All Forms Listed by Department
SDSU Research Foundation is committed to making its web content accessible to everyone. Efforts are currently underway to ensure that our forms are usable by persons with disabilities who may be using assistive technologies. Therefore, over the next few months you may notice changes to the following forms as we work to make them accessible to all. If you have any questions, please contact: Debi Kempland at debikempland@foundation.sdsu.edu
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 Contracting & Compliance Forms
Sponsored Research Development Forms
Workers' Compensation 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 (PDF Format, 386KB)* (accessible version)
- Check Request - Standard (Excel Format, 31 KB)*)
- Check Request - Expanded (PDF Format, 386KB)* (accessible version)
- Check Request - Expanded (Excel Format, 31 KB)*
- Check Request - Food or Hosting Related Expenses - Standard (PDF Format, 383KB)* (accessible version)
- Check Request - Food or Hosting Related Expenses - Standard (Excel Format, 25 KB)*
- Check Request - Food or Hosting Related Expenses - Expanded (PDF Format, 383KB)* (accessible version)
- Check Request - Food or Hosting Related Expenses - Expanded (Excel Format, 25 KB)*
- 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 (PDF Format, 148KB)*
- Fellowship/Scholarship Payment Request - Expanded (PDF Format, 148KB)*
- Foreign Travel Questionnaire (PDF Format, 589 KB)*
- Hosting Justification (PDF Format, 117KB)*
- Independent Contractor Payment Authorization Request & Agreement - Standard (PDF Format, 434KB)*
- Independent Contractor Payment Authorization Request & Agreement - Expanded (PDF Format, 434KB)*
- Independent Contractor Pre-Selection Checklist (PDF Format, 356 KB)*
- Mileage Reimbursement Request 2012 - Standard (Accessible version) (PDF Format, 655 KB)*
- Mileage Reimbursement Request 2012 - Standard (Excel Format, 33KB)*
- Mileage Reimbursement Request 2012 - Expanded (Accessible version) (PDF Format, 655 KB)*
- Mileage Reimbursement Request 2012 - Expanded (Excel Format, 33KB)*
- Mileage Reimbursement Request 2013 - Standard (Accessible version) (PDF Format, 655 KB)*
- Mileage Reimbursement Request 2013 - Standard (Excel Format, 33KB)*
- Mileage Reimbursement Request 2013 - Expanded (Accessible version) (PDF Format, 655 KB)*
- Mileage Reimbursement Request 2013 - Expanded (Excel Format, 33KB)*
- Miscellaneous Income Payment Request (including instructions) - Standard (PDF Format, 429KB)*
- Miscellaneous Income Payment Request (including instructions) - Expanded (PDF Format, 429KB)*
- Miscellaneous Income Payment Request For Multiple Recipients (including instructions) - Standard (PDF Format, 305 KB)*
- Miscellaneous Income Payment Request For Multiple Recipients (including instructions) - Expanded (PDF Format, 305 KB)*
- Notice to Recipients of Scholarships and Fellowships (Citizens & Resident Aliens) (Word Format, 396KB)*
- Travel Reimbursement Instructions (Word Format, 395KB)*
- Travel Reimbursement Request 2012 - Standard (Excel Format, 121KB)*
- Travel Reimbursement Request 2012 - Expanded (Excel Format, 119KB)*
- Travel Reimbursement Request 2013 - Standard (Excel Format, 121KB)*
- Travel Reimbursement Request 2013 - Expanded (Excel Format, 119KB)*
- Travel Roster (Word Format, 408KB)*
- Vendor Information Form (PDF Format, 449 KB)*
- Void/Stop Payment Form (PDF Format, 161 KB)*
- Non Resident Alien Forms
- Foreign National Information Form (PDF Format, 365 KB)*
- Foreign National Travel Reimbursement Supplement (Word Format, 397KB)*
- NRA Form Requirements/Tax Rate Schedule
- Non-Resident Foreign National Fellowship/Scholarship Payment Request (PDF Format, 355 KB)*
- 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 (PDF Format, 230KB)*
- W-8BEN Certification of Foreign Status of Beneficial Owner for United States Tax Withholding (PDF Format, 320KB)*
- W-8BEN Instructions (PDF Format, 190KB)*
- W-9 Request for Taxpayer Identification Number and Certification (PDF Format, 342KB)*
- 8233 Exception from Withholding on Compensation for Independent Personal Services of a Nonresident Alien Individual (PDF Format, 267KB)*
- 8233 Instructions (PDF Format, 158KB)*
- 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)*
- Lost Computer Inventory Form (PDF Format, 325KB)*
- Off Campus Use of Equipment Agreement (PDF Format, 485KB)*
- Property Inventory Modification Request Form (PDF Format, 201KB)*
- Wire Transfer Authorization Form (Word Format, 409KB)*
Human Resources
- General Forms
- Address and/or Name Change Form (PDF Format, 374KB)*
You must present new Social Security card with new name to Human Resources Representative. - Duplicate Time Report Request Form
- Report of Performance Form (PDF Format, 258KB)*
- Report of Performance Form Instructions (PDF Format, 230KB)*
- 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)*
- Address and/or Name Change Form (PDF Format, 374KB)*
- Benefits Forms
- Benefit Enrollment / Change / Decline Form (PDF Format, 873KB)*
- 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 (PDF Format, 45KB)*
- State of California Domestic Partnership Termination Notice (PDF Format, 185KB)*
- FSA Direct Deposit Enrollment/Change Form (PDF Format, 179KB)*
- FSA Reimbursement Request Form (PDF Format, 179KB)*
- Health Net Transition of Care Policy (PDF Format, 39KB)*
- Health Net Transition of Care Assistance Request Form (PDF Format, 402KB)*
- Hartford Beneficiary Designation Form (PDF Format, 172KB)*
- Hartford Certificate of Life Insurance (PDF Format, 684KB)*
- Health Net HIPAA Release (PDF 59KB)*
- Kaiser HIPAA Release (PDF Format, 27KB)*
- Medical Certification (Word Format, 406KB)*
- Policy on Educational Reimbursement and Request for Reimbursement of Educational Expenses Form (Word Format, 394KB)*
- Salary Reduction Agreement for Voluntary Tax-Deferred Annuity Program (PDF Format, 196KB)*
- Tax Deferred Annuity Program (PDF Format, 26KB)*
- TIAA-CREF Address Change: Please go to www.tiaa-cref.org and log in. Select the “My Profile” tab. Click on “Contact Information & eDelivery Preferences” and then “Edit My Contact Information".
- TIAA-CREF Name Change: Please go to www.tiaa-cref.org and log in. Select the “My Profile” tab. Click on “Contact Information & eDelivery Preferences” and then “Edit My Contact Information.” Next click on “Name Change (PDF).” Complete the form, print it out and mail it to: TIAA-CREF, PO Box 1264, Charlotte, NC 28201.
- TIAA-CREF Beneficiary Change: Please go to www.tiaa-cref.org and log in. Select the “My Profile” tab, and then click on “Beneficiaries".
- TIAA-CREF Online Enrollment Instructions
- United Concordia Dental Claim Form (PDF Format, 22KB)*
- United Concordia Dental HIPAA Release Form (PDF Format, 94KB)*
- Moving/Address Change Forms
- Address and/or Name Change Form (PDF Format, 374KB)*
You must present new Social Security card with new name to Human Resources Representative. - TIAA-CREF Address Change: Please go to www.tiaa-cref.org and log in. Select the “My Profile” tab. Click on “Contact Information & eDelivery Preferences” and then “Edit My Contact Information".
- Address and/or Name Change Form (PDF Format, 374KB)*
- Becoming a Parent Forms
- Benefit Enrollment / Change / Decline Form (PDF Format, 873KB)*
- Hartford Beneficiary Designation/Change Form (PDF Format, 172KB)*
- TIAA-CREF Beneficiary Change: Please go to www.tiaa-cref.org and log in. Select the “My Profile” tab, and then click on “Beneficiaries".
- W-4 Internal Revenue Service Employee's Withholding Allowance Certificate (PDF Format, 220KB)*
- New Hire Forms
- DE 4 State of California Employee's Withholding Allowance Certificate (Optional) (PDF Format, 74KB)*
- 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 - Employee Copy (PDF Format, 41KB)*
- Employee Certification Form - Employer Copy (PDF Format, 41KB)*
- Employee Fact Sheet (PDF Format, 114KB)*
- I-9 Employment Eligibility Verification (PDF Format, 463KB)*
Must bring original document(s) with new name to Human Resources Representative, refer to “Lists of Acceptable Documents" on the last page of the I-9 Form. - Payroll Direct Deposit Enrollment Form (PDF Format, 358KB)*
- Personal Data Sheet (Word Format, 407KB)*
- Training and Development Notification (Word Format, 395KB)*
- W-4 Internal Revenue Service Employee's Withholding Allowance Certificate (PDF Format, 220KB)*
- Newly Married Forms
- Address and/or Name Change Form (PDF Format, 374KB)*
You must present new Social Security card with new name to Human Resources Representative. - Benefit Enrollment / Change / Decline Form (PDF Format, 873KB)*
- Hartford Beneficiary Designation/Change Form (PDF Format, 172KB)*
- I-9 Employment Eligibility Verification (PDF Format, 463KB)*
Must bring original document(s) with new name to Human Resources Representative, refer to “Lists of Acceptable Documents" on the last page of the I-9 Form. - Payroll Direct Deposit Cancellation Form (Word Format, 392KB)*
- Payroll Direct Deposit Enrollment Form (PDF Format, 358KB)*
- TIAA-CREF Address Change: Please go to www.tiaa-cref.org and log in. Select the “My Profile” tab. Click on “Contact Information & eDelivery Preferences” and then “Edit My Contact Information".
- TIAA-CREF Name Change: Please go to www.tiaa-cref.org and log in. Select the “My Profile” tab. Click on “Contact Information & eDelivery Preferences” and then “Edit My Contact Information.” Next click on “Name Change (PDF).” Complete the form, print it out and mail it to: TIAA-CREF, PO Box 1264, Charlotte, NC 28201.
- TIAA-CREF Beneficiary Change: Please go to www.tiaa-cref.org and log in. Select the “My Profile” tab, and then click on “Beneficiaries".
- W-4 Internal Revenue Service Employee's Withholding Allowance Certificate (PDF Format, 220KB)*
- Address and/or Name Change Form (PDF Format, 374KB)*
- Rehire Forms
- Address and/or Name Change Form (PDF Format, 374KB)*
You must present new Social Security card with new name to Human Resources Representative. - DE 4 State of California Employee's Withholding Allowance Certificate (Optional) (PDF Format, 74KB)*
- I-9 Employment Eligibility Verification (PDF Format, 463KB)*
Must bring original document(s) with new name to Human Resources Representative, refer to “Lists of Acceptable Documents" on the last page of the I-9 Form. - Payroll Direct Deposit Cancellation Form (Word Format, 392KB)*
- Payroll Direct Deposit Enrollment Form (PDF Format, 358KB)*
- W-4 Internal Revenue Service Employee's Withholding Allowance Certificate (PDF Format, 220KB)*
- Address and/or Name Change Form (PDF Format, 374KB)*
- Suddenly Single Forms
- Address and/or Name Change Form (PDF Format, 374KB)*
You must present new Social Security card with new name to Human Resources Representative. - Benefit Enrollment / Change / Decline Form (PDF Format, 873KB)*
- Domestic Partnership Termination Notice (PDF Format, 185KB)*
- Hartford Beneficiary Designation/Change Form (PDF Format, 172KB)*
- I-9 Employment Eligibility Verification (PDF Format, 463KB)*
Must bring original document(s) with new name to Human Resources Representative, refer to “Lists of Acceptable Documents" on the last page of the I-9 Form. - Payroll Direct Deposit Cancellation Form (Word Format, 392KB)*
- Payroll Direct Deposit Enrollment Form (PDF Format, 358KB)*
- TIAA-CREF Address Change: Please go to www.tiaa-cref.org and log in. Select the “My Profile” tab. Click on “Contact Information & eDelivery Preferences” and then “Edit My Contact Information".
- TIAA-CREF Name Change: Please go to www.tiaa-cref.org and log in. Select the “My Profile” tab. Click on “Contact Information & eDelivery Preferences” and then “Edit My Contact Information.” Next click on “Name Change (PDF).” Complete the form, print it out and mail it to: TIAA-CREF, PO Box 1264, Charlotte, NC 28201.
- TIAA-CREF Beneficiary Change: Please go to www.tiaa-cref.org and log in. Select the “My Profile” tab, and then click on “Beneficiaries".
- W-4 Internal Revenue Service Employee's Withholding Allowance Certificate (PDF Format, 220KB)*
- Address and/or Name Change Form (PDF Format, 374KB)*
Payroll
- Address and/or Name Change Form (PDF Format, 374KB)*
You must present new Social Security card with new name to Human Resources Representative. - DE 4 State of California Employee's Withholding Allowance Certificate (Optional) (PDF Format, 74KB)*
- Payroll Direct Deposit Cancellation Form (Word Format, 392KB)*
- Payroll Direct Deposit Enrollment Form (PDF Format, 358KB)*
- Request for Duplicate IRS Form W-2 (Word Format, 393KB)*
- smartOne Pay Card Enrollment Form (PDF Format, 178KB)*
- W-4 Internal Revenue Service Employee's Withholding Allowance Certificate (PDF Format, 220KB)*
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 (PDF Format, 335KB)*
- Training Reference Guide (PDF Format, 1386KB)*
Purchasing
- Abstract of Quotations (Word Format, 399KB)*
- Authorization for Business-Related Cell Phone Service Reimbursement (Excel Format, 22KB)*
- Hosting Justification (PDF Format, 117KB)*
- Instructions - Transfer of Liability for Cellular Service Plans (PDF Format, 199KB)*
- Off Campus Use of Equipment Agreement Form (Excel Format, 16KB)*
- 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 (PDF Format, 449 KB)*
- Verizon Assumption of Liability Authorization Form (Word Format, 118KB)*
Risk Management
- Accident / Incident Report (Word Format, 404KB)*
Note: Please email completed form to riskmanagement@foundation.sdsu.edu. - Certificate of Auto Insurance (PDF Format, 82KB)*
- DMV Employee Pull Notice Program/Automobile Insurance and the Use of Vehicles on SDSU Research Foundation Business (Word Format, 219KB)*
- Foreign Travel
- Property Loss or Damage Notice Form (PDF Format, 154KB)*
- Request for Insurance Certificate / Additional Insured Form (PDF Format, 166 KB)*
- Special Events Form (PDF Format, 1.00 MB)*
- Waiver of Liability Form (PDF Format, 154KB)*
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 (PDF Format, 228KB)*
- Wireless Communication Tools Request Form (Word Format, 393KB)*
Sponsored Research Contracting & Compliance
- Subrecipient Commitment Form (PDF Format, 260KB)*
- Subcontractor Monitoring Requirement (PDF Format, 108KB)*
Sponsored Research Development
- Instructions for Completing the Proposal Routing Form Checklist
- Proposal Routing Form (PDF Format, 302 KB)*
- SDSU Environmental Health and Safety Supplemental Questionnaire (Word Format, 142KB)*
Workers' Compensation
- Accident / Incident Report (Word Format, 404KB)*
- Workers' Compensation Claim Form (PDF Format, 171KB)*
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