{"id":30,"date":"2009-07-08T10:08:58","date_gmt":"2009-07-08T14:08:58","guid":{"rendered":"http:\/\/carleton.ca\/finance\/ccms\/?page_id=30"},"modified":"2026-03-04T15:45:51","modified_gmt":"2026-03-04T20:45:51","slug":"forms","status":"publish","type":"page","link":"https:\/\/carleton.ca\/financialservices\/forms\/","title":{"rendered":"Forms"},"content":{"rendered":"<p><strong>All Financial Services&#8217; forms are listed alphabetically.\u00a0\u00a0<\/strong><\/p>\n<p><a class=\"pdf\" href=\"http:\/\/carleton.ca\/financialservices\/wp-content\/uploads\/Deposit-Form-Canadian-Funds.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Canadian Funds Deposit Memo (cash and cheque only)<\/a><br \/>\n<em>Complete this form when submitting a deposit of <span style=\"text-decoration: underline;\">only<\/span> Canadian cash or cheques to the Business Office.<\/em><\/p>\n<p><a href=\"https:\/\/carleton.ca\/financialservices\/wp-content\/uploads\/21.04.CertificateMissingDocument.Andrea.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Certificate of Missing Documentation<\/a><br \/>\n<em>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.<\/em><\/p>\n<p><a href=\"https:\/\/carleton.ca\/financialservices\/wp-content\/uploads\/22.11.08.ClaimantDeclarationForm.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Claimant Declaration<\/a><br \/>\n<em>To be completed by any claimant who has had a Travel and Expense advance or reimbursement request submitted online by a Delegate.<\/em><\/p>\n<p><a href=\"https:\/\/carleton.ca\/financialservices\/wp-content\/uploads\/Independent_contractor_indemnification_agreement.pdf\" target=\"_blank\" rel=\"noopener\">Confirmation of Information and Indemnification Agreement<\/a><br \/>\n<em>This form should only be filled out after submitting the independent contractor questionnaire in eShop.<\/em><\/p>\n<p><strong>CUASA Professional Expense Reimbursements <\/strong><br \/>\n<em>CUASA members are to submit all profession expenses using the online SAP Concur Travel and Expense Reimbursement System at <a href=\"http:\/\/www.carleton.ca\/travel\" target=\"_blank\" rel=\"noopener noreferrer\">www.carleton.ca\/travel<\/a>.<\/em><\/p>\n<p><a href=\"https:\/\/carleton.ca\/financialservices\/wp-content\/uploads\/22.06.ElectronicPaymentRequestForm.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Electronic Payment Request Form (i.e. wire payments)<\/a><br \/>\n<em>This form must be completed and attached to all payment requests that are to be paid by wire or made electronically.\u00a0\u00a0<\/em><\/p>\n<p><a href=\"https:\/\/carleton.ca\/procurement\/employee-purchase-program-pre-authorization-form\/\" target=\"_blank\" rel=\"noopener noreferrer\">Employee Purchase Program Pre-Authorization Loan (payroll deduction)<\/a><br \/>\n<em>All continuing employees (faculty and staff) eligible to participate in the purchase loan program should complete the online \u00a0Employee Purchase Program Pre-Authorization Loan form and submit to Procurement Services.\u00a0 Further details outlining eligibility and restrictions can be found in section E.13.1 of the HR Policies Manual.<\/em><\/p>\n<p><a href=\"https:\/\/carleton.ca\/financialservices\/wp-content\/uploads\/Foreign-Funds-Deposit-Memo.xlsx\" target=\"_blank\" rel=\"noopener noreferrer\">Foreign Funds Deposit Memo<\/a><br \/>\n<em>Complete this form when submitting a deposit of foreign funds or cheques to the Business Office.<\/em><\/p>\n<p><a class=\"pdf\" href=\"http:\/\/carleton.ca\/financialservices\/wp-content\/uploads\/GAR-Invoice-Requisition1.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">General Accounts Receivable (GAR) Invoice Requisition<\/a><br \/>\n<em>Document required to initiate invoicing of third parties for goods and services provided by Carleton (non-research related only).<\/em><\/p>\n<p><span class=\"pdf\"><strong>Payroll Profile<\/strong>\u00a0(<a href=\"https:\/\/i.carleton.ca\/hr\/payroll-profile\/\" target=\"_blank\" rel=\"noopener noreferrer\">https:\/\/i.carleton.ca\/hr\/payroll-profile\/<\/a>)<\/span><br \/>\n<em>To be completed by manager when hiring a new casual or student employee.<\/em><\/p>\n<p><a href=\"https:\/\/carleton.ca\/financialservices\/request-for-a-new-fund\/\" target=\"_blank\" rel=\"noopener\">Request for a new Fund (Non-Research)<\/a><br \/>\n<em>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.<\/em><\/p>\n<p><a class=\"pdf\" href=\"http:\/\/carleton.ca\/financialservices\/wp-content\/uploads\/Deposit-Form-US-Funds.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">US Dollar Deposit Memo<\/a><br \/>\n<em><em>Complete this form when submitting a deposit of US cash or cheques to the Business Office.<\/em><\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>All Financial Services&#8217; forms are listed alphabetically.\u00a0\u00a0 Canadian Funds Deposit Memo (cash and cheque only) Complete this form when submitting a deposit of only Canadian cash or cheques to the Business Office. Certificate of Missing Documentation This form can be used when a purchasing card holder is missing a receipt for backup purposes for their [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"parent":0,"menu_order":31,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","_mi_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":"","_links_to":"","_links_to_target":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Forms - 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