Forms

Accounts Payable

• Electronic Payment Authorization Form (PDF)

Questions? Email Jacque DeRenzo or call ext 23645.

Accounts Receivable (Billing)

A/R Forms

• Contract & Grant Banner Fund Change Request (PDF)
• External Invoice Overview (PDF)
• External Invoice (PDF)
• AR Detail Code Establish Form (Located on Cashier's Office Website)
• Instructions for External Invoice (PDF)
• How to Submit Backup Docs with Invoice (PDF)

Questions? Email Racheal Walton or call ext. 22526.

Business-Related Entertainment Forms

• Entertainment Expense Pre-Approval Works Form (PDF)
• Entertainment Expense uShop Requisition Form (PDF)

Questions? Email Debbie Jewell or call ext. 24217

Cashier's Office

• Request for Departmental Receipting Privileges (DocuSign)
• Please visit the Cashier's Office website for all other Cashier's Office-related forms, including deposit transmittals.

Questions? Email Jason Ransom or call ext. 23076.

Communications Allowance Program

• Communications Allowance Authorization Form (DocuSign)
• Communications Allowance Termination Form (DocuSign)

Questions? Email the Controller's Office or call ext. 23157

General Accounting

• Banner Fund Establishment Form - (Save form first, not to be completed via browser) (PDF)
• Guide to Banner Fund Establishment Form
• Trust Fund Guidelines (PDF)
• Banner Fund Change Request - ( for all funds except Contract & Grant) (PDF)
• Helpful resource for maintaining and/or making changes to your Fund (PDF)
• Contract & Grant Banner Fund Change Request (PDF)
• Petty Cash Reimbursement Request (PDF)
• Wire Transfer Form (PDF)
• Interagency Transfer Request Form (PDF)
• Wire and Interagency Help Guide (PDF)
• NCFS Dept Code to new NCFS Agency Code Cross Reference Guide (XLS)
• Mission Fund Request Form (DocuSign)
• Mission Fund Procedures

Questions? Email Kim Blankenburg in General Accounting. Alternatively, you may email Angie Downing or call ext. 23148.

Fixed Asset Forms

• Equipment Temporary Check-out List (PDF)
• Movable Equipment Form (PDF)
• Movable Equipment Form Instructions (PDF)
• Fixed Asset Instructions for Disposal (PDF)

Questions? Email Michelle Rackley or call ext. 23156.

Org Committee Forms

• Organization Change Questionnaire (PDF)
• Banner Organization Request (PDF)
• Org Change Workbook Template (Under Construction)

Questions? Email Org Committee or call ext 23647.

Payroll Form

• W-4 (Federal) (IRS Site)
• NC-4 (State) (DOR Site)

Questions? Email Payroll or call April McKinzie at 27255.

Tax Forms

• W-9 (U.S. Citizen or Resident Alien) (DocuSign)
• W-8BEN (Nonresident Alien Individual) (DocuSign)
• W-8BEN-E (Nonresident Alien Entity) (PDF)
• UNCW W-9 Form (PDF)
• UNCW Sales Tax Exemption Form (PDF)
• Substitute W-8BEN-E Tax Treaty Benefits (Nonresident Alien Entities claiming tax treaties) (DocuSign)
• Substitute W-8BEN-E Foreign Sources (Nonresident Alien Entities, payment for foreign source services) (DocuSign)
• Revenue Questionnaire (DocuSign)
• Compliance Statement 9-5-6 Rule (DocuSign)

Questions? Email Lisa Eakins or call ext. 22757.

Travel & Direct Pay Forms

• UNCW Travel Card Application (PDF)
• Direct Pay Invoice Vendor Setup and Maintenance Form (PDF)
• Travel Card Maintenance and Cancellation Form (PDF)
• Travel Vendor Setup and Maintenance Form (PDF)
• Mileage Log (XLSX)
• 3rd Party Lodging Pre-Approval Form (PDF)

Questions? Email Debbie Jewell or call ext. 24217