All Forms Listed by Department
Accounts Payable Forms
Standard (Fund & Account Required) and Expanded (Fund, Org & Account Required) Forms
Non Resident Alien Forms
Processing Flow Charts
Facilities Planning & Management Forms
Finance and Accounting Forms
Human Resources Forms
General Forms
Benefits Forms
Domestic Partnership Forms
Moving/Address Change Forms
New Baby Forms
New Hire Forms
Newly Married Forms
Rehire Forms
Suddenly Single Forms
Payroll Forms
Procurement Credit Card Forms
Purchasing Forms
Risk Management Forms
Sponsored Research Administration Forms
Sponsored Research Development Forms
Accounts Payable
- Standard (Fund & Account Required) and Expanded Forms (Fund, Org & Account Required) Forms
- Certificate of Auto Insurance (PDF Format, 18KB)
- Certification of Eligibility for Reimbursement of Automobile Mileage-Office in Home (Word Format, 396KB)
- Check Request - Standard (Excel Format, 23KB)
- Check Request - Expanded (Excel Format, 27KB)
- Check Request - Food or Hosting Related Expenses - Standard (Excel Format, 26KB)
- Check Request - Food or Hosting Related Expenses - Expanded (Excel Format, 29KB)
- Check Request - Recurring Payable Addendum (Word Format, 410KB)
- Fee Authorization Request - Standard (Word Format, 403KB)
- Fee Authorization Request - Expanded (Word Format, 404KB)
- Fellowship/Scholarship Payment Request - Standard (Excel Format, 28KB)
- Fellowship/Scholarship Payment Request - Expanded (Excel Format, 28KB)
- Foreign Travel Questionnaire (Word Format, 510KB)
- Independent Contractor Payment Authorization Request & Agreement - Standard (Excel Format, 51KB)
- Independent Contractor Payment Authorization Request & Agreement - Expanded (Excel Format, 51KB)
- Independent Contractor Pre-Selection Checklist (Word Format, 98KB)
- Mileage Reimbursement Request 2008 - Standard (Excel Format, 33KB)
- Mileage Reimbursement Request 2008 - Expanded (Excel Format, 33KB)
- Mileage Reimbursement Request 2009 - Standard (Excel Format, 33KB)
- Mileage Reimbursement Request 2009 - Expanded (Excel Format, 33KB)
- Miscellaneous Income Payment Request (including instructions) - Standard (Excel Format, 27KB)
- Miscellaneous Income Payment Request (including instructions) - Expanded (Excel Format, 27KB)
- Miscellaneous Income Payment Request For Multiple Recipients (including instructions) - Standard (Excel Format, 25KB)
- Miscellaneous Income Payment Request For Multiple Recipients (including instructions) - Expanded (Excel Format, 26KB)
- Notice to Recipients of Scholarships and Fellowships (Citizens & Resident Aliens) (Word Format, 396KB)
- Travel Reimbursement Instructions (Word Format, 395KB)
- Travel Reimbursement Request 2008 - Standard (Excel Format, 121KB)
- Travel Reimbursement Request 2008 - Expanded (Excel Format, 119KB)
- Travel Reimbursement Request 2009 - Standard (Excel Format, 121KB)
- Travel Reimbursement Request 2009 - Expanded (Excel Format, 119KB)
- Travel Roster (Word Format, 408KB)
- Vendor Information Form (Word Format, 115KB)
- Vendor Information Form (Accessible) (Word Format, 433KB)
- Non Resident Alien Forms
- Foreign National Information Form (Excel Format, 38KB)
- Foreign National Travel Reimbursement Supplement (Word Format, 397KB)
- NRA Form Requirements/Tax Rate Schedule
- Non-Resident Foreign National Fellowship/Scholarship Payment Request (Excel Format, 25KB)
- Notice to Recipients of Scholarships and Fellowships (Nonresident Foreign Nationals Only) (Word Format, 396KB)
- US Income Sourcing Rules
- W-7 Application for IRS Individual Taxpayer Identification Number
- W-8BEN Certification of Foreign Status of Beneficial Owner for United States Tax Withholding
- W-8BEN Instructions
- W-9 Request for Taxpayer Identification Number and Certification
- 8233 Exception from Withholding on Compensation for Independent Personal Services of a Nonresident Alien Individual
- 8233 Instructions
- Processing Flow Charts
- California Income Tax Withholding Payments to Individuals & Vendors Located Outside the State of California (PDF Format, 8KB)
- California Use Tax (PDF Format, 7KB)
- Payments to Individuals for other than Employment, Scholarships and Fellowships or Reimbursements or Advances (PDF Format, 11KB)
- Scholarship and Fellowship Payments to U.S. Citizens and Resident Aliens (PDF Format, 7KB)
- Scholarship and Fellowship Payments to Nonresident Aliens (PDF Format, 10KB)
- Travel Payments to Nonresident Aliens (PDF Format, 7KB)
Facilities Planning & Management
- Furniture Request (Word Format, 397KB)
- Non-Emergency Repair/ Maintenance Service Requests
- Request for Keys/Access Cards (Word Format, 400KB)
- Telephone/Data Requests
Finance and Accounting
- Budget Journal Voucher Form (Excel Format, 35KB)
- Budget Journal Voucher Form - Multipage (Excel Format, 53KB)
- Cash Receipt Form - Excel Template Version (Excel Format, 30KB)
- Cash Receipt Form - Print Version (Excel Format, 30KB)
- Journal Voucher Form (Excel Format, 29KB)
- Journal Voucher Form - Multipage (Excel Format, 51KB)
- Property Inventory Modification Request Form (Word Format, 417KB)
- Wire Transfer Authorization Form (Word Format, 409KB)
Human Resources
- General Forms
- Additional Employment - Furlough Certification Form (Word Format, 398KB)
- Address Change Form (Word Format, 394KB)
- Duplicate Time Report Request Form
- Report of Performance Form (PDF Format, 258KB)
- Report of Performance Form Instructions (PDF Format, 39KB)
- Special Pay Employee Appointment Form (Word Format, 433KB)
Special Pay Employee Appointment Form Instructions (Word Format, 409KB) - Temporary Employment Appointment Form (Word Format, 429KB)
Temporary Employment Appointment Form Instructions (word Format, 409KB) - Volunteer Forms (Word Format, 447KB)
- Benefits Forms
- Delta Dental Claim Form & Instructions
- Delta Dental HIPAA Release (PDF Format, 22KB)
- Medical Certification (Word Format, 406KB)
- Metlife Beneficiary Designation Form (Word Format, 136KB)
- Metlife Certificate of Insurance (PDF Format, 848KB)
- Domestic Partnership Forms
- SDSURF Declaration of Domestic Partnership Form (PDF Format, 30KB)
- SDSURF Domestic Partner Tax Dependency Certification Form (Word Format, 398KB)
- State of California Declaration of Domestic Partnership Form
- State of California Domestic Partnership Termination Notice (PDF Format, 185KB)
- Employee Health and/or Dental Declination Statement (Word Format, 407KB)
- FSA Dependent Card Authorization Form (PDF Format, 30KB)
- FSA Direct Deposit Authorization Form (PDF Format, 21KB)
- FSA Enrollment Form (PDF Format, 44KB)
- FSA Reimbursement Request Form (PDF Format, 229KB)
- Health Net - Benefit Enrollment / Change Form (also used for address changes) (PDF Format, 134KB)
- Health Net Transition of Care Policy (PDF Format, 39KB)
- Health Net Transition of Care Assistance Request Form (PDF Format, 402KB)
- Health Net HIPAA Release (PDF 59KB)
- Kaiser Permanente - Benefit Enrollment / Change Form (also used for address changes) (PDF Format, 128KB)
- Kaiser HIPAA Release (PDF Format, 27KB)
- Policy on Educational Reimbursement and Request for Reimbursement of Educational Expenses Form (Word Format, 394KB)
- Salary Reduction Agreement for Voluntary Tax-Deferred Annuity Program (Word Format, 402KB)
- Tax Deferred Annuity Program (PDF Format, 188KB)
- Tax Deferred Annuity Program (Accessible) (Word Format, 402KB)
- TIAA-CREF Address Change Form (PDF Format, 18KB)
- TIAA-CREF Notice of Change of Name Form (PDF Format, 29KB)
- TIAA-CREF Designation of Beneficiary Form
- TIAA-CREF Online Enrollment Instructions
- Moving/Address Change Forms
- Address Change Form (Word Format, 394KB)
- TIAA-CREF Address Change Form (PDF Format, 18KB)
- Health Net - Benefit Enrollment / Change Form (also used for address changes) (PDF Format, 134KB)
- Kaiser Permanente - Benefit Enrollment / Change Form (also used for address changes) (PDF Format, 128KB)
- New Baby Forms
- Employee Health and/or Dental Declination Statement (Word Format, 407KB)
- Metlife Beneficiary Designation Form (Word Format, 136KB)
- TIAA-CREF Designation of Beneficiary Form
- Health Net - Benefit Enrollment / Change Form (also used for address changes) (PDF Format, 134KB)
- Kaiser Permanente - Benefit Enrollment / Change Form (also used for address changes) (PDF Format, 128KB)
- W-4 Internal Revenue Service Employee's Withholding Allowance Certificate
- New Hire Forms
- DE 4 State of California Employee's Withholding Allowance Certificate (Optional)
- Designation of Physician Form - Optional (Word Format, 394KB)
- DMV Employee Pull Notice Program/Automobile Insurance and the Use of Vehicles on SDSU Research Foundation Business (Word Format, 212KB)
- Employee Certification Form - Employer Copy (PDF Format, 41KB)
- Employee Certification Form - Employee Copy (PDF Format, 41KB)
- Employee Fact Sheet (PDF Format, 114KB)
- I-9 Employment Eligibility Verification
- Payroll Direct Deposit Enroll/Cancel Form (Word Format, 46KB)
- Personal Data Sheet (Word Format, 407KB)
- Training and Development Notification (Word Format, 395KB)
- W-4 Internal Revenue Service Employee's Withholding Allowance Certificate
- Newly Married Forms
- Address Change Form (Word Format, 25KB)
- Employee Health and/or Dental Declination Statement (Word Format, 407KB)
- Metlife Beneficiary Designation Form (Word Format, 136KB)
- Name Change Form (Word Format, 396KB)
You must present new Social Security card with new name to Human Resources Representative. - Payroll Direct Deposit Enroll/Cancel Form (Word Format, 46KB)
- TIAA-CREF Address Change Form (PDF Format, 18KB)
- TIAA-CREF Notice of Change of Name Form (PDF Format, 29KB)
- TIAA-CREF Designation of Beneficiary Form
- Health Net - Benefit Enrollment / Change Form (also used for address changes) (PDF Format, 134KB)
- Kaiser Permanente - Benefit Enrollment / Change Form (also used for address changes) (PDF Format, 128KB)
- W-4 Internal Revenue Service Employee's Withholding Allowance Certificate
- Rehire Forms
- Suddenly Single Forms
- Address Change Form (Word Format, 394KB)
- Domestic Partnership Termination Notice (PDF Format, 185KB)
- Metlife Beneficiary Designation Form (Word Format, 136KB)
- Name Change Form (Word Format, 396KB)
You must present new Social Security card with new name to Human Resources Representative. - Payroll Direct Deposit Enroll/Cancel Form (Word Format, 46KB)
- TIAA-CREF Address Change Form (PDF Format, 18KB)
- TIAA-CREF Notice of Change of Name Form (PDF Format, 29KB)
- TIAA-CREF Designation of Beneficiary Form
- Health Net - Benefit Enrollment / Change Form (also used for address changes) (PDF Format, 134KB)
- Kaiser Permanente - Benefit Enrollment / Change Form (also used for address changes) (PDF Format, 128KB)
- W-4 Internal Revenue Service Employee's Withholding Allowance Certificate
Payroll
- Address Change Form (Word Format, 394KB)
- DE 4 State of California Employee's Withholding Allowance Certificate
- Payroll Direct Deposit Cancellation Form (Word Format, 392KB)
- Payroll Direct Deposit Enrollment Form (Word Format, 395KB)
- Request for Duplicate IRS Form W-2 (Word Format, 393KB)
- W-4 Internal Revenue Service Employee's Withholding Allowance Certificate
Procurement Credit Card Forms
- New Card Application (Word Format, 398KB)
- Cardholder User Agreement Form (Word Format, 34KB)
- Cardholder Maintenance Form (Word Format, 52KB)
- Lost/Non-Itemized Receipt Form (Word Format, 40KB)
- PI/Project Director Delegation of Approving Official Responsibilities (Word Format, 37KB)
- Policy and Procedure Manual (PDF Format, 364KB)
- Remittance Form (Word Format, 34KB)
- Training Reference Guide (PDF Format, 1386KB)
Purchasing
- Abstract of Quotations (Word Format, 399KB)
- Purchase Requisition Expanded Form (Excel Format, 21KB)
- Purchase Requisition Expanded Form (Accessible) (Word Format, 418KB)
- Purchase Requisition Standard Form (Excel Format, 22KB)
- Purchase Requisition Standard Form (Accessible) (Word Format, 418KB)
- Sole Source/Brand Name Justification (Word Format, 396KB)
- Vendor Information Form (Word Format, 115KB)
- Vendor Information Form (Accessible) (Word Format, 433KB)
Risk Management
- Accident / Incident Report (Word Format, 404KB)
Note: Please email completed form to rleebrown@foundation.sdsu.edu. - Certificate of Auto Insurance (PDF Format, 18KB)
- DMV Employee Pull Notice Program/Automobile Insurance and the Use of Vehicles on SDSU Research Foundation Business (Word Format, 219KB)
- Foreign Travel Questionnaire (Word Format, 510KB)
- Guidelines for Study Abroad Programs (Word Format, 193KB)
- Off Campus Program Assumption of Risk, Release & Participation Agreement Form (Word Format, 73KB)
- Property Loss or Damage Notice Form (Word Format, 58KB)
- Request for Insurance Certificate / Additional Insured Form (Word Format, 76KB)
- Special Events Form (Word Format, 948KB)
Sponsored Research Administration
- Application for High-Speed or Other Internet Access (Word Format, 392KB)
- Budget Adjustment Request Form (Excel Format, 22KB)
- Fee Authorization Request - Expanded (Word Format, 404KB)
- Request for Campus Program Fund (Word Format, 83KB)
- Wireless Communication Tools Request Form (Word Format, 393KB)
Sponsored Research Development
- Instructions for Completing the Proposal Routing Form Checklist
- Proposal Routing Form (Word Format, 236KB)
- SDSU Environmental Health and Safety Supplemental Questionnaire (Word Format, 88KB)