The forms listed below are those related to the areas of Student Accounts, Business Operations, Risk, Research Accounting and Finance. If you can’t find what you’re looking for, please contact Financial Services at 613.520.3602 (financial_services@carleton.ca).

Student Related Cash and Banking Expenditures/Reimbursements
Research Accounting Risk and Insurance Other Miscellaneous Forms

Student Related Forms

Third Party Release Form

Authorization to discuss or release your student account information with a third party, like parents or sponsors.


Cash and Banking Forms

Canadian deposit form (cash and Cheque only)

Complete this form when submitting a deposit of only Canadian cash or cheques to the Business Office.

Canadian deposit form (cash/cheque/credit and debit card)

Complete this form when submitting a deposit of a combination of Canadian cash, cheques,  and/or credit/debit card transactions to the Business Office.

Credit and Debit deposit form (credit and debit card no cash or Cheque)

Complete this form when submitting a deposit of only credit/debit card transactions to the Business Office (no cash or cheques).

USD deposit form

Complete this form when submitting a deposit of US cash or cheques to the Business Office.

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Expenditure and Reimbursement Forms

Certificate of Missing Documentation

To be completed and forwarded to Accounts Payable when original receipts are unattainable or lost.

Claimant Declaration Form

To be completed by any claimant who has had a Travel and Expense advance or reimbursement request submitted online by a Delegate.

Computer Purchase – Payroll Deduction

All continuing employees (faculty and staff) eligible for a computer purchase loan should complete the Pre-Authorization request form and submit to Purchasing Services.  Further details outlining eligibility and restrictions can be found in section E.13.1 of the  HR Policies Manual.

CUASA Professional Expense Reimbursements

CUASA members are to submit all profession expenses using the online Travel and Expense Reimbursement System at www.carleton.ca/travel.

Electronic Payment Request Form (i.e. wire payments)

This form must be completed and attached to all payment requests that are to be paid by wire or made electronically.  

Payroll Profile (contact Human Resources for more information)

To be completed by manager when hiring a new casual or student employee.

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Research Accounting Forms

Voice Services Authorization Form for Research Funds

Authorization to charge long distance charges and/or monthly phone rental to research funds.

Delegation of Financial Authority

Confirmation that the Fund holder is delegating signing authority on research and restricted funds to another individual employed at Carleton.

Posting Authority Agreement

Confirmation that the Fund holder is delegating posting authority on research and restricted funds to another individual employed at Carleton.

Request for Enterprise Fund

Required documentation to create a fund dedicated to enterprise activities such as holding a conference or workshop, laboratory services, offering a non-credit course or rental of space or equipment.

Request for Teaching Fund

Required documentation to create a fund dedicated to support of teaching activities such as field trips.

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Risk and Insurance Forms

Field Trip Planning and Approval Form

To be completed in advance of a field trip to identify risk and develop a risk management strategy. NOTE: This is a Word document, when you click on it your web browser will download the document.

Informed Consent

To be used for compulsory academic field trips or other academic activities off campus where students are to assessed on the activity.

Waiver of Liability

To be used when students voluntarily participate in high-risk, non-compulsory activities on or off campus, academic or non-academic.

Request for Certificate of Insurance

To be completed when proof of the University’s insurance coverage is requested.

Request to Add or Delete a Driver

To be used to add or delete a driver of University vehicles on the University’s automobile insurance policy.

Risk Assessment Questionnaire

Used to conduct a departmental risk assessment.

Vehicle Accident Report

Must be completed by the driver of any vehicle, university-owned or personal, that is involved in an accident while on University business.

Volunteer Registration Form

To be completed to register volunteers to ensure they are aware of their status at the University and to ensure liability insurance coverage .

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Other Miscellaneous Forms

GAR Invoice Requisition

GAR Invoice Requisition

Document required to initiate invoicing of third parties for goods and services provided by Carleton (non-research related only).

Sample Signature Form

Required documentation to verify signature on any Carleton expenditure form.

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