Site Content

Forms

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


Faculty & Staff

Asset Management
Cash and Investments
Department Budgeting
Departmental Deposits
Financial Reporting
Financial Services
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

Top of page


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

Top of page


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

Top of page


Departmental Deposits
Financial & Accounting Services Deposit Form

Top of page


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

Top of page


Financial Services
Agency Fund Agreement
Agency Fund Request Form

Top of page


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

Top of page


Grants & Awards Management
Rebudgeting Form
Journal Entry Template
Additional Compensation – Faculty Summer Research – Instructions
Additional Compensation – Faculty Summer Research

Top of page


Insurance & Risk Management
Vehicle Accident Form
Request for Certificate of Insurance

Top of page


Invoices & Reimbursements
Travel Advance Form
Travel and Entertainment Expense From
Departmental Expenditures Authorization Form
Student Organization Expenditure Authorization
Employee versus Independent Contractor Checklist
Expenditure Voucher Form
Family and Guest Travel Form
Foreign National Information Form
International Travel Authorization Form
W-9: Request for Taxpayer Identification Number and Certification
W-9 Instructions
W-8BEN Certificate of Foreign Status-Individuals
W-8BEN-E Certificate of Foreign Status-Entities
W-8BEN Instructions
Missing Receipt Affidavit
Receipt Tax for Entertainment/Admissions Revenue Form and Instructions
Research Participant Log
Wire Form

Top of page


Payroll Services
NC-4 EZ Employee’s Withholding Allowance Certificate
NC-4 Employee’s Withholding Allowance Certificate
W-2 Instructions
W-4 Federal Withholding
Direct Deposit Authorization & Maintenance form is now in an electronic format found in WIN: WF@Work>Pay Information
Mobile Communication Device Justification Form
Mobile Communication Device Discontinuance Notice Form
Monthly Business Mileage Log
IRS form SS-8: Determination of Worker Status for Federal Employment Taxes & Income Tax Withholding
Foreign National Information Form

Top of page


Procuring Goods & Services
Employee versus Independent Contractor Checklist

Top of page


Project Management
Project Summary Request form

Top of page


Travel
Travel Advance Form
Travel and Entertainment Expense From
Departmental Expenditures Authorization Form
Family and Guest Travel Form
W-8BEN Certificate of Foreign Status-Indiviuduals
W-8BEN-E Certificate of Foreign Status-Entities
W-8BEN Instructions
Missing Receipt Affidavit
Wire Form

Top of page


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