Forms
Here are a list of commonly used accounting forms. Some of these documents are intended for print purposes. If you need any of the below documents in another format, please reach out to the contact listed under the corresponding form section.
Controller's Office Commonly Used Forms
Accounts Payable
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.
Payroll Form
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