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Financial Services Forms by Department

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Accounts Payable
Budget Office
Bursar's Office
General Accounting
Purchasing and Contracts
UNC Visa Card

Accounts Payable Forms

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
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
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
Gift Card Purchase Waiver Request Request Controller approval for gift card purchases	8/15/2011
Gift Card Purhcase 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
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
Participant Disbursement Log (MS Excel) Gift card recipients, includes both the full disclosure format and anonymous format for research participants	8/15/2011
Petty Cash Reconciliation To reconcile petty cash disbursements when a replenishment of funds is needed and at year-end	9/9/2009
Residence Status Determination of residence status for tax withholding	7/31/2001
Tax Notice to Participants in a Confidential/Anonymous Research Study	8/15/2011

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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
Student Fee Waiver Request (MS Word)	10/10/2012

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General Accounting Forms

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
Financial Manager Request (MS Excel) To change the Financial Manager on a Fund/Org	12/31/2009
Financial Manager Request To change the Financial Manager on a Fund/Org	12/31/2009
FUND Request (Change) Form (MS Word) Request to open a new FUND or change an existing FUND	6/2/2010
FUND Request (Change) Form Request to open a new FUND or change an existing FUND	6/2/2010
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	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 2013 Tax Year (MS Excel) To request reimbursement of employee moving expenses - 2013	12/21/2012
Moving Expense Reimbursement Tax Worksheet 2013 Tax Year To request reimbursement of employee moving expenses - 2013	12/21/2012
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
ORG Request (Change) Form (MS Word) Request to open a new ORG or change an existing ORG	2/18/2013
ORG Request (Change) Form Request to open a new ORG or change an existing ORG	2/18/2013
State Surplus Property Form 276 To report surplus State property	9/16/2010

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