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||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.
This form can be used when a Purchasing Card holder is missing a receipt for backup purposes for their Purchasing Card (PCard or ECard) reconciliation.
To be completed by any claimant who has had a Travel and Expense advance or reimbursement request submitted online by a Delegate.
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.
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 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.
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.