Prefix: PAY
Effective Date: 01/09/2004
Last Modified Date: 04/28/2008
The Payroll Services section is issued under the authority of the Elizabeth C. (Betsi) Snipes, Director of Payroll Services, who reviewed and approved its contents as of June 30, 2005.
Introduction Statements
Policy Statements
- Monthly, Biweekly, and Summer School Payrolls
- Initiating Payroll Actions
- Payroll Checks
- Payroll Deductions
- Departmental Payroll Reports
a. Payroll and Check Register (01 Report)
b. Payroll Distribution Report (02 Report)
- Earnings Statements, W-2 Forms
- Direct Payroll Deposits
- Vacant
- Dual Employment
- Electronic Systems—Payroll Data
- Leave Payout
- Foreign National Students and Scholars
- Student Employee FICA Exemption
Procedure Statements
- Turnaround Personnel Action Forms
- Vacant
- Employee Time Record, Form PR-7
- Holiday Premium Pay
- Departmental Wage–Hour Certification Procedure
- On-Call and Emergency Callback Pay
- Employee's Withholding Exemption Certifications, Forms W-4 and NC-4
- Payroll Exceptions
- Nursing Shift Pay
- Medically Related Weekend Shift Pay
- Health Insurance for Temporary Full-Time Postdoctoral Appointments
- Processing of Tax Forms for Foreign Nationals
- EPA Salaries and Wages, Non-Service Post-Doctoral Awards, and Other Practices
Appendix Statements
Not all appendix forms are accessible via the Web. Those marked (View Only) are scanned pictures of forms that cannot be filled out from your desktop. State and Federal government forms can be accessed via Web links (see Appendices 6 and 35a–g) for the current year. Scroll to find the form(s) needed.
- EPA Personnel Action, Form PD-7 (Academic) (View Only)
- Vacant
- Employee Time Record, Form PR-7 (View Only)
- Payroll Exception Sheet, Form PR-14
- Vacant
- Employee's Withholding Exemption Certificates
a. NC-4, North Carolina
b. W-4, Federal
- a. Direct Payroll Deposit Authorization for all SPA and EPA Non-Faculty employees, Form PR-8B (PDF Format)
b. Cancellation of Direct Payroll Deposit Authorization, Form PR-9 (Word Format)
c. Direct Deposit Authorization for Faculty, Post-docs and EPA student employees, Form PR-8A (PDF Format)
- a. Holiday Premium Pay, Form PR-10 (Word Format)
b. Holiday Premium Pay Form Instructions
- On-Call Pay Form (Word Format)
- Vacant
- Dual Employment Certification, Form CP-30
- Vacant
- Vacant
- Wage and Tax Statement, Form W-2
- Vacant
- Affidavit for Lost or Stolen Check Form (Word Format)
- Affidavit for Forged Check (Word Format)
- Statement of Earnings
- Departmental Wage–Hour Certification
- Social Security (FICA) Rates
- Payroll and Check Register (01 Report)(View Only) (Requires the free QuickTime player. If you do not already have QuickTime, click here to go to the Apple QuickTime home page and install the Player. Then return to this page and click on the "Payroll and Check Register" link.)
- Payroll Distribution Report (Combined 02, 04, and 06 Reports)(View Only) (Requires the free QuickTime player. If you do not already have QuickTime, click here to go to the Apple QuickTime home page and install the Player. Then return to this page and click on the "Payroll Distribution Report" link.)
- Covered Classifications—Nursing Shift Pay
- Covered Classifications—Medically Related Weekend Shift Pay
- Vacant
- Vacant
- Postdoctoral Research Associate Alternate Source Health Insurance for Line 1
- Postdoctoral Research Associate Health Insurance Charged to Contracts & Grants
- Notification of Overpayment (Word Format)
- Electronic PD-7 System Access Request Form
- Vacant
- EPA Non-Faculty Leave Payout PD-7
- EPA Faculty Payout PD-7
- SPA Leave Payout
- Foreign National Information Form (UNC Form PR-100)
- Exemption from Withholding on Compensation for Independent Personal Service of a Nonresident Alien (IRS Form 8233)
Instructions
- Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding (IRS Form W-8BEN)
- Certificate of Academic Activity (for independent contractors and guest lecturers) (UNC form)
- Application for IRS Individual Taxpayer Identification Number (IRS Form W-7)
- Request for Taxpayer Identification Number and Certification (IRS Form W-9)
Instructions
- Request for Payment of Independent Contractor (UNC Form AP-1a) (see sample)
- U.S. Tax Treaties Covering Compensation to Teachers and Researchers
- U.S. Tax Treaties Covering Compensation to Students during Training
- U.S. Tax Treaties Covering Honorarium Compensation
- U.S. Tax Treaties Covering Scholarships and Fellowships
- Nonresident Aliens' Matrix of Visa Type and Tax Status
- Cutoff Dates and Paydays for Temporary Part-Time EPA Appointees, Paid Bi-Weekly (such as TAs)
- Graduate Student Payroll Deduction Authorization Form, PR-8G (PDF Format)
- Certification of Non-Service Requirements of Scholarship/Fellowship for Social Security Withholding Purposes (Word Format)
- Post Doctoral Non-Service Award (6578) with Taxable Supplement (1112)/Sample Form (View Only)
(pg. 2) Post Doctoral Research Associate with Alternate Source for Health Insurance for Line 1 (View Only)
- Rank Codes for Student/Others (View Only)
- Recommendation of EPA Personnel Action Form AP-2 with Instructions/Sample Form (View Only)
(pg. 2) Instructions for Action Form AP-2 (View Only)
- Recommendation for Student/Other EPS Personnel Action Form AP-2s with Instructions/Sample Form (View Only)
(pg. 2) Instructions—Recommendation for Student/Other EPS Personnel Action Form AP-2s (View Only)
- EPA Credentials Verification Statement, Form AP-2a/Sample Form (View Only)
- Employment Eligibility Verification Statement, Form I-9
Instructions, Form, and List of Acceptable Documents (Adobe format; View and Print)(Requires the free Adobe Acrobat Reader. If you do not already have Acrobat, click here to go to the Adobe home page and install the Reader. Then return to this page and click on the "Instructions, Form, ..." link.)
- Graduate Student Payroll Deduction Authorization Cancellation Form (PDF Format)
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