• Temporary Telework Forms
• 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
  • 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

Standard (Fund & Account Required) and Expanded Forms (Fund, Org & Account Required) Forms

• Annual Authorization Request  (PDF Format, 121KB)* (Updated 2/27/20)
• Authorization for Business-Related Cell Phone Service Reimbursement   (Excel Format, 22KB)* (Updated 4/2021)
• Authorization for Business-Related Internet Service Reimbursement (Hybrid Schedule) Form (Excel Format, 18KB)* (Updated 4/27/22)
• Internet Service Reimbursement Instructions (PDF Format, 79KB)* (Updated 4/27/22)
• Certificate of Auto Insurance   (PDF Format, 92KB)* (Updated 5/2018)
• Certification of Eligibility for Reimbursement of Automobile Mileage-Office in Home   (Word Format, 137KB)* (Updated 4/30/17)
• Disbursement Request Standard Form (Accessible Version)  (PDF Format, 638KB)* (Updated 2/27/20)
• Disbursement Request Standard Form   (Excel Format, 19KB)* (Updated 2/27/20)
• Disbursement Request Expanded Form (Accessible Version)    (PDF Format, 638KB)* (Updated 2/27/20)
• Disbursement Request Expanded Form   (Excel Format, 19KB)* (Updated 2/27/20)
• Fee Authorization Standard Form   (Word Format, 403KB)* (Updated 06/14/22)
• Fee Authorization Expanded Form   (Word Format, 404KB)* (Updated 06/14/22)
• Fellowship/Scholarship Payment Request Standard Form   (PDF Format, 297KB)* (Updated 3/20/23)
• Foreign Travel
• Hospitality Justification Form   (PDF Format, 190KB)* (Updated 2/27/24)
• Independent Contractor Payment Authorization Request & Agreement Standard Form   (PDF Format, 434KB)* (Updated 3/26/13)
• Independent Contractor Payment Authorization Request & Agreement Expanded Form   (PDF Format, 434KB)* (Updated 3/26/13)
• Independent Contractor Pre-Selection Checklist   (PDF Format, 233KB)* (Updated 8/21/24)
• Mileage Reimbursement Request 2024 Standard Form   (Excel Format, 43KB)* (Updated 1/3/24)
• Mileage Reimbursement Request 2024 Standard Form (Accessible Version)   (PDF Format, 215KB)* (Updated 1/3/24)
• Mileage Reimbursement Request 2024 Expanded Form   (Excel Format, 51KB)* (Updated 1/3/24)
• Mileage Reimbursement Request 2024 Expanded Form (Accessible Version)   (PDF Format, 223KB)* (Updated 1/3/24)
• Miscellaneous Income Payment Request (including instructions) Standard Form   (PDF Format, 187KB)* (Updated 8/27/24)
• Miscellaneous Income Payment Request (including instructions) Expanded Form   (PDF Format, 209KB)* (Updated 8/27/24)
• Notice to Recipients of Scholarships and Fellowships (Citizens & Resident Aliens)   (Word Format, 396KB)* (Updated 5/31/19)
• Recurring Payable Addendum  (PDF Format, 215KB)* (Updated 9/6/23)
• Travel Reimbursement Instructions   (Word Format, 395KB)* (Updated 10/02/08)
• Travel Reimbursement Request 2024 Standard Form   (Excel Format, 41KB)* (Updated 1/3/24)
• Travel Reimbursement Request 2024 Month Standard Form   (Excel Format, 50KB)* (Updated 1/3/24)
• Travel Reimbursement Request 2024 Expanded Form   (Excel Format, 41KB)* (Updated 1/3/24)
• Travel Roster   (Word Format, 408KB)* (Updated 10/02/08)
• Vaccination Requirement Policy For Contracted Vendors    (PDF Format, 131KB)*
• Vaccination Verification For Vendors/Contracted Partners Form    (PDF Format, 166KB)* (Updated 8/16/21)
• Void/Stop Payment Form   (PDF Format, 161KB)* (Updated 7/23/12)

Non Resident Alien Forms

• NRA Form Requirements/Tax Rate Schedule
• Non-Resident Foreign National Fellowship/Scholarship Payment Request   (PDF Format, 355KB)* (Updated 4/13/21)
• Notice to Recipients of Scholarships and Fellowships (Nonresident Foreign Nationals Only)   (Word Format, 396KB)* (Updated 8/27/14)
• 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)* (Updated 5/04/12)
• California Use Tax   (PDF Format, 7KB)* (Updated 5/08/12)
• Payments to Individuals for other than Employment, Scholarships and Fellowships or Reimbursements or Advances   (PDF Format, 11KB)* (Updated 2/01/05)
• Travel Payments to Nonresident Aliens   (PDF Format, 7KB)* (Updated 3/10/09)

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   (Updated 11/14/23)
• Wire Transfer Authorization Form   (PDF Format, 409KB)* (Updated 6/28/18)

Human Resources

Telework Forms

Request for Alternative Work Arrangement Form   (Google Form)*

Reasonable Accommodation Request Form   (Web form to complete and submit through Adobe Sign)*

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

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

General Forms

• Address and/or Name Change Web Form (Web form to complete and submit through Adobe Sign) (Updated 2/12/24)
  You must present new Social Security card with new name to Human Resources Representative.
• Additional Compensation Form   (PDF Format, 601KB)* (Updated 9/29/14)
• Report of Performance Form   (PDF Format, 258KB)*
• Report of Performance Form Instructions   (PDF Format, 230KB)*
• SDSURF Complaint Form  (Adobe Sign Web Form)*
• Tuition Support Policy   (PDF Format, 149KB)* (Updated 1/27/21)
• Tuition Support Request and Reimbursement Form   (PDF Format, 712KB)* (Updated 1/27/21)
• Volunteer Forms   (PDF Format, 548KB)* (Updated 12/3/21)
• SDSURF Live Scan Fingerprinting Procedures Form   (PDF Format, 478KB)* (Updated 7/20/15)

Benefits Forms

• 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)
• Hartford Certificate of Life Insurance   (PDF Format, 684KB)* (Updated 1/2010)
• Hartford Supplemental Life and Voluntary AD&D Enrollment Form   (PDF Format, 204KB)* (Updated 12/2016)
• Kaiser HIPAA Release   (PDF Format, 27KB)* (Updated 10/2003)
• TIAA Address Change: Please go to www.tiaa.org and and log in. Select the "My Profile" tab. Click on "Personal Information" and then "Update Contact Information."
• TIAA Name Change: Please go to www.tiaa.org and click on "Support," then under "Online Help" click on "Transactions & Information." Scroll down to click on "Update a name on your account." Login and follow prompts to change your name.
• TIAA Beneficiary Change: Please go to www.tiaa.org and log in. Select the “My Account” tab, and then click on “Add/Edit Beneficiaries" under "Profile".
• TIAA Online Enrollment Instructions   (PDF Format, 361KB)* (Updated 9/2019)
• WEX Claim Form   (PDF Format, 96KB)*

Moving/Address Change Forms

• Address and/or Name Change Web Form (Web form to completed and submit through Adobe Sign) (Updated 2/12/24)
  You must present new Social Security card with new name to Human Resources Representative.
• TIAA Address Change: Please go to www.tiaa.org and and log in. Select the "My Profile" tab. Click on "Personal Information" and then "Update Contact Information."

Becoming a Parent Forms

• TIAA Beneficiary Change: Please go to www.tiaa.org and log in. Select the “My Account” tab, and then click on “Add/Edit Beneficiaries" under "Profile".
• W-4 Internal Revenue Service Employee's Withholding Certificate ( 2024)   (Web form to completed and submit through Adobe Sign)

New Hire / Rehire Forms

• DE 4 State of California Employee's Withholding Allowance Certificate (Optional)   (PDF Format, 74KB)*
• Payroll Direct Deposit Enrollment Web Form (Web form to complete and submit through AdobeSign) (Updated 4/12/24)
• DMV Employee Pull Notice Program/Automobile Insurance and the Use of Vehicles on SDSU Research Foundation Business   (PDF Format, 133KB)* (Updated 4/9/24)
• W-4 Internal Revenue Service Employee's Withholding Certificate ( 2024)   (Web form to completed and submit through Adobe Sign)

Newly Married Forms

• Address and/or Name Change Web Form (Web form to completed and submit through Adobe Sign) (Updated 2/12/24)
  If your name has changed please contact your Human Resources Representative to update your I-9 to reflect your name change.
• I-9 Employment Eligibility Verification (PDF Format, 463KB)* (Updated 3/08/13)
  Please contact your Human Resources Representative to update your I-9 to reflect your name change.
• Payroll Direct Deposit Cancellation Form  (Web form to complete and submit through AdobeSign) (Updated 4/12/24)
• Payroll Direct Deposit Enrollment Web Form (Web form to complete and submit through AdobeSign) Updated 4/12/24)
• TIAA Address Change: Please go to www.tiaa.org and and log in. Select the "My Profile" tab. Click on "Personal Information" and then "Update Contact Information."
• TIAA Name Change: Please go to www.tiaa.org and click on "Support," then under "Online Help" click on "Transactions & Information." Scroll down to click on "Update a name on your account." Login and follow prompts to change your name.
• TIAA Beneficiary Change: Please go to www.tiaa.org and log in. Select the “My Account” tab, and then click on “Add/Edit Beneficiaries" under "Profile".
• W-4 Internal Revenue Service Employee's Withholding Certificate ( 2024)   (Web form to completed and submit through Adobe Sign)

Suddenly Single Forms

• Address and/or Name Change Web Form (Web form to completed and submit through Adobe Sign) (Updated 2/12/24)
  Please contact your Human Resources Representative to update your I-9 to reflect your name change.
• Domestic Partnership Termination Notice   (PDF Format, 185KB)* (Updated 2013)
• Hartford Beneficiary Designation/Change Form   (PDF Format, 172KB)* (Updated 1/11/06)
• I-9 Employment Eligibility Verification (PDF Format, 463KB)* (Updated 3/08/13)
  Please contact your Human Resources Representative to update your I-9 to reflect your name change.
• Payroll Direct Deposit Cancellation Form  (Web form to complete and submit through AdobeSign) (Updated 4/12/24)
• Payroll Direct Deposit Enrollment Web Form (Web form to complete and submit through AdobeSign) Updated 4/12/24)
• TIAA Address Change: Please go to www.tiaa.org and and log in. Select the "My Profile" tab. Click on "Personal Information" and then "Update Contact Information."
• TIAA Name Change: Please go to www.tiaa.org and click on "Support," then under "Online Help" click on "Transactions & Information." Scroll down to click on "Update a name on your account." Login and follow prompts to change your name.
• TIAA Beneficiary Change: Please go to www.tiaa.org and log in. Select the “My Account” tab, and then click on “Add/Edit Beneficiaries" under "Profile".
• W-4 Internal Revenue Service Employee's Withholding Certificate ( 2024)   (Web form to completed and submit through Adobe Sign)

Payroll

• Address and/or Name Change Web Form (Web form to completed and submit through Adobe Sign) (Updated 2/12/24)
  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  (Web form to complete and submit through AdobeSign) (Updated 4/12/24)
• Payroll Direct Deposit Enrollment Web Form (Web form to complete and submit through AdobeSign) Updated 4/12/24)
• 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 ( 2024)   (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)
• Authorization for Business-Related Cell Phone Service Reimbursement   (Excel Format, 22KB)* (Updated 6/2012)
• 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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