Commonly Used Accounting Forms

FORM LINK	CONTACT PERSON	PHONE	E-MAIL@uncw.edu
Accounts Receivable (Billing)
Contract & Grant Banner Fund Change Request - NEW	Amy Coker	22526	cokera
External Invoice (updated 1/2020) Instructions for External Invoice	Amy Coker	22526	cokera
Cashier's forms
Deposit Transmittal With Receipting Privileges	Stefanie Pollack	23164	pollacks
Deposit Transmittal Without Receipting Privileges	Stefanie Pollack	23164	pollacks
Deposit Transmittal for American Express only	Stefanie Pollack	23164	pollacks
General Accounting, Controller's Forms:
Establishment of a Banner Fund	Joanne Ferguson	23647	fergusonj
Banner Fund Change Request - NEW (for all funds except Contract & Grant) Helpful resource for maintaining and/or making changes to your fund - Fund Facts	Kimberly Blankenburg Angie Downing	27423 23148	blankenburgk downinga
Journal Entry - Electronic (See: Electronic JE Procedur e	Karen Headrick Kimberly Blankenburg	23150 27423	headrickk blankenburgk
Petty Cash Reimbursement	Angie Downing Kimberly Blankenburg	23148 27423	downinga headrickk
Petty Cash Reconciliation Form (for Petty Cash fund custodians only)	Angie Downing Kimberly Blankenburg	23148 27423	downinga blankenburgk
Request for Departmental Receipting Privileges	Heather Iannucci	23144	iannuccih
NEW - CMCS Dept Code to new NCFS Agency Code Cross Reference Guide Wire/Bank Draft Request (To Send Wired Funds) Interagency Transfer Request Form For some guidance on these two payment methods, please see the Expenditure Cheat Sheet	Angie Downing Karen Headrick	23148 27423	downinga headrickk
Fixed Asset forms:
Equipment Temporary Check-out List	Sharon Nalley	23156	nalleys
Movable Equipment Form	Sharon Nalley	23156	nalleys
Payroll forms:
Direct Deposit form	Payroll	23163	payroll@uncw.edu
W-4 (federal)	Payroll	23163	payroll@uncw.edu
NC-4 (state)	Payroll	23163	payroll@uncw.edu
Request for Employee Emergency Loan	Payroll	23163	payroll@uncw.edu
Tax forms:
Independent Contractor Payment Certification	Lisa Eakins	22757	eakinsl
UNCW Revenue Questionaire	Lisa Eakins	22757	eakinsl
UNCW's W-9	Lisa Eakins	22757	eakinsl
Blank W-9	Lisa Eakins	22757	eakinsl
Forms that must be ordered from Printing Svcs (hard copies only):
Interdepartmental Invoice (IDI)	Angie Downing Kimberly Blankenburg	23148 27423	downinga blankenburgk

Office of the Controller

Commonly Used Accounting Forms

The University

Academic Units

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