Financial Services Forms, Alphabetical

 

Name Modified
Cell Phone Service and Equipment Stipend Form
To request reimbursement for work-related charges associated with the use of your personal cell phone service and equipment
5/30/2012
Check/EFT Request Form (MS Excel)
To request certain direct payments to off-campus vendors, individuals, etc., or to request employee reimbursements
1/31/2014
Check/EFT Request Form (PDF)
To request certain direct payments to off-campus vendors, individuals, etc., or to request employee reimbursements
1/14/2014
Copier Evaluation Form
Form for evaluating 3 competing copiers
12/15/2000
Copier Proposal Evaluation Form
Initial copier evaluation form
12/15/2000
Deposit Transmittal Form (MS Excel)
To deposit received funds into Banner FOAPs
3/16/2006
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 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
Independent Contractor Agreement (MS Word)
Contract to pay individuals for services rendered when amount is $5,000 or more
1/16/2014
Independent Contractor Agreement (PDF)
Contract to pay individuals for services rendered when amount is $5,000 or more
6/9/2014
Moving Expense Reimbursement Tax Worksheet for 2013 Tax Year (MS Excel)
To request reimbursement of employee moving expenses - 2013
12/21/2012
Moving Expense Reimbursement Tax Worksheet for 2014 Tax Year (MS Excel)
To request reimbursement of employee moving expenses - 2014
1/2/2014
Official Function Form
To request approval of expenditures for a University sponsored function or training event; completed prior to payment or reimbursement
7/14/2014
Performance Event Contract
University contract for performances and events
8/1/2013
Purchase Requisition Form
Authorization form required to obtain a Purchase Order (PO) number
8/17/2009
Sole Source Justification (MS Word)
Complete when there is a single item that will satisfy the procurement need and a single source of the item
12/12/2001
Special Check Request Form (MS Word)
To request a check immediately, rather than through the regular check process; a $25 fee is due upon request
3/3/2010
Standard Services Invoice (MS Word)
To pay individuals for services rendered when amount is less than $5,000
6/9/2014
Standard Services Invoice (PDF)
To pay individuals for services rendered when amount is less than $5,000
6/9/2014
Standing Order Fiscal Year Transfer Form (PDF)
To transfer a purchase order from current fiscal year to next fiscal year
5/16/2014
Statement of No Conflict of Interest
Statement verifying that an evaluation committee member does not have a conflict of interest in regards to an RFP
9/3/2003
Tax Notice to Participants in a Confidential/Anonymous Research Study 8/15/2011
Travel Authorization Form (MS Word) 1/1/14 mileage rate
To pre-authorize employee travel
4/24/2014
Travel Authorization Form (PDF) 1/1/14 mileage rate
To pre-authorize employee travel
2/28/2014
Travel Reimbursement Form (MS Excel) 1/1/14 mileage rate
To request reimbursement for mileage and expenses when the UNC Travel Card was not accepted by vendor
1/2/2014
Travel Reimbursement Form (PDF) 1/1/14 mileage rate
To request reimbursement for mileage and expenses when the UNC Travel Card was not accepted by vendor
1/2/2014
UNC Visa Card Application
Application for a UNC Visa card
8/13/2013
Vendor Direct Deposit Form - Accounts Payable (MS Word)
To set up direct deposit of vendor payments through Accounts Payable
4/1/2009
Vendor Direct Deposit Form - Accounts Payable (PDF)
To set up direct deposit of vendor payments through Accounts Payable
1/2/2014
Vendor Disclosure Statement (MS Word)
For use with Independent Contractor Agreement when services are performed outside of Colorado or the U.S.
10/1/2008
W9 - Request for Taxpayer ID No.
Vendor tax information request with instructions
1/2/2014