Forms
Find the forms and documents you need for various Research Foundation tasks and processes.
Find by Category
Accounts Payable, Cashiering, Hiring, Human Resources, Independent Contractors, Sponsored Programs - Pre-Award, Sponsored Programs - Post-Award, Self-Support Programs, Payroll, Performance Appraisal, P-Card, Travel, Workers Compensation
Accounts Payable
- ACH Enrollment Form: Faculty, Staff, Students [pdf]
- ACH Enrollment Form: Vendors [pdf]
- California Form 587: Nonresident Withholding Allocation Worksheet [pdf]
- California Form 590: Withholding Exemption Certificate [pdf]
- IRS Form W-8BEN Certificate of Foreign Status of Beneficial Owner for U.S. Tax Withholding and Reporting [pdf]
- IRS Form W9: Request for Taxpayer Identification Number and Certification [pdf]
- Justification for Percentage of Business Use [pdf]
- Privately Owned Vehicle Use Authorization [pdf]
- Purchase Requisition Form [pdf]
- Sole Source/Brand Name Justification [pdf]
Cashiering
Complaints
COVID-19-Related Telecommuting
Temporary Telecommuting Accommodation and Acknowledgement Form - Central Office [pdf]
Temporary Telecommuting Accommodation and Acknowledgement Form - Programs [pdf]
Hiring
- Applicant Data Summary Sheet [pdf]
- Appointment Form: Non-Faculty [pdf]
- Employment Application [pdf]
- Job Description Template [pdf]
- New Hire Forms: Faculty [pdf]
- New Hire Forms: Non-Academic [pdf]
- Request to Recruit [pdf]
Human Resources
- Address/Name Change Form [pdf]
- Candidate Reference Check [pdf]
- Catastrophic Leave Donation Request [pdf]
- Direct Deposit Authorization [pdf]
- Leave of Absence Request [pdf]
- Payroll Deduction Authorization [pdf]
- Request For Additional Employment [pdf]
- Request for Classification Review [pdf]
- Salary Reduction Agreement [pdf]
- Volunteer Form [pdf]
- IRS Form W-4: Employee Withholding Allowance [pdf]
Independent Contractors
- Determination of Independent Contractor Status Checklist & Agreement - CA Only [pdf]
- Independent Contractor Checklist and Agreement - All Except CA [pdf] [pdf]
- General Provisions for Independent Contractor Services - Non-Disclosure Agreement [pdf] [pdf]
- Independent Contractor Proprietary Rights Assignment [pdf] [pdf]
Office of Sponsored Programs: Post-Award
- In-Kind Contribution Report [pdf]
- Internal Approval Request [pdf]
- Internal Budget Revision [pdf]
- Inventory of Residual Inventory and Property (NASA) [pdf]
- New Technology Summary Report (NASA) [pdf]
- Request for Additional Authorized Signers [pdf]
- Sample Non-Service Stipend Award & Acceptance Letter (Non-Student) [pdf]
- Sample Non-Service Stipend Award & Acceptance Letter (Student) [pdf]
- Time Certification for In-Kind Contribution [pdf]
Office of Sponsored Programs: Pre-Award
- Application of Fringe Benefits Rate Chart [pdf]
- Biosketch Format (NIH)
- Biosketch Format (NSF) Refer to NSF PAPPG for Specific Requirements
- California Form 700-U [pdf]
- Colleges and Universities Rate Agreement [pdf]
- Current and Pending Template (EPA) [pdf]
- Current and Pending Template (NSF) [doc]
- Current and Pending Sample (NIH) [doc]
- Facilities and Administrative Rates Chart [pdf]
- Financial Conflict of Interest (FCOI) Disclosure Form - 1 [pdf]
- Financial Conflict of Interest (FCOI) Disclosure Form - 2 [pdf]
- Financial Conflict of Interest (FCOI) Disclosure Form: AddendumInstru [pdf]
- Invention Declaration Form [pdf]
- Invention Disclosure Form [pdf]
- Proposal Budget Justification Template [doc]
- Proposal Budget Template (Excel)
- Proposal Preparation Checklist [pdf]
- Proposal Routing and Approval Form with Instructions [pdf]
- Proposal Submission Timeline Chart [pdf]
- Subrecipient Committment Form [pdf]
- Subrecipient - Service Agreement Determination Form [pdf]
Self-Support Programs
Payroll
Performance Appraisal
- Employee Performance Appraisal [pdf]
- Employee Performance Appraisal (Fewer than 6 months tenure, informal review) [pdf]
- Performance Appraisal - Student Assistant [pdf]
- Annual Performance Appraisal Process Employee Overview
- Annual Performance Appraisal Process Manager Overview
Procurement Card ("P-Card")
- Maintenance Form [pdf]
- New Card Application [pdf]
- Remittance Form [pdf]
- Lost P-Card Receipt Form [pdf]
- Restricted Purchase Pre-Approval [pdf]
Travel
Workers Compensation
- SJSU Research Foundation Injury/Illness Investigation Report [pdf]
- California Employer's Report of Occupational Injury or Illness (DLSR 5020) [pdf]
