Forms Listed by Department
- Accounts Payable Forms
- Facilities Planning & Management Forms
- Finance and Accounting Forms
- Human Resources 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 Reimbursement Form (PDF Format, 391KB)*
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) (Web form to complete and submit through AdobeSign))
- 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)
- SDSURF Payroll Stub or Duplicate IRS Form W-2 Request (Web form to complete and submit through AdobeSign) (Updated 6/26/25)
- 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)
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