Forms

Accounts Payable

ACH Enrollment Form: Faculty, Staff, Students

ACH Enrollment Form: Vendors

California Form 587: Nonresident Withholding Allocation Worksheet

California Form 590: Withholding Exemption Certificate

IRS Form W-8BEN
Certificate of Foreign Status of Beneficial Owner for U.S. Tax Withholding and Reporting

IRS Form W9: Request for Taxpayer Identification Number and Certification

Justification for Percentage of Business Use

Privately Owned Vehicle Use Authorization

Purchase Requisition Form

Sole Source/Brand Name Justification



Cashiering

Credit Card Detail Listing

Deposit Summary



 

DocuSign Forms for Hiring

DocuSign Non-Academic Appointment Form

DocuSign Non-Faculty New Hire Form

DocuSign Faculty New Hire Form

 



Hiring-Other Forms

Applicant Data Summary Sheet

New Electronic Faculty Appointment Form Using Docusign

Appointment Form: Non-Faculty

Non-faculty

Employment Application

Job Description Template

New Hire Forms: Faculty

New Hire Forms: Non-Academic

Request to Recruit



Human Resources

Address/Name Change Form

Candidate Reference Check

Catastrophic Leave Donation Request

Direct Deposit Authorization

Leave of Absence Request

Payroll Deduction Authorization

Request For Additional Employment

Request for Classification Review

Salary Reduction Agreement

Volunteer Form

IRS Form W-4: Employee Withholding Allowance



Independent Contractors

Determination of Independent Contractor Status Checklist & Agreement - CA Only

Determination of Independent Contractor Status Checklist & Agreement - All Except CA

General Provisions for Independent Contractor Services - Non-Disclosure Agreement

Independent Contractor Proprietary Rights Assignment



Office of Sponsored Programs: Post-Award

In-Kind Contribution Report

Internal Approval Request

Internal Budget Revision

Inventory of Residual Inventory and Property (NASA)

New Technology Summary Report (NASA)

Request for Additional Authorized Signers

Sample Non-Service Stipend Award & Acceptance Letter (Non-Student)

Sample Non-Service Stipend Award & Acceptance Letter (Student)

Time Certification for In-Kind Contribution



Office of Sponsored Programs: Pre-Award

Application of Fringe Benefit Rates Chart

Biosketch Format (NIH)

Biosketch Format (NSF)
Refer to NSF PAPPG for Specific Requirements

California Form 700-U

Current and Pending Template (EPA)

Current and Pending Template (NSF)

Current and Pending Sample (NIH)

Financial Conflict of Interest (FCOI) Disclosure Form - 1

Financial Conflict of Interest (FCOI) Disclosure Form - 2

Financial Conflict of Interest (FCOI) Disclosure Form: Addendum

Invention Declaration Form

Invention Disclosure Form

Proposal Budget Template (Excel)

Proposal Preparation Checklist

Proposal Routing and Approval Form with Instructions



Self-Support Programs

Request/Agreement for Self-Support Project Account



Payroll

Blank Timesheet



Performance Appraisal

Employee Performance Appraisal

Employee Performance Appraisal (Fewer than 6 months tenure, informal review)

Performance Appraisal - Student Assistant

Annual Performance Appraisal Process Employee Overview

Annual Performance Appraisal Process Manager Overview



Procurement Card "P-Card"

Maintenance Form

New Card Application

Remittance Form

Lost P-Card Receipt Form

Restricted Purchase Pre-Approval



Telecommuting

Temporary Telecommuting Accommodation and Acknowledgement Form - Central Office

Temporary Telecommuting Accommodation and Acknowledgement Form - Programs

 



Travel

Request for Approval of Travel

Travel Expense Claim Form

Travel Per Diem Rate Lookup