Forms & Resources

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Trustees IRS Determination Letter

Trustees IRS Determination Letter (pdf)

Trustees-IRS-Determination-Letter

Taxes

Corporate Tax, Compliance & Payroll

Unclaimed Property Due Diligence Accounts Payable Checks

Unclaimed Property Due Diligence Accounts Payable Checks (docx)

Unclaimed-Property-Due-Diligence-Disbursements-Checks

Comptroller

Corporate Tax, Compliance & Payroll

Unclaimed Property Due Diligence Calendars

Unclaimed Property Due Diligence Calendars (docx)

Unclaimed-Property-Due-Diligence-Calendars

Comptroller

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-Credits

Corporate Tax, Compliance & Payroll

Unclaimed Property Due Diligence Imprest Accounts

Unclaimed Property Due Diligence Imprest Accounts (docx)

Unclaimed-Property-Due-Diligence-for-Imprest-Accounts

Corporate 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-Policy

Donor Resources

Gift & Investment Services

Unrelated Business Income (UBI) Worksheet

Unrelated Business Income (UBI) Worksheet (xls) - for use in completing Form 990T

UBI-Worksheet-990-T

Payments

Taxes

Comptroller

Corporate Tax, Compliance & Payroll

Utah (UT) State Sales Tax Template

Utah (UT) State Sales Tax Template (xls)

UT-Tax-Template

Payments

Taxes

Comptroller

Corporate Tax, Compliance & Payroll

Verification and Tagging of New Equipment Acquisitions

Asset Tagging (PDF)

Asset-Tagging

Accounting

Comptroller

Vermont (VT) State Sales Tax Template

Vermont (VT) State Sales Tax Template (xls)

VT-Sales-Tax-Template

Payments

Taxes

Comptroller

Corporate Tax, Compliance & Payroll