Financial Services

Deficit Cash
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Name
Format
 
Modified
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
Cash and Non-Cash Awards Worksheet
To report cash and non-cash awards given to employees and non-employees

Excel
7/9/2009
Check/EFT Request Form
To request certain direct payments to off campus vendors, individuals, etc., or to request employee reimbursements

Excel
9/3/2009
Check/EFT Request Form
To request certain direct payments to off campus vendors, individuals, etc., or to request employee reimbursements

PDF
9/3/2009
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
Contract to pay individuals for services rendered when amount is $5,000 or more, or paid in multiple payments, or term is greater than 6 months.

Word
2/5/2009
Independent Contractor Agreement
Contract to pay individuals for services rendered when amount is $5,000 or more, or paid in multiple payments or term is greater than 6 months..

PDF
2/5/2009
Off-Cycle Check Request Form
To request a check immediately, rather than through the regular check process - $25 fee assessment due upon request

Word
12/1/2008
Official Function Form
To assure acceptable compliance with the Official Function guidelines, prior to payment or reimbursement

PDF
11/17/2008
Personal Services Classification Analysis
Employee vs. independent contractor analysis. Must accompany Independent Contractor Agreement.

PDF
2/5/2009
Petty Cash Reconciliation
To reconcile petty cash disbursements when a replenishment of funds is needed and at year-end

PDF
9/9/2009
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
2/5/2009
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
2/5/2009
Travel Authorization Form
Used for pre-authorization of employee travel

Word
9/3/2009
Travel Expense Sheet
To document trip expenses and request reimbursement

Excel
1/8/2009
Travel Expense Sheet - Electronic
E-mail reimbursement request used ONLY for One-Day, In-State Travel, Mileage Only (Do not print form; e-mail to FOAPA approver)

Excel
10/19/2009
Vendor Direct Deposit Form - Accounts Payable
To set up direct deposit of vendor payments through Accounts Payable

Word
4/1/2009
Vendor Disclosure Statement
For use with Independent Contractor Agreement when services are performed outside of Colorado or the US

Word
10/1/2008
VISA Travel Card Application
To obtain a corporate card for UNC employees traveling on official university business

PDF
6/22/2004
W9 - Request for Taxpayer ID No
Vendor tax information request

PDF
9/17/2007
W9 Instructions- Request for Taxpayer ID No
Vendor tax information request

PDF
9/17/2007

 

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Date Site last modified: September 15, 2006
Contact for this page: Vickki Klingman
Technical contact: Ronna Johnston

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