Forms
Document Name
Description
Last Updated
ACCOUNTS PAYABLE FORMS
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
Travel Reimbursement Form-2024 Mileage Rate
To request reimbursement for mileage and expenses when the UNC Travel Card was not accepted by vendor/contractor
2024
Travel Reimbursement Form-2023 Mileage Rate
To request reimbursement for mileage and expenses when the UNC Travel Card was not accepted by vendor/contractor
2023
Request for Taxpayer Identification Number and Certification
Linked directly to IRS website for most current version of documents.
Certificate of foreign status of beneficial owner for United States tax withholding and reporting (individuals).
Linked directly to IRS website for most current version of documents.
Certificate of status of beneficial owner for United States tax withholding and reporting (entities).
Linked directly to IRS website for most current version of documents.
Certificate of foreign government or other foreign organization for United States tax withholding and reporting.
Linked directly to IRS website for most current version of documents.
Certificate of foreign intermediary, foreign flow-through entity, or certain US branches of United States tax withholding and reporting.
Linked directly to IRS website for most current version of documents.
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
FOAPAL MANAGEMENT
GIFT CARD WAIVERS
Request Tax Accountant approval for gift card purchases.
10/21/2021
Request compensation for participation in confidential/anonymous study.
05/22/2023
Form for participants in confidential/anonymous research study.
08/09/2017
GIFTS, PRIZES, AWARDS-NON STUDENT
To report cash and non-cash awards given to employees and non-employees.
11/20/2024
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
GIFTS, PRIZES, AWARDS-STUDENT PAYMENTS
To report cash and non-cash awards given to students.
10/30/2024
To reimburse a student for a business expense incurred by the student on behalf of UNC.
06/01/2023
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 EXPENSES
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
