Forms & Resources
The Bottom Line – September, 2020
The Bottom Line - published, September, 2020
The-Bottom-Line-September-2020Training
Financial Training
The Bottom Line – Special HCM Edition – June 2019
The Bottom Line - Special HCM Edition - published, June 2019
The-Bottom-Line-June-2019-Special-Edition-HCMTraining
Financial Training
The Office of Research Services
The Office of Research Services works to ensure that these funds are properly administered and provides assistance to Penn’s principal investigators and business administrators.
PENN Research ServicesDonor Resources
Research Services
Trustees IRS Determination Letter
Trustees IRS Determination Letter (pdf)
Trustees-IRS-Determination-LetterTaxes
Corporate Tax, Compliance & Payroll
Unclaimed Property Due Diligence Accounts Payable Checks
Unclaimed Property Due Diligence Accounts Payable Checks (docx)
Unclaimed-Property-Due-Diligence-Disbursements-ChecksComptroller
Corporate Tax, Compliance & Payroll
Unclaimed Property Due Diligence Calendars
Unclaimed Property Due Diligence Calendars (docx)
Unclaimed-Property-Due-Diligence-CalendarsComptroller
Corporate Tax, Compliance & Payroll
Unclaimed Property Due Diligence for AR Credits
Unclaimed Property Due Diligence for AR Credits (docx)
Unclaimed-Property-Due-Diligence-for-AR-CreditsCorporate Tax, Compliance & Payroll
Unclaimed Property Due Diligence Imprest Accounts
Unclaimed Property Due Diligence Imprest Accounts (docx)
Unclaimed-Property-Due-Diligence-for-Imprest-AccountsCorporate Tax, Compliance & Payroll
University of Pennsylvania Naming Policy
This Policy applies to all naming by the University of Pennsylvania and its operating divisions and subsidiaries (the “University” or “Penn”) for recognition purposes, whether occurring before or after the effective date of this Policy. Effective - May 15, 2109 Revised - September 16, 2020
University-of-Pennsylvania-Naming-PolicyDonor Resources
Gift & Investment Services
Unrelated Business Income (UBI) Worksheet
Unrelated Business Income (UBI) Worksheet (xls) - for use in completing Form 990T
UBI-Worksheet-990-TPayments
Taxes
Comptroller
Corporate Tax, Compliance & Payroll