Forms, Policies, and Procedures

Download forms for accounts payable, travel, human resources, and more. Forms must be printed, filled out and signed (as required) before submission to the Tower Foundation.

Account

Account Authorization [PDF] (New account or change an existing account)

 

Accounts Payable (Purchasing & Procurement)

Hospitality Guidelines [PDF]

Independent Contractor Agreement [PDF]

Reimbursed Salary Authorization Form [DocuSign]

Release Time Authorization [DocuSign]

Requisition Purchase Order and Procedures [PDF]

Vendor/Consultant Data Form [PDF]

W-9 Request For Taxpayer ID [PDF]

W-8BEN Request For Foreign Taxpayer ID [PDF]

 

Donations

Donation Deposit [PDF]

Gift Intent Form (In-Kind) [PDF]

Non-Monetary Gift Acceptance Form [PDF]

RBC Wealth Management Stock Form [PDF]
Email form via Adobe Acrobat to maria.ramirez@sjsu.edu

Wells Fargo Advisors Stock Form [PDF]
Email form via Adobe Acrobat to maria.ramirez@sjsu.edu

 

Event

Event Authorization Form [PDF]

Event Finance Report [XLS]

Fundraising Event Procedures [PDF]

Raffle Procedures [PDF]

 

Human Resources

Conflict of Interest Policy

Employee Appointment Form [PDF] (For students, staff, or anyone not an SJSU employee)

University Employee Appointment Form [PDF]

IRS form W-4 [PDF]

Payroll and Holiday Calendar 2019 [PDF]

 

Procurement Card (P-Card)

Procurement Card Policy [PDF] and Procurement Card Application [PDF]

Reference Guide Access Online

 

Student Clubs and Organizations

Requests for Tax ID or W-9

EXAMPLE: Filling out a Donation Deposit Form

 

Travel

SJSU Student Travel Informed Consent [PDF]

Travel Advance [PDF]

Travel Approval [PDF]

Travel Policy [PDF] and Travel Expense Claim [XLS]

 

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