Forms

This page contains commonly used financial forms that may require Adobe Reader, Microsoft Excel or Microsoft Word to open and use.

Students & Parents

Expense Reimbursements
Purchases & Supplier Payments
Payroll Services

Payroll Services
NC-4 Employee’s Withholding Allowance Certificate
W-2 Instructions
W-4 Federal Withholding
Direct Deposit Form

Asset Management
Cash and Investments
Department Budgeting
Financial Reporting
Foreign Visitors
Grants & Awards Management
Insurance & Risk Management
Invoices & Reimbursements
Payroll Services
Procuring Goods & Services
Project Management
Travel
University P-Card

Asset Management
Departmental Property Administrator Authority Form
Fixed Asset Update Form
Bill of Sale
Fixed Asset Addition Checklist
Fixed Asset Replacement Form
Equipment Loan Authorization Form
Equipment Location Record

Cash and Investments
Cash Fund Action Form
Cash Fund Fiduciary Change Form
Missing Receipt Affidavit
Petty Cash Reconciliation
Petty Cash Replenishment Request Form

Department Budgeting
FY14 Construction, Renovation & Renewal Request Form
FY14 Internal Fees Request Form

Financial Reporting
Journal Entry Template
Account Reconciliation Format
Travel and Entertainment Expense Form
Expenditure Voucher Form
Deposit Accruals
Deposit Revenue
Purchasing Requisition

Foreign Visitors
W-2 Instructions
W-4 Federal Withholding
IRS form SS-8
Form 8843
NC-4 Employee’s Withholding Allowance Certificate
NC-4 Instructions

Payroll Services
NC-4 Employee’s Withholding Allowance Certificate
NC-4 Instructions
W-2 Instructions
W-4 Federal Withholding
Direct Deposit Form
Monthly Business Mileage Log
IRS form SS-8: Determination of Worker Status for Federal Employment Taxes & Income Tax Withholding
Foreign National Information Form

Project Management
Project Summary Request form

Travel
Travel Advance Form
Travel and Entertainment Expense Form (for travel prior to 2/18/13)
Departmental Expenditures Authorization Form
Family and Guest Travel Form
W-8BEN Certificate of Foreign Status
W-8BEN Instructions
Missing Receipt Affidavit
Travel and Entertainment Expense Form
Wire Form

University P-Card
Missing Receipt Affidavit
P-Card Cardholder Agreement
Temporary/Part-Time Employee P-Card Provision
P-Card Application Form

Working with Wake Forest
Getting Paid

Working with Wake Forest
Employee versus Independent Contractor Checklist

Getting Paid
Travel and Entertainment Expense Form (for travel prior to 2/18/13)
Travel and Entertainment Expense Form (for travel as of 2/18/13)