Forms

Forms for Students and Parents

Expense Reimbursements

• Missing Receipt Affidavit
• Travel Advance 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

Purchases & Supplier Payments

• Employee versus Independent Contractor Checklist
• W-8BEN Certificate of Foreign Status-Individuals (PDF)
• W-8BEN-E Certificate of Foreign Status-Entities
• W-8BEN Instructions
• W-9: Request for Taxpayer Identification Number and Certification
• W-9 Instructions
• Missing Receipt Affidavit

Payroll Services

• Enroll in or update your payroll bank account information
• Update your withholding elections (Federal W4 and/or NC-4)

Forms for Faculty and Staff

Asset Management

• Asset Lifecycle Event Form

Cash and Investments

• Cash Exchange Form
• Cash Fund Action Form
• Cash Fund Fiduciary Change Form
• Cash Ordering Form
• Missing Receipt Affidavit
• Petty Cash Reconciliation
• Petty Cash Replenishment Request Form

Finance

• Account Reconciliation Form
• Agency Fund Agreement
• Agency Fund Request Form

Foreign Visitors

• Foreign National Information Form
• W-9 Form
• W-9 Instructions
• W-8BEN Form Certificate of Foreign Status-Individuals
• W-8BEN-E Form Certificate of Foreign Status-Entities
• W-8BEN Instructions
• W-8BEN-E Instructions
• W-2 Instructions
• W-4 Employee Withholding Allowance Certificate
• SS-8 Determination of Worker Status for Purposes of Federal Employment Taxes and Income Tax Withholding
• Form 8300 Report of Cash Payments Over $10,000 Received in a Trade or Business
• Form 8843 Statement for Exempt Individuals and Individuals With a Medical Condition
• NC-4 Employee’s Withholding Allowance Certificate
• NC-4 Instructions

Insurance & Risk Management

• Vehicle Accident Form

Invoices & Reimbursements

• Employee versus Independent Contractor Checklist (PDF)
• Foreign National Information Form
• Research Participant Log (XLS)
• Missing Receipt Affidavit
• W-8BEN Certificate of Foreign Status-Individuals (PDF)
• W-8BEN-E Certificate of Foreign Status-Entities (PDF)
• W-8BEN Instructions (PDF)
• W-9 (PDF) Request for Taxpayer Identification Number and Certifications
• W-9 Instructions (PDF)
• Request for Wire/ACH Fund Transfer (PDF)

Payroll Services

• Enroll in or update your payroll bank account information
• Update your withholding elections (Federal W4 and/or NC-4)
• Monthly Business Mileage Log  (XLS)
• IRS SS 8: Determination of Worker Status for Federal Employment Taxes and Income Tax Withholding (PDF)
• Foreign National Information Form (PDF)
• Gifts/Pledges Deduction Authorization Form (PDF)

Procuring Goods & Services

• University PCard Application (choose ‘PCard Application’ from the list of available Request Types)
• Contract Intake Form

Project Management

• Project Request Form
• Project Modification Request Form

Travel

• W-9: Request for Taxpayer Identification Number and Certification (PDF)
• W-9 Instructions (PDF)
• W-8BEN Form Certificate of Foreign Status-Individual (PDF)
• W-8BEN-E Form Certificate of Foreign Status-Entities (PDF)
• W-8BEN Instructions (PDF)
• Missing Receipt Affidavit
• Request for Wire/ACH Fund Transfer (PDF)

University P-Card

• University PCard Application (choose ‘PCard Application’ from the list of available Request types)
• University PCard Cardholder Agreement (choose ‘PCard Cardholder Agreement’ from the list of available Request types)
• University PCard Account Modification Form (choose ‘PCard Account Modification Form’ from the list of available Request types)
• Missing Receipt Affidavit
• Research Participant Log

Forms for Suppliers

Working with Wake Forest

• Employee versus Independent Contractor Checklist

Getting Paid

• Travel and Entertainment Expense Form Effective January 16, 2018