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    The Controller's Office
    Spencer Center, Room 221
    14 E. Cache la Poudre St.
    Colorado Springs, CO 80903
    Office Hours: 8am-5pm Mon-Fri

    Finance & Administration Forms

    Please contact the Controller's Office if you
    have questions on which form to use.

    Accounting - Accounts Payable - Administrative Services - Budget - Cashier - Facilities - 
    Insurance & Liability - Human Resources - Payroll - Student Clubs - Tax & Compliance

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    Accounting Forms

    Traveling on Business

    Summary Travel Expense Form (pdf)
    Summary Travel Expense Form (excel)
    Summary Travel Expense Form - Per Diem (pdf)
    Summary Travel Expense Form - Per Diem (excel)
    Field Trip Procedures and Forms
    Historical Exchange Rates
    Meals Policy and Per Diem Links
    Currency Converter

    Managing Funds/Budgets

    Journal Entry Form (Adobe Sign) / Adobe Sign Journal Entry Instructions
    Journal Entry Form (pdf interactive)
    Introduction to Endowed Funds
    Cash Advance - Requesting and Reconciling
    Faculty/Staff - Accessing a Fund Balance in Banner
    Students - Accessing a Fund Balance in Banner
    New Fund/Organization Request Form
    Frequently Used Account Codes
    Fund Types - Brief Explanation
    Banner Codes as seen in Self-Service Banner

    Other Resources

    Wire Transfer Form
    Wire Transfer Instructions
    Payment Flow Charts

    Accounts Payable Forms

    Check Requisition Form (pdf interactive on Google Chrome and Internet Explorer)
    Direct Deposit Form
    Honorarium Letter
    W-8BEN (For individuals)
    W-8BEN Instructions
    W-8BEN-E (For business entities)
    W-8BEN-E Instructions
    W-8BEN-E (Adobe Sign)
    W-9 Form
    W-9 Form (Adobe Sign)
    Student Award Payment Form
    Mileage Reimbursement Form 2020
    Contract Authorization Guidelines
    Payment Flow Charts

    Administrative Services Forms

    P-Card Policies and Procedures
    P-Card Definitions
    P-Card Training Document
    P-Card Application
    P-Card Application (Adobe Sign)
    P-Card Missing Receipt Affidavit
    P-Card Dispute Form- UMB Bank
    Purchase Order Request
    Purchase Order Request (Adobe Sign)
    Bid Waiver

    Budget Forms

    Budget Reallocation Instructions
    Budget Change Form
    Budget FAQ's

    Cashier Forms

    Deposit Bag Instructions
    Departmental Deposit Form

    Facilities Forms

    Submit a Request for a Work Order or Keys
    Submit a Project Initiation Form for R & R/Capital Improvement

    HR Forms Webpage

    Human Resources Forms

    Payroll Forms

    2020-2021 Payroll Schedule
    2019-2020 Payroll Schedule
    2020 W-4 Form
    Cell Phone Allowance Form
    Cell Phone Allowance Policy
    Direct Deposit Form
    Misc. Payroll Request Form
    Payment Flow Chart
    Full-Time Staff Time Sheet Entry on Self-Service Banner
    How to Approve a Time Sheet on Self-Service Banner
    Exempt Leave Reporting Instructions
    Proxy Set-Up
    Proxy Removal Directions

    Student Club Forms

    Student Club Application
    Student Club Information 2020-2021
    Student Club Account Policies & Guidelines

    Tax & Compliance Forms

    W-8BEN (for individuals)
    W-8BEN-E (for business entities)


    Nonresident Alien Taxation FAQ’s for International Visitors


    IRS Publication 970 – Tax Benefits for Education

    Faculty and Staff

    Nonresident Alien Taxation FAQ’s for Faculty and Staff Paying International Visitors
    Honorarium and International Performer Procedures
    Payments to Foreign Individuals/Vendors
    Payments to Students
    Statement for Services Performed Outside the United States
    Payment Flow Charts