| Address Change Form |
| (Microsoft Excel, 9/12/2006) Description: This form is used for Employees/Students/Non-Employees and Vendors for address changes when payments/reimbursements are processed through Accounting Services |
| Approved Recharge Centers List |
| (Microsoft Excel, 8/25/05) Description: Lists authorized Accounts to be used by the UND Recharge Centers |
| Athletic Team Trip Report |
| (Microsoft Excel, 9/1/2006) Description: For Athletic Department Use Only! |
| Attachment for Purchases of Food |
| (Microsoft Word, 06.09.04) Description: Worksheet that is attached to the Voucher or submitted to Campus Catering when an event is scheduled |
| Authorization for Moving Expenses Reimbursement |
| (Microsoft Word 8/16/2005) Description: Used to obtain preauthorization by departments for moving expenses. |
| Budget Journal Form |
(Microsoft Excel, 5/9/2008) Description: Setup or transfer budget amounts.
Form is submitted to the Budget Office for processing. |
| Budget Journal Form EXAMPLE |
| (Microsoft Excel, 5/9/2008) Description: Example of how a Budget Journal Form is filled out |
| Certificate of Tax Exempt Status for North Dakota |
| (Adobe PDF, 4/17/2007) Description: North Dakota's Tax Exempt form for UND |
| Consultant Agreement This link takes you to the Purchasing Website |
| This contract needs to be completed any time a consultant is employed. |
| Costshare Journal Entry Form for Project Numbers |
| (Microsoft Excel, 5/9/2008) |
| Costshare Journal Entry Form for Project Numbers EXAMPLE |
| (Microsoft Excel, 5/9/2008) |
| Departmental Signature Authorization List |
| (Microsoft Word, 4/3/2008) Description: Used to list who is allowed to sign for each department |
| Direct Billing of Lodging |
| (Microsoft Word, 8/29/2006) Description: Used for preauthorization by departments to Direct Bill their lodging |
| Direct Deposit Authorization Form - Accounts Payable - Employee |
| (Microsoft Excel, 9/12/2006) Description: Used when Employees/Students/Non-Employees wish their Accounts Payable payments to go by ACH (Direct Deposit) instead of by check |
| Direct Deposit Authorization Form - Vendor |
| (Microsoft Excel, 9/12/2006) Description: Used when Vendors wish their Accounts Payable payments to go by ACH (Direct Deposit) instead of by check |
| Employee VISA Travel Card Application and Agreement |
| (Microsoft Word, 06/12/2007) Description: For UND Benefited Staff & Faculty to apply for a Visa Travel Card. Submit both pages to Accounting Services for processing |
| Federal Tax Exemption Letter This link will take you to the Finance & Operations Website |
| (Adobe PDF) 501(c)(3) Letter and Form 990-T |
| Florida Tax Exempt Certificate |
| (Microsoft Word) Description: Florida's Tax Exempt Form for UND |
| Food Purchases Attachment |
| (Microsoft Word, 06.09.04) Description: Worksheet that is attached to the Voucher or submitted to Campus Catering when an event is scheduled |
| Fund Attributes |
| (Microsoft Excel, 5/31/2006) Description: Listing of PeopleSoft Funds and their attributes (function) |
| Guest Speaker Contract This link will take you to the Purchasing Website |
| This contract needs to be completed any time a guest speaker is employed. |
| Internal Revenue Service Form 8233 - Exemption from Withholding on Compensation for Independent (and Certain Dependent) Personal Services of a Nonresident Alien Individual |
| (Adobe PDF) To qualify for an exemption from withholding due to a tax treaty with foreign country |
| Internal Revenue Service Form W-7 - Application for IRS Individual Taxpayer Identification Number |
| (Adobe PDF) Description: Used by individuals who are not US Citizens or permanent residents who need a Taxpayer ID # |
| Invoice for Services |
| (Word, 4/4/2008) Used when an individual is required to provide an invoice for services |
| IRS 20 Factor Questions
(Employer/Employee Relationship) |
| (Microsoft Word, 11/03) Description: Used by departments to determine if an Employee/Employer relationship exists or not |
| Journal Entry Form |
| (Microsoft Excel, 5/9/2008) Description: Bill other departments for goods or services/ correct other journal entries |
| Journal Entry form EXAMPLE |
| (Microsoft Excel, 5/9/2008) Description: Example of how a Journal Entry form is completed |
| Journal Import Form |
| (Microsoft Excel, 4/5/2006) Descriptions: Used when doing Journal Entries that have 20 or more lines. If less than 20 lines, please do transactions on a Journal Entry form |
| Journal Import Instructions |
| (Microsoft Word, 8/22/2006) Description: Instructions and tips for completing a Journal Import |
| Journal Import Form EXAMPLE |
| (Microsoft Excel, 4/5/2006) Description: Example of how a Journal Import form looks when completed |
| Journal Voucher |
| (Microsoft Excel, 4/11/2006) Description: Used to make correction to payments made on a voucher |
| Meal Expense Form for Team |
| (Microsoft Word) Description: For Athletic Department use Only! |
| Moving Expense Reimbursement Authorization Form |
| (Microsoft Word, 8/16/05) Description: Used to obtain preauthorization by departments for moving expenses |
| Moving Expense Worksheet |
| (Microsoft Word, 10/4/2007) Description: Used when compiling moving expenses for reimbursement. Must be signed by the employee receiving the reimbursement. Must be attached to the Voucher. |
|
Name Change Form |
| (Microsoft Excel, 10/16/2006) Description: Used when Students or Non-Employees need to change the name for payments/reimbursements that are processed through Accounting Services |
| Non-Employee/Student Travel Expense Worksheet |
| (Microsoft Word, 8/17/2007) Description: Used to figure and show expenses reimbursed to a Non-Employee or Student and have Traveler authorize their travel reimbursement. Must be signed by the person who traveled. Attach to payment voucher. |
| North Dakota Certificate of Tax Exempt Status |
| (Adobe pdf, 4/17/2007) Description: North Dakota's Tax Exempt Form for UND |
| Personal Service Contract This link will take you to the Purchasing Website |
| This contract needs to be completed any time a service is performed and the vendor cannot supply a contract. |
| Program Number Tracking Template |
| (Microsoft Excel, 5/31/2006) Description: Used to help track your Program Number expenses and revenues |
| Program Number Tracking Template EXAMPLE |
| (Microsoft Excel, 5/31/2006) Description: Example of how the Program Number Tracking Template is used |
| Purchasing Card Application Form This link takes you to the Purchasing Website |
| This form is used to apply for the Purchasing Card. Submit to Purchasing |
| Purchasing Card Record |
| (Microsoft Excel, 1/23/2008) Description: Used to list charges made on the UND Purchasing Card, submitted monthly to Accounting Services. |
| Request for New Fund |
| (Microsoft Excel, 12/19/2006) Description: Used when requesting a new fund to be created. Submit to the Controller |
| Statement for Visiting Non-US Residents |
| (Microsoft Word, 3/03) Description: Used when departments are making payment to a Visiting Non-US Resident |
| Status within State Government, UND This link will take you to the Finance & Operations Website |
| (Adobe PDF) Tax exempt status within North Dakota |
| Ticket Authorization |
| (Microsoft Word, 4/11/2006) Description: To be used by employees when an airline/train tickets are purchased using the UND Direct Billing Process |
| Ticket Authorization Form EXAMPLE |
| (Microsoft Word, 1/22/2007) Description: Example of how a Ticket Authorization form is filled out |
| Travel Expense Voucher |
| (Microsoft Excel, 12/31/2007) Description: Used when the department is reimbursing an employee for their UND travel expenses |
| Travel Expense Voucher EXAMPLE |
| (Microsoft Excel, 8/1/2007) Description: Example of how a Travel Expense Voucher is filled out |
| Travel Meal Advance Form |
| (Microsoft Excel, 12.22.04) Description: Used to record the participants when a meal advance was granted for travel |
| UND Status within State Government This link will take you to the Finance & Operations Website |
| (Adobe PDF) Tax exempt status within North Dakota |
| Voucher |
| (Microsoft Excel, 2/12/2007) Description: To be used when the department is making a payment or can be used as an SOS form. May not exceed $5000. Purchases may not be artificially divided so as to fall under the $5000 maximum threshold. |
| Voucher EXAMPLE |
| (Microsoft Excel, 2/12/2007) Description: Example of how a Voucher should be filled out |
| Voucher EXAMPLE with Costshare information |
| (Microsoft Excel, 10/4/2007) |
| Wire Transfer Form |
| (Microsoft Excel, 5/5/2008) Description: To provide the banking information when the department is making a payment by wire |
| Wisconsin Tax Exempt Certificate |
| (Microsoft Word, 6/8/99) Description: Wisconsin's Tax Exempt Form for UND |
| |
| Please Note: If you are having problems with formatting or printing the forms to a single page, with correct font size, etc, PLEASE contact Accounting Services before submitting the forms. Illegible forms with fonts that are too small WILL NOT BE PROCESSED! |
