Finance & Administration Forms

All forms are pdf unless otherwise indicated

ACCOUNTING FORMS

• Activity Code Request (xls)
• Approval Authority Authorization Form
• Cash Receipt Deposit Sheet(xls)
• Fixed Asset Disposal (xls)
• Gift Prize or Award Form (xls)
• Journal Entry (xls)
• Mileage Log (xls)
• Payment Request Form
• Purchase Requisition  (xls)
• Temporary Delegation Authorization Form
• Travel Advance (xls)
• Travel Expense Reimbursement Form
• W-8BEN Instructions
• W-8BEN
• W-8ECI Instructions
• W-9 Request Form
• W-9 Drake's Form  (Contact Accounting Office for this form)
• Waiver of Exclusivity for Food Services
• Wire Transfer

PCARD FORMS

• Purchasing Card Application & Agreement
• Purchasing Card Approver Agreement
• Purchasing Card Billing Inquiry

PCARD CALENDARS

• Current PNC Pcard Calendar

PCARD USER GUIDES

• Cardholder Guide - Adding Receipt Images
• Cardholder Guide - Coding Transactions
• Cardholder Guide - Creating A Memorable Word
• Cardholder Guide - Fraud Text Alerts
• Cardholder Guide - IntelliLink Reporting Basics
• Cardholder Guide – Reporting
• Approver Guide - Approving Transactions
• Approver Guide - Employee Spend Monitoring
• Visa IntelliLink Spend Management - Login User Guide
• Purchasing Card - Guide to Card Benefits (PNC)

 BUDGET FORMS

• Banner Budget Change Request Form (xls)

TRANSPORTATION FORMS

• Acknowledgment (doc)
• "E" Rated Verification (doc)

PAYROLL FORMS

• Payroll Forms (tuition rebate, IRS W-4, State W-4)

OTHER RESOURCES:

• Commonly Used Account Code Definitions
• Banner Org/Program Defaults
• Finance BI Reporting Tool Instruction Manual
• Salary Planner

University Policy Library

 For additional information reference Accounting Guidelines