity capital equipment between locations	PDF	3/1/2002
Declaration of Capital Equipment Surplus Form To declare University capital equipment as surplus	Word Template	12/5/2005
Declaration of Capital Equipment Surplus Form To declare University capital equipment as surplus	PDF	12/5/2005
Fund Request (Change) Form Request to open a new FOAPAL or request to change info within FOAPAL	Word	3/27/2008
Fund Request (Change) Form Request to open a new FOAPAL or request to change info within FOAPAL	PDF	3/27/2008
Journal Entry Request Form To transfer revenue and expense between FOAPALs or to make corrections	Excel	6/27/2005
Lost, Stolen, Mysterious Equipment Disappearance Form To report the loss of University property	Word Template	12/5/2005
Lost, Stolen, Mysterious Equipment Disappearance Form To report the loss of University property	PDF	12/5/2005
Off-campus Equipment Report Form To authorize the location or use of University owned equipment in a building or site not University owned/leased	Word Template	12/5/2005
Off-campus Equipment Report Form To authorize the location or use of University owned equipment in a building or site not University owned/leased	PDF	12/5/2005
Signature Authority Request To add or delete signature authority for specific individuals or FOAPALs	PDF	7/14/2005
State Surplus Property Form 276 Report Surplus State Property	PDF	3/31/2008

Payroll Office

Authorization Agreement for Automatic Deposits To setup direct deposit of payroll checks	PDF	8/31/2007
Banner Hourly Timesheet Banner Timesheet	Excel	2/9/2007
Classified Position\Employee Change Form Form required when filling/creating a classified position or requesting a desk audit for a classified position	Word Form	7/24/2006
Hiring Forms - University Aide Authorization for temporary appointments (University Aide)	PDF	7/24/2006
HR/Payroll Security Access To set up access to the HR/Payroll integrated module	PDF	3/5/2008
Labor Redistribution Labor Expense	Excel	2/27/2007
Leave Without Pay To request authorization for leave without pay	Word Form	12/12/2003
Non-Scheduled Payroll Check Request To request a non-scheduled payroll check - $45 fee assessment due upon request	PDF	7/13/2006
Personal Service Agreement Personal Service Agreement	Word	3/28/2007
Shift Diff--Overtime Timesheet Overtime	Word	3/8/2007
Student Salary Timesheet	Excel	3/7/2007
Technical\Professional Temporary Employee Contract Employee Contract form for work performed that does not meet the IRS common law test for independent contractors	PDF Form	7/24/2006
Termination/Retirement To be completed upon notification of resignation, retirement, or employee termination	PDF Form	7/24/2006
W2 - Reissue Request Request for duplicate Wage and Tax Statement (W-2)	PDF	9/24/2003
W4 - Employee Withholdings 2008	PDF Form	1/3/2008

Purchasing Services

Copier Evaluation Form Form for evaluating 3 competing copiers	PDF	12/15/2000
Copier Proposal Evaluation Form Initial copier evaluation form	PDF	12/15/2000
Grant Procurement Card Application Procurement card grant application form	PDF Form	10/28/2005
Juniper Valley Waiver Form and Procedures Required for the purchase of office furniture other than through Juniper Valley	PDF	10/13/2003
ProCard Department Manual Procurement card manual blank forms	PDF	12/15/2000
Procurement Card Application Procurement card cardholder account form	PDF Form	10/28/2005
Purchase Requisition Form for Banner Authorization form required to obtain a Purchase Order (PO) number - FOR BANNER FOAP	PDF	5/25/2005
RFP Boilerpate	PDF	10/30/2007
Sole Source Justification Complete when there is a simple item that will satisfy the procurement need and a single source of the item	DOC	12/12/2001
Sole Source Justification Complete when there is a simple item that will satisfy the procurement need and a single source of the item	PDF	12/12/2001
Standing Order Fiscal Year Transfer Form To transfer a purchase order from current year to next fiscal year	Word	5/22/2006
Standing Order Fiscal Year Transfer Form To transfer a purchase order from current year to next fiscal year	PDF	5/22/2006
Statement of No Conflict of Interest Statement verifying that an evaluation committee member does not have a conflict of interest in regards to the RFP	PDF	9/3/2003

Affirmative Action/Equal Employment Opportunity/Title IX Policy and Coordinator