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 (email@example.com).
|Student Related||Cash and Banking||Expenditures/Reimbursements|
|Research Financial Services||Risk and Insurance||Other Miscellaneous Forms|
Authorization to discuss or release your student account information with a third party, like parents or sponsors.
Complete this form when submitting a deposit of only Canadian cash or cheques to the Business Office.
Complete this form when submitting a deposit of a combination of Canadian cash, cheques, and/or credit/debit card transactions to the Business Office.
Complete this form when submitting a deposit of only credit/debit card transactions to the Business Office (no cash or cheques).
Complete this form when submitting a deposit of foreign funds or cheques to the Business Office.
Complete this form when submitting a deposit of US cash or cheques to the Business Office.
To be completed by any claimant who has had a Travel and Expense advance or reimbursement request submitted online by a Delegate.
All continuing employees (faculty and staff) eligible to participate in the purchase loan program should complete the online Employee Purchase Program Pre-Authorization request form and submit to Procurement Services. Further details outlining eligibility and restrictions can be found in section E.13.1 of the HR Policies Manual.
This form must be attached to the independent contractor questionnaire form that can be found in eShop. This form is never submitted on its own.
CUASA Professional Expense Reimbursements
CUASA members are to submit all profession expenses using the online SAP Concur Travel and Expense Reimbursement System at www.carleton.ca/travel.
This form must be completed and attached to all payment requests that are to be paid by wire or made electronically.
This form must be completed prior to the first payment in a given tax year to a non-resident.
Payroll Profile (https://i.carleton.ca/hr/payroll-profile/)
To be completed by manager when hiring a new casual or student employee.
To be completed to request approval for alcohol service at an event hosted by Carleton University.
Research Financial Services Forms
Confirmation that the Researcher has received a course buyout and details of funds required to hire a replacement.
Confirmation that the Fund holder is delegating signing authority on research and restricted funds to another individual employed at Carleton.
Confirmation that the Fund holder is delegating posting authority on research and restricted funds to another individual employed at Carleton.
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.
Voice Services Authorization Form for Research Funds
Authorization to charge long distance charges and/or monthly phone rental to research funds.
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.
To be used for compulsory academic field trips or other academic activities off campus where students are to assessed on the activity.
To be used when students voluntarily participate in high-risk, non-compulsory activities on or off campus, academic or non-academic.
To be completed and signed by parents or legal guardian of any child participating in an event or program at Carleton University.
To be completed when proof of the University’s insurance coverage is requested.
To be used to add or delete a driver of University vehicles on the University’s automobile insurance policy.
Used to conduct a departmental risk assessment.
Must be completed by the driver of any vehicle, university-owned or personal, that is involved in an accident while on University business.
To be completed to register volunteers to ensure they are aware of their status at the University and to ensure liability insurance coverage .
All managers are required to use this form to track all major equipment and items delivered to employee’s homes.
Document required to initiate invoicing of third parties for goods and services provided by Carleton (non-research related only).
Required documentation to verify signature on any Carleton expenditure form.