Forms
Document Name
Description
Last Updated
Approval Queue Forms
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
Capital Equipment Forms
To report equipment with an original value of $10,000 or more ($5000 or more if purchased FY17 or prior) that has been lost, stolen or is missing.
11/01/2022
To move equipment with an original value of $10,000 or more ($5000 or more if purchased FY17 or prior) to an off-campus location.
11/01/2022
To declare as surplus a University capital equipment with an original value of $10,000 or more ($5000 or more if purchased FY17 or prior).
11/01/2022
To trade in University capital equipment with an original value of $10,000 or more ($5000 or more if purchased FY17 or prior).
11/01/2022
To transfer equipment with an original value of $10,000 or more from one building or ORG to another ($5000 or more if purchased FY17 or prior).
11/01/2022
To donate to non-profit agencies; original value of the asset under $10,000
($5000 if purchased FY17 or prior).
11/01/2022
Common IRS Tax Forms (Non payroll)
Request for Taxpayer Identification Number and Certification
Certificate of foreign status of beneficial owner for United States tax withholding and reporting (individuals).
Certificate of status of beneficial owner for United States tax withholding and reporting (entities).
Certificate of foreign person's claim that income is effectively connected with the conduct of a trade or business in the United States.
Certificate of foreign government or other foreign organization for United States tax withholding and reporting.
Certificate of foreign intermediary, foreign flow-through entity, or certain US branches of United States tax withholding and reporting.
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.
11/01/2022
Gifts, Prizes, and Awards
Request Tax Accountant approval for gift card purchases.
10/21/2021
Request compensation for participation in a confidential/anonymous study.
05/18/2018
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.
11/01/2022
To report cash and non-cash awards given to students.
11/01/2022
Gift card recipients, includes the full disclosure format for research participants.
08/15/2011
Gift card recipients, includes the full anonymous format for research participants.
08/15/2011
Form for participants in a confidential/anonymous research study.
08/09/2017
Journal Entry Forms
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 Forms
Petty Cash Forms
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.
11/01/2022
To change the custodian or alternate custodian for 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.
11/01/2022
