Find a Form

This form is used to request additional compensation for T32/F32 postdoctoral fellows funded by federal grants.

This form is used to address late/incorrect pay, new hire delays, or intercampus work payments for employees at their home campus.

Use this form for new or competitive renewal award requests that have not been fully negotiated at the time of the official start date.

Use the Benefit Cost Transfer Worksheet to request transfers of benefits expenses without also moving salary expenses.

Department managers use this form to add a new account in the Black Reconciliation System and to edit an existing account's attributes.

This form is for Managers or authorized requestors to add, edit, or deactivate a user in the BlackLine Reconciliation System.

Use the form below to submit a request to create or change a Dept ID.

The Campus Signed IRS Form W-9 is used for reporting changes to UCSF's business information.

Use this form to request historical adjustments of HBS timesheets for all pay periods through May 10, 2025.

Download this form to assist with the cash count audit process and to document audit results.

Cash Settlement and Account Termination Form

Download the certification letter for gifts from faculty, staff, and their immediate families to support research.

Used only for requesting payments that contain sensitive or confidential information such as research subject payments, patient refunds, settlements, and damage payments.

The CTO Election Form is used to indicate the employee’s option to ‘bank’ compensatory time; the default is to have compensatory time paid out.

Complete for all gifts from industry and corporate foundations and submit to Gift Administration with correspondence and documentation.

Populate this template for cost reimbursable invoices that cannot be generated automatically out of RAS.

Complete this budget template and submit it to Contracts and Grants Accounting (CGA) within ten working days of receiving the award notice for awards with cost share.

Complete this form to request approval for a Merchant ID.

Only University employees, including staff, faculty, and other academics, are required to sign the Oath.

Department Accounts Receivable (Sundry Debtor) is an invoice billed to external customers (not affiliated with UC) for the use of UCSF properties, goods, or services.

Complete and submit the form below along with the required supporting bank account information to begin, change, or cancel non-payroll direct deposit.

This form authorizes payment via Accounts Payable check for employees missing full payment on their scheduled pay date.

Form I-9 is used for verifying the identity and employment authorization of individuals hired for employment in the United States.

Equipment Custodian or Department Representative should complete this form and obtain all required approvals for new or edits to existing Custody Codes.

Equipment Custodians use this form to submit modification requests for donations, loaned equipment, inter-campus transfers, and other miscellaneous changes.

See the Assistance for Students with Loans how-to-guide for more information about this form.

Departments should complete and submit this form to request fee remission for eligible graduate students.

Use this template for fixed price or clinical trial invoices not auto-generated in RAS.

The completed IRS Form W-9 - Request for Taxpayer Identification Number and Certification form, signed by UCSF Foundation.

Complete and submit this form for all gifts made to the University of California San Francisco (UCSF).

This form provides information to the GLACIER Admin Team and your foreign individual so complete and accurate information is entered into the GLACIER system.

Complete this letter when accepting a gift of Continuing Education (CE), Continuing Medical Education (CME), or other education activities on behalf of the University.

Use this form for a one-time intercampus payment.

Expenditure transfers over 120 days require justification for Federal/Flow-thru funds or competing projects in the same fund.

Required when an employee at one campus (home campus) is eligible to receive a payment originating from another campus (host campus).

Campus and Health managers and their delegates use the Timecard Adjustment form in ServiceNow to request adjustments to employee timecards for a closed pay period.

Submit the New Account Request Form to create or update accounts.

Request a new Fund chartfield to track fund sources with restrictions imposed by governing boards, regulations, or external entities.

Complete and submit this form when a New Parent Project is needed for a current use gift or endowment.

For additional information review the Postdoctoral Scholar Childcare Reimbursement Process.

For additional information review the Postdoctoral Scholar Childcare Reimbursement Process.

Partial Exemption Certificate For Manufacturing, Research and Development Equipment (CDTFA-230-M).

This guide explains procedures for payment remittance for student accounting. Instructions include procedures for both paper checks and electronic funds transfer (EFT).

The Payroll One-Time Payment Template is used to pay mass non-recurring flat dollar amounts.

Complete this form to request a new, renew an existing, or edit an existing petty cash account.

The department head must notify the Cash Coordinator using this form when the custodian of a petty cash fund changes.

Departments are required to submit proof of expenditures with all replenishment requests for research subject payments. In lieu of submitting individual receipts, departments may submit a disbursements log to document expenditures.

These forms are used to report the financial status for private contracts or grants during the current or cumulative reporting periods.

To replace a lost, damaged, or stale dated paycheck.

Complete the Request for Agency Fund form, secure all approvals, and submit via email to request an agency fund.