Forms

 Document Name

Description
Last Updated

Application for Employer Identification Number.

Linked directly to IRS website for most current version of documents.

Application for IRS Individual Taxpayer Identification Number.

Linked directly to IRS website for most current version of documents.

Application for Social Security Number.

Linked directly to IRS website for most current version of documents.

To establish individuals who are authorized to approve financial transactions for Banner Funds/Orgs.

02/24/2016

To change multiple approval queues by deleting or adding one approver.

09/20/2016

To report equipment with an original value of $5000 or more that has been lost, stolen or is missing.

07/17/2017 

To move equipment with an original value of $5000 or more to an off-campus location.

 07/17/2017

To declare as surplus a University capital equipment with an original value of $5000 or more.

07/17/2017

To trade in University capital equipment with an original value of $5000 or more.

07/17/2017

To transfer equipment with an original value of $5000 or more from one building or ORG to another.

 07/17/2017

Required for individuals reporting personal use of courtesy vehicles.
05/28/2014
Authorization agreement for automated deposits.
02/22/2017

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.

Linked directly to PERA website for most current version of documents.

To donate to non-profit agencies; original value of the asset under $5000.

07/17/2017

To change the financial manager on a Fund/Org.

07/17/2017

Certificate of foreign status of beneficial owner for United States tax withholding and reporting (individuals).

Linked directly to IRS website for most current version of documents.

Certificate of status of beneficial owner for United States tax withholding and reporting (entities).

Linked directly to IRS website for most current version of documents.

Certificate of foreign person's claim that income is effectively connected with the conduct of a trade or business in the United States.

Linked directly to IRS website for most current version of documents.

Certificate of foreign government or other foreign organization for United States tax withholding and reporting.

Linked directly to IRS website for most current version of documents.

Certificate of foreign intermediary, foreign flow-through entity, or certain US branches of United States tax withholding and reporting.

Linked directly to IRS website for most current version of documents.

Request to open a new FUND or change an existing FUND.

07/17/2017

Request Controller approval for gift card purchases.

08/15/2011

Request compensation for participation in a confidential/anonymous study.

10/05/2017

Gifts in Kind are a gift of monetary or tangible value (though no money) given to the University.

07/19/2017

To report cash and non-cash awards given to employees and non-employees.

05/02/2016

Journal entry used to transfer revenue and expense between FOAPs or make corrections.

 07/08/2016

Automated journal entry for Banner upload process; used to transfer revenue and expense between FOAPs or make corrections.

07/08/2016

To process non-mandatory transfers between funds.

08/09/2017

Moving Expense Tax Worksheet for 2017 Excel or PDF

Moving Expense Instructions PDF

To request reimbursement of employee moving expenses for 2017.

07/20/2017

Request to open a new ORG or change an existing ORG.

07/17/2017

Participant Disbursement Log

Regular Study
Anonymous Study

Gift card recipients, includes both the full disclosure format and anonymous format for research participants.

08/15/2011

To document payment from a petty cash fund when funds are advanced or a receipt is not provided.

09/09/2009

To reconcile petty cash disbursements when a replenishment of funds is needed and at year-end.

09/09/2009

To change the custodian or alternate custodian for a petty cash fund.

09/09/2009

To establish a petty cash fund.

09/09/2009

To request an increase in a petty cash fund.

09/09/2009

Form to deposit petty cash/change fund monies into your FOAP and to close a petty cash/change fund.

10/03/2016

Determination of residence status for tax withholding.

 07/31/2001

Form for participants in a confidential/anonymous research study.

08/09/2017