• Skip to Content

SDSU Research Foundation

  • Departments
    • Accounts Payable
    • Communications
    • Executive Office
    • Facilities
    • Financial Services
    • Human Resources
    • Information Systems
    • Payroll
    • Purchasing
    • Risk Management
    • SR Administration
    • SR Contracting & Compliance
    • SR Development
    • Division of Research and Innovation
  • About Us
    • Board of Directors
    • Financial Statements & Reports
    • Governing Documents
    • Management Team
    • Mission, Vision, and Values
    • Organizational Charts
    • Requests for Information
    • SDSURF Reports/Publications
    • SDSURF Directory
  • Employees
    • Calendars/Deadlines
    • Career Opportunities
    • E-Mail
    • Employee Dashboard
    • Forms
    • Human Resources
    • MyRF
    • SDSURF SharePoint Site
    • CSULearn Training Portal
    • WorkForce
    • WorkForce (Mobile)
    • WorkForce (Accessible)
  • PIs/Fund Mgrs
    • Calendars/Deadlines
    • Federal Updates
    • Forms
    • Find Your SR Staff Contacts
    • Grant-Related Workshops
    • MyRF
    • iCIMS Manager Access
    • Pre-Award
    • At-Award (SRCC)
    • Post-Award
    • Project Administration Guide
    • WorkForce
    • WorkForce (Mobile)
    • WorkForce (Accessible)
  • Quick Links
    • Calendars/Deadlines
    • Career Opportunities
    • Emburse
    • Coronavirus (COVID-19) Information
    • Forms
    • infoEd
    • PCard US Bank Access Online
    • MyRF
    • PaymentWorks
    • Project Administration Guide
    • SDSU Directory
    • SDSURF Directory
    • Secure File Send
    • Submit a Support Request
    • WorkForce
    • WorkForce (Mobile)
    • WorkForce (Accessible)
Back to Navigation

SDSURF › Information for Research Foundation Employees ›  Forms Listed by Department

Forms Listed by Department

  • Accounts Payable Forms
    • Non Resident Alien Forms
    • Processing Flow Charts
  • Facilities Planning & Management Forms
  • Finance and Accounting Forms
  • Human Resources Forms
    • Temporary Telework Forms
    • General Forms
    • Benefits Forms
    • Domestic Partnership Forms
    • Moving/Address Change Forms
    • New Baby Forms
    • New Hire / Rehire Forms
    • Newly Married Forms
    • Suddenly Single Forms
  • Payroll Forms
  • Procurement Credit Card Forms
  • Purchasing Forms
  • Risk Management Forms
  • Sponsored Research Administration Forms
  • Sponsored Research Development Forms
  • Workers' Compensation Forms


Accounts Payable


  • Business-Related Cell Phone Service Reimbursement   (PDF Format, 368KB)*
  • Business-Related Internet Service Reimbursement Form (PDF Format, 279KB)*
  • Internet Service Reimbursement Instructions (PDF Format, 79KB)*
  • Certificate of Auto Insurance   (PDF Format, 92KB)*
  • Certification of Eligibility for Reimbursement of Automobile Mileage-Office in Home   (Word Format, 137KB)*
  • Disbursement Request Form  (PDF Format, 354KB)*
  • Fee Authorization Standard Form   (Word Format, 403KB)*
  • Fee Authorization Expanded Form   (Word Format, 404KB)*
  • Fellowship/Scholarship Payment Request Form   (PDF Format, 511KB)*
  • Foreign Travel
  • Hospitality Justification Form   (PDF Format, 190KB)*
  • Independent Contractor Payment Authorization Request & Agreement Standard Form   (PDF Format, 434KB)*
  • Independent Contractor Payment Authorization Request & Agreement Expanded Form   (PDF Format, 434KB)*
  • Independent Contractor Pre-Selection Checklist   (PDF Format, 233KB)*
  • Notice to Recipients of Scholarships and Fellowships (Citizens & Resident Aliens)   (Word Format, 396KB)*
  • Travel Reimbursement Instructions & Form   (PDF Format, 1,094KB)*
  • Travel Reimbursement Request Form (Excel Version)   (Excel Format, 68KB)*
  • Travel Roster   (Word Format, 408KB)*
  • Vaccination Requirement Policy For Contracted Vendors    (PDF Format, 131KB)*
  • Void/Stop Payment Form   (PDF Format, 161KB)*

Non Resident Alien Forms

  • NRA Form Requirements/Tax Rate Schedule
  • Non-Resident Foreign National Fellowship/Scholarship Payment Request   (PDF Format, 355KB)*
  • Notice to Recipients of Scholarships and Fellowships (Nonresident Foreign Nationals Only)   (Word Format, 396KB)*
  • US Income Sourcing Rules
  • W-8BEN Certification of Foreign Status of Beneficial Owner for United States Tax Withholding   (PDF Format, 320KB)*
  • W-8BEN Instructions   (PDF Format, 190KB)*
  • W-8BEN-E Certification of Status of Beneficial Owner for United States Tax Withholding (Entities)   (PDF Format, 320KB)*
  • W-8BEN-E Instructions   (PDF Format, 190KB)*
  • 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)*
  • Travel Payments to Nonresident Aliens   (PDF Format, 7KB)*


Facilities Planning & Management


  • Furniture Request   (PDF Format, 615KB)* (Updated 10/2016)
  • Non-Emergency Repair/ Maintenance Service Requests
  • Request for Keys/Access Cards   (Word Format, 400KB)* (Updated 10/03/08)
  • Telephone/Data Requests   (PDF Format, 125KB)* (Updated 10/2016)


Finance and Accounting


  • Budget Journal Voucher Form   (Excel Format, 35KB)* (Updated 9/21/07)
  • Journal Voucher Form   (Excel Format, 29KB)* (Updated 9/21/07)
  • Lost Computer Inventory Form   (PDF Format, 325KB)* (Updated 11/9/18)
  • Merchant Account Setup Form (PDF Format, 477KB)* (Updated 4/10/20)
  • Off Campus Use of Equipment Agreement (Smartsheet Form)* (Updated 9/6/24)
  • Online Credit Card Processing Request Form (PDF Format, 475KB)* (Updated 4/10/20)
  • Property Inventory Modification Request Form (PIMR) (Updated 11/14/23)
  • Property Inventory Modification Request (PIMR) Instructions and Guidelines (Updated 4/7/25)
  • Wire Transfer Authorization Form   (PDF Format, 409KB)* (Updated 6/28/18)


Human Resources


Telework Forms

Request for Alternative Work Arrangement Form   (Google Form)*

Voluntary Telework Agreement - Project/Agency (March 20, 2024)

Voluntary Telework Policy (PDF Format, 111KB)* (March 20, 2024)


General Forms

  • Address / Email Change Request (Web form to complete and submit through Adobe Sign) (Updated 5/13/25)
  • Additional Compensation Form   (PDF Format, 601KB)* (Updated 9/29/14)
  • Legal Name / Social Security Number Change Request   (Web form to complete, upload documents and submit through Adobe Sign) (Updated 5/13/25)
  • Report of Performance Form   (PDF Format, 258KB)*
  • Report of Performance Form Instructions   (PDF Format, 230KB)*
  • SDSURF Complaint Form  (Adobe Sign Web Form)*
  • Volunteer Forms   (PDF Format, 548KB)* (Updated 12/3/21)
  • SDSURF Live Scan Fingerprinting Procedures Form   (PDF Format, 478KB)* (Updated 7/20/15)

Benefits Forms

  • Reasonable Accommodation Request Form (Web form to complete and submit through Adobe Sign)*
  • Tuition Support Policy (PDF Format, 149KB)*
  • Tuition Support Request and Reimbursement Form (PDF Format, 712KB)*

Domestic Partnership Forms

  • SDSURF Declaration of Domestic Partnership Form   (PDF Format, 30KB)* (Updated 2006)
  • SDSURF Domestic Partner Tax Dependency Certification Form   (Word Format, 398KB)* (Updated 2/25/10)
  • State of California Declaration of Domestic Partnership Form   (PDF Format, 45KB)* (Updated 1/2012)
  • State of California Domestic Partnership Termination Notice   (PDF Format, 185KB)* (Updated 2013)

TIAA Retirement Changes

  • TIAA Address Change: Please go to www.tiaa.org and log in. Select the "My Profile" tab. Click on "Personal Information" and then "Update Your Contact Information".
  • TIAA Name Change: Please go to www.tiaa.org and search for "name change". Select "Notice of Name Change (PDF). Complete the form, print it out and mail it with the appropriate documentation to: TIAA, PO Box 1259, Charlotte, NC 28201-1259.
  • TIAA Beneficiary Change: Please go to www.tiaa.org and log in. Select the “My Portfolio” tab, and then click on “Beneficiaries".
  • TIAA Online Enrollment Instructions   (PDF Format, 361KB)* (Updated 9/2019)

Payroll Forms to Consider with Qualifying Life Events

  • Address / Email Change Request (Web form to complete and submit through Adobe Sign) (Updated 5/13/25)
  • W-4 Internal Revenue Service Employee's Withholding Certificate ( 2025)   (Web form to completed and submit through Adobe Sign)


Payroll


  • Address / Email Change Request (Web form to complete and submit through Adobe Sign) (Updated 5/13/25)
  • DE 4 State of California Employee's Withholding Allowance Certificate (Optional)   (PDF Format, 74KB)*
  • Payroll Direct Deposit Enrollment and Cancellation Web Form (Web form to complete and submit through AdobeSign) Updated 3/25/25)
  • Payroll Foreign National Information Form  (Web form completed through Adobe Sign)* (Updated 5/23/20)
  • Request for Duplicate IRS Form W-2  (Web form to complete and submit through AdobeSign) (Updated 5/3/23)
  • W-4 Internal Revenue Service Employee's Withholding Certificate ( 2025)   (Web form to completed and submit through Adobe Sign)


WorkForce Forms

  • Alternate Work Schedule (AWS) Request Form   (PDF Format, 106B )* (Updated 4/8/14)
  • Approving Supervisor/Manager Agreement - WorkForce ACT Form   (Adobe Sign Form)* (Updated 3/22/23)
  • Meal Period Waiver - Employee Shift 6 hours or less Form   (PDF Format, 559KB)* (Updated 7/17/18)
  • Meal Period Waiver - Employee Shift 10 to 12 hours Form   (PDF Format, 559KB)* (Updated 7/17/18)
  • Time Sheet Description Request Form   (PDF Format, 125KB)* (Updated 5/7/14)


Procurement Credit Card Forms


  • New Card Application   (PDF Format, 188KB)* (Updated 8/28/23)
  • Authorized Approver Agreement Form   (PDF Format, 137KB)* (Updated 8/28/23)
  • Cardholder User Agreement Form   (PDF Format, 101KB)* (Updated 8/28/23)
  • Cardholder Maintenance Form   (PDF Format, 172KB)* (Updated 8/25/23)
  • Lost/Non-Itemized Receipt Form   (PDF Format, 117KB)* (Updated 7/09/13)
  • PCard Policy & Procedure Manual (PDF format 393KB)*
  • Travel Procurement Card Holder Addendum   (PDF Format,191KB)* (Updated 8/29/19)

Pre-Approval Travel Forms

These forms are used for pre-approval of travel on SDSURF funds before expense is incurred.


  • Login to Adobe Sign.
    Instructions to access pre-approval travel forms  (PDF Format, 419KB)*
  • T-1 Additional Traveler Form   (PDF Format, 230KB)* (Updated 9/24/13)

Purchasing


  • Abstract of Quotations   (PDF Format, 150KB)* (Updated 3/29/19)
  • Business-Related Internet Service Reimbursement Form (PDF Format, 279KB)*
  • Hospitality Justification Form   (PDF Format, 190KB)* (Updated 2/27/24)
  • Instructions - Transfer of Liability for Cellular Service Plans   (PDF Format, 199KB)* (Updated 1/14/13)
  • Lost Computer Inventory Form   (PDF Format, 325KB)* (Updated 11/9/18)
  • Off Campus Use of Equipment Agreement Form   (Excel Format, 16KB)* (Updated 12/14/12)
  • Property Inventory Modification Request Form   (PDF Format, 803KB)* (Updated 10/13/20)
  • Purchase Requisition   (Excel Format, 40KB)* (Updated 04/05/23)
  • Purchase Requisition - Accessible PDF version   (PDF Format, 1,370KB)* (Updated 05/24/23)
  • Sole Source/Brand Name Justification   (PDF Format, 718KB)* (Updated 3/29/19)
  • Vaccination Requirement Policy For Contracted Vendors    (PDF Format, 131KB)*
  • Vaccination Verification For Vendors/Contracted Partners Form    (PDF Format, 166KB)* (Updated 8/16/21)
  • Vendor Information Form and ACH Authorization Web Form (Web form to complete and submit through AdobeSign) (Updated 4/22/20)
  • Vendor Information Form and ACH Authorization (Form to fax or mail to AP dept.)   (PDF Format, 982KB)* (Updated 10/26/18)
  • Verizon Assumption of Liability Authorization Form   (Word Format, 118KB)* (Updated 4/22/08)


Risk Management


  • Ergonomic Workstation Evaluation Request   (PDF Format, 428KB)* (Updated 3/17/22)
    Please email completed form to sdsurfriskmanagement@sdsu.edu.
  • Foreign Travel Instructions
  • Occupational Accident, Injury and Illness Investigation Report   (PDF Format, 1KB)* (Updated 8/12/19)
    Note: Please email completed form to riskmanagement@foundation.sdsu.edu.
  • Property Loss or Damage Notice Form   (PDF Format, 154KB)* (Updated 5/09/11)
  • Request for Insurance Certificate / Additional Insured Form   (PDF Format, 166KB)* (Updated 4/11/13)
  • Special Events Form   (Adobe Sign Web Form)
  • Waiver of Liability Form   (PDF Format, 154KB)* (Updated 7/24/12)
  • Workplace/SDSURF Violence Prevention Reporting Form (Adobe Sign Web Form)* (Updated 7/23/24).


Sponsored Research Administration


  • Budget Adjustment Request Form   (Excel Format, 22KB)* (Updated 3/22/07)
  • Fee Authorization Request - Expanded   (Word Format, 404KB)* (Updated 10/03/08)
  • Request for Campus Program Fund   (PDF Format, 228KB)* (Updated 1/24/07)
  • Wireless Communication Tools Request Form   (PDF Format, 176KB)* (Updated 11/29/21)


Sponsored Research Contracting & Compliance


  • Subrecipient Commitment Form   (PDF Format, 259KB)* (Updated 6/8/23)
  • Subrecipient Commitment for Modifications Form   (PDF Format, 733KB)* (Updated 8/6/18)
  • Subcontractor Monitoring Requirement   (PDF Format, 108KB)* (Updated 2/11/13)


Sponsored Research Development


  • SDSU Environmental Health and Safety Supplemental Questionnaire   (Word Format, 142KB)* (Updated 3/2009)


Workers' Compensation


  • Accident / Incident Report   (PDF Format, 1KB)* (Updated 8/12/19)
  • Workers' Compensation Claim Form   (PDF Format, 171KB)* (Updated 6/2010)


* Note: Documents in Portable Document Format (PDF) require Adobe Acrobat Reader 9.0 or higher to view. Download Adobe Acrobat Reader
* Note: Documents in Word format (DOC) require Microsoft Viewer. Download Microsoft Word Viewer
*Note: Documents in Excel format (XLS) require Microsoft Viewer. Download Microsoft Excel Viewer
*Note: Documents in PowerPoint format (PPT) require a viewer to view. Download PowerPoint Viewer

Additional Resources

  • Accessibility Statement
  • Career Opportunities
  • Contact Us
  • Directions/Parking
  • Equal Opportunity
  • SDSURF Digital Privacy Statement
  • SDSURF Directory
  • SDSU Directory
  • SDSU Home

Contact Information

  • SDSU Research Foundation
    Gateway Center
    5250 Campanile Drive
    San Diego, CA 92182
  • Email: sdsurffeedback@sdsu.edu
  • Phone: (619) 594-1900

Online Communities

  • SDSURF Facebook
  • SDSURF Bluesky
  • SDSURF Linkedin
  • SDSURF Instagram
Copyright © 2017