Used primarily for all expense transfers of payroll originating in PPS and contained within the Distribution of Payroll Expense (DPE) Report in MyReports. It cannot be used to transfer charges from a non-capped fund to an NIH-capped fund or to only change the activity period or sub-account. Instructions for use are located in the first tab of the excel file.
Accounting & Reporting Forms
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Service Unit: Payroll, Contracts & Grants Accounting
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Service Unit: Payroll, Contracts & Grants AccountingUsed primarily for all expense transfers of payroll originating in PPS and contained within the Distribution of Payroll Expense (DPE) Report in MyReports. It cannot be used to transfer charges from a non-capped fund to an NIH-capped fund or to only change the activity period or sub-account. Instructions for use are located in the first tab of the excel file.
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Service Unit: Accounting & Reporting
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Service Unit: Accounting & Reporting
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Service Unit: Contracts & Grants AccountingMust be completed by Access Administrator
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Service Unit: Contracts & Grants AccountingFor all PAYROLL and NON-PAYROLL expenditure transfers that are processed over 120 days after posting of original charges and results in a new charge (debit) to a Federal or Federal Flow-thru fund, OR to a competing project in the same fund (new competitive cycle, same fund).
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Service Unit: HBS Processing CenterThis form is optional based on departmental procedures to request changes to history timesheets.
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Service Unit: PayrollTo replace a lost, damaged or stale dated paycheck.
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Service Unit: Payroll
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Service Unit: PayrollSubmit a benefits premium payment by credit card to the UCSF Payroll Office while you are on leave
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Service Unit: PayrollThe CTO Election Form is used to indicate the employee’s option to ‘bank’ compensatory time; the default is to have compensatory time paid out.
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Service Unit: Accounting & ReportingCampus Equipment Custodians use the Equipment Inventory Modification Request (EIMR) process to modify or dispose inventory equipment assigned to their departments. Only department delegated Equipment Custodians with authorized access can submit the electronic EIMR in PeopleSoft Asset Management.
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Service Unit: Accounting & ReportingPer Campus Administrative Policy 300-44, department managers are required to perform a cash count audit of their petty cash funds. Download this form to assist with the cash count audit process and to document audit results. Recordkeeping for the audit process is maintained at the department level; do not send the completed form to the Cash and Controls Team unless requested.
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Service Unit: Contracts & Grants AccountingAdditional Compensation for T32/F32 Postdoctoral Fellows from Federal Funds.
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Service Unit: PayrollUse this form to notify Payroll when an employee receives a taxable non-cash award or gift as described in UC Policy G-41, Employee Non-Cash Awards and Other Gifts.
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Service Unit: PayrollForm I-9 is used for verifying the identity and employment authorization of individuals hired for employment in the United States.
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Service Unit: Accounting & ReportingUsed only for requesting payments that contain sensitive or confidential information such as research subject payments, patient refunds, settlements, and damage payments.
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Service Unit: Accounting & ReportingExternal form for submitting stipend payment requests. Form will not open unless connected to UCSF VPN or on UCSF CAMPUS network.
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Service Unit: HBS Processing CenterUsed to increase or decrease the total number of hours or change the pay type for UCSF Health employees only.
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Service Unit: Gift & Foundation AccountingAll gifts to University of California San Francisco (UCSF) or University of California San Francisco Foundation (UCSF Foundation) should be sent to the UCSF Foundation's Union Bank of California Lockbox along with copies of relevant backup documentation for deposit and processing by Gift Administration.
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Service Unit: Accounting & ReportingCompleted California Form 590 - Withholding Exemption Certificate
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Service Unit: Accounting & Reporting
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Service Unit: HBS Processing CenterThis form is optional based on departmental procedures to request changes to history timesheets.
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Service Unit: Gift & Foundation AccountingInstructions
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Service Unit: PayrollThis form is to help UCSF withhold the correct federal income tax from your pay. Consider completing a new Form W-4 each year and when your personal or financial situation changes. You can provide this information electronically by logging into UCPath online.
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Service Unit: Contracts & Grants AccountingThis form is generated automatically out of RAS for fixed price awards. You can also populate this template for fixed price invoices that cannot be generated automatically out of RAS. This form would also be used for clinical trial invoices.
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Service Unit: Contracts & Grants Accounting
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Service Unit: Accounting & ReportingUse this Intercampus Order and/or Change Form (IOC) for billing between two UC campuses or between one UC campus and the UC Office of the President (UCOP). Send completed forms to [email protected].
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Service Unit: Contracts & Grants AccountingYou must 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. This template must also be completed when a subaward cost share commitment is included in a subcontract issued under a sponsored award. When submitting the cost sharing budget template, indicate if the submission is a:
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Service Unit: Payroll, Contracts & Grants AccountingUsed when transferring payroll expenses from a non-capped to a NIH-capped project. U2C-PETU should not be used to transfer expenses that can currently be transferred using the original PETU
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Service Unit: Payroll, Contracts & Grants AccountingUsed when transferring payroll expenses from a non-capped to a NIH-capped project. U2C-PETU should not be used to transfer expenses that can currently be transferred using the original PETU
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Service Unit: PayrollRequired when an employee at one campus (home campus) is eligible to receive a payment originating from another campus (host campus) for a short or long term duration.
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Service Unit: PayrollThe Payroll One-Time Payment Template is used to pay mass non-recurring flat dollar amounts.
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Service Unit: Accounting & ReportingUniversity policy requires that the custodian of a petty cash fund who is directly responsible for the safekeeping and disbursement of the fund's cash must be appointed by the department head. The policy also requires that any change in custody of an existing fund must be documented in writing and the amount of the transfer verified.
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Service Unit: Payroll, Contracts & Grants AccountingUCSF's Composite Benefit Rate (CBR) (opens in new window) agreement is applicable to all federal and non-federal sponsors, and sponsors should adhere to the full rates.
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Service Unit: Payroll, Contracts & Grants AccountingUCSF's Composite Benefit Rate (CBR) (opens in new window) agreement is applicable to all federal and non-federal sponsors, and sponsors should adhere to the full rates.
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Service Unit: Accounting & ReportingUse this form to request a new Account or a change to an existing Account Description (re-purposing old account numbers).
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Service Unit: Accounting & Reporting
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Service Unit: HBS Processing CenterThis form is no longer available. The process for central HR units to request data updates for HBS is managed using PeopleConnect.
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Service Unit: Gift & Foundation AccountingCompeted IRS Form W-9 - Request for Taxpayer Identification Number and Certification
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Service Unit: Accounting & ReportingEquipment Custodian or Department Representative should complete this form and obtain all required approvals when Requesting a new Custody Code, Changing the Equipment Custodian for existing Custody Code(s), Changing the Title/Description of a Custody Code, Changing the Dept ID of a Custody Code, Deactivating or Reactivating existing Custody Code(s)
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Service Unit: Gift & Foundation Accounting
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Service Unit: PayrollA one-time intercampus payment is required when an employee at one campus (home campus) is eligible to receive a payment originating from another campus (host campus) for an event or service of short duration.
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Service Unit: Accounting & ReportingDepartment Accounts Receivable (Sundry Debtor) is an invoice billed to external customers (not affiliated with UC) for use of UCSF properties, goods or services. Departments complete the invoice form and send it along with supporting document to [email protected]. The Controller’s Office enters the billing date, assigns an invoice number, and sends invoice to customers for payment via email or using the customer's portal.
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Service Unit: Contracts & Grants AccountingThis form is to be used when requesting a new award or a competitive renewal award that has not been fully negotiated at the time of the official start date.
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Service Unit: Contracts & Grants Accounting
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Service Unit: Contracts & Grants Accounting
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Service Unit: HBS Processing CenterUse this form to request changes to campus employee timesheets from closed pay periods.
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Service Unit: PayrollThe GLACIER setup Form is used to provide information to GLACIER Admin Team and your foreign individual so that complete and accurate information is entered into the GLACIER system.
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Service Unit: Accounting & ReportingEquipment Custodians use this paper form to submit modification requests for donations, loaned equipment, inter-campus transfers, and other miscellaneous changes. All other equipment inventory modifications requests must be initiated using PeopleSoft Asset Management.
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Service Unit: Accounting & ReportingThis form must be downloaded and opened in Adobe Acrobat or Adobe Acrobat Reader. The form will not function in a browser window. Follow the instructions on the form carefully to ensure your request is correctly submitted!
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Service Unit: PayrollThis form assists Payroll Services in determining the tax withholding for an individual who works and lives in a state other than California.
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Service Unit: Contracts & Grants AccountingTo be approved as a Cost Transfer Reviewer, the candidate must:
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Service Unit: Gift & Foundation AccountingComplete this form when a new parent Project is needed for a current use gift.
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Service Unit: Contracts & Grants AccountingThis form is generated automatically out of RAS for cost reimbursable awards. You can also populate this template for cost reimbursable invoices that cannot be generated automatically out of RAS.
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Service Unit: HBS Processing CenterThis form is no longer available. The process for central HR units to request HBS access is managed using PeopleConnect.
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Service Unit: Accounting & ReportingThis form should be used by Managers or authorized requestors only to request the addition, editing, or deactivation of a user in the BlackLine Reconciliation System. MyAccess authentication is required to complete this form - click the Login link above to display the form.
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Service Unit: Accounting & Reporting
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Service Unit: PayrollAll employees of the UC Regents (except for non-U.S. citizens) are required to complete the State Oath of Allegiance section of the form on or before their first day of employment. All employees, regardless of their citizenship status are required to complete the Patent Acknowledgement. Note that while Form I-9s are handled online in Tracker I-9 Complete, you must still complete the State Oath of Allegiance, Patent Policy, and Patent Authorization (UPAY 585) using the paper form.
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Service Unit: Gift & Foundation AccountingForm Instructions Use this form for ALL capital project transfers and for transfers greater than $1M. If you have any questions about the transfer of funds process or need help completing this form, contact Gift & Foundation Accounting.
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Service Unit: HBS Processing CenterThis form is optional based on departmental procedures to request changes to history timesheets.
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Service Unit: Accounting & ReportingComplete this form to receive the Zoom information for our 2020-21 Fiscal Year-End Presentation.
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Service Unit: PayrollAdministrative delay rush check payments are to pay employees who did not receive pay on their regularly scheduled payday due to late notice, miscalculated pay or processing errors.
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Service Unit: Accounting & ReportingContact the University of California Office of the President (UCOP) Financial Accounting Unit.
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Service Unit: Student AccountingUCSF will provide full fee remission, to include resident tuition and fees and non-resident tuition (if applicable) for eligible graduate students who hold research (GSR), teaching assistant (TA), or tutor appointments for fall, winter, spring, or summer quarters. The cost of fee remission is borne by the fund source(s) that support the salary. Departments should complete and submit this Fee Remission form. To be eligible, the student must:
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Service Unit: PayrollThis form is to help UCSF withhold the correct federal income tax from your pay.
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Service Unit: PayrollUsed primarily for adjusting previous time reporting due to retroactive changes or errors in time submission.
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Service Unit: Gift & Foundation AccountingUsed for all gifts from industry and corporate foundations and should be submitted to Gift Administration with accompanying correspondence and documentation.
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Service Unit: PayrollOnly University employees, including staff, faculty and other academics, are required to sign the Oath
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Service Unit: Gift & Foundation AccountingComplete this form when a new parent Project is needed for an endowment.
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Service Unit: Accounting & ReportingTo ensure Payment Card Industry (PCI) compliance, a Merchant ID is required for each department wishing to accept credit or debit card payments. Complete this webform to request approval for a Merchant ID. If you have any questions about the form, contact Merchant Services.
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Service Unit: Gift & Foundation AccountingFor gifts from faculty & staff, & their immediate families to support research.
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Service Unit: PayrollAdministrative delay rush check payments are to pay employees who did not receive pay on their regularly scheduled payday due to late notice, miscalculated pay or processing errors.
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Service Unit: PayrollThis form is to be completed upon the death of all active, disabled, medically separated, or retired personnel.
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Service Unit: PayrollAccess to Tracker I-9 Complete should only be requested by employees whose job duties include entering and tracking I-9 forms. Consult your supervisor before submitting a request for Tracker I-9 Complete access. This form must be downloaded and opened in Adobe Acrobat or Adobe Acrobat Reader. The form will not function in a browser window. Follow the instructions on the form carefully to ensure your request is correctly submitted!
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Service Unit: PayrollUse this form to obtain employee authorization to receive pay via an Accounts Payable check when the employee did not receive full payment on their scheduled pay date. This pay option may only be used when:
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Service Unit: MyReportsMyReports encourages continuous improvement and welcomes new report and enhancement ideas from the entire UCSF community. If you have an idea or suggestion to improve MyReports: Complete the form Email the completed form to one of your Control Point’s MyReports Advisory Group members. The Advisory Group meets on a regular basis to evaluate and prioritize new report development and enhancement ideas.
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Service Unit: Gift & Foundation AccountingTo make a donation of stocks, mutual funds, or other securities: Please call or email the UCSF Foundation Gift Administration Team. We will provide instructions and assistance with preparing the details of your gift prior to initiating a transfer of securities.
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Service Unit: Accounting & Reporting
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Service Unit: Accounting & ReportingComplete this form to receive the Zoom information for our 2020-21 Fiscal Year End Funding Rollover Webinar.
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Service Unit: Accounting & ReportingFor information about this form, see Assistance for Students with Loans.
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Service Unit: PayrollUsed primarily to pay the difference in pay rates only. If there are changes to any other fields, such as chart string, title code, percent/time worked, description of service, period end dates, DO NOT USE THIS FORM.
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Service Unit: PayrollThis template facilitates mass funding uploads to the delivered UCPath Department Budget tables in order to adhere to UC’s academic pay requirements and salary cap regulations. See the Instructions tab in the template for guidance on completing the template.
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Service Unit: PayrollUCSF employees now use UCPath online to complete voluntary self-identification information. Review the Guided Self-Identification Information software simulation to see, try, or print the steps needed to complete this information in UCPath online (MyAccess login required).
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Service Unit: PayrollUsed primarily for supplementing time in current pay period due to late or incorrect pay distributions. Employee was hired too late to generate automatic or current pay. Also used to pay intercampus employees for time worked at other campus locations to be paid at home campus.
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Service Unit: Award VerificationComplete this form to receive the Zoom information for our weekly Award Verification Q&A sessions.
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Service Unit: Accounting & ReportingDepartments 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. Departments must document the following information on the log:
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Service Unit: Accounting & ReportingFor information about this form, see Assistance for Students with Loans.
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Service Unit: Accounting & Reporting
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Service Unit: Accounting & ReportingFor information about this form, see Assistance for Students with Loans.
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Service Unit: Accounting & ReportingFor information about this form, see Assistance for Students with Loans.
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Service Unit: Gift & Foundation AccountingComplete this letter when accepting a gift of Continuing Education (CE), Continuing Medical Education (CME), or other education activities on behalf of the University. Instructions are included on the downloaded form letter.
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Service Unit: Student AccountingFor information about this form, see Assistance for Students with Loans.
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Service Unit: Accounting & ReportingFor information about this form, see Assistance for Students with Loans.
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Service Unit: Accounting & ReportingFor information about this form, see Assistance for Students with Loans.
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Service Unit: Accounting & ReportingFor information about this form, see Assistance for Students with Loans.
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Service Unit: Accounting & ReportingFor information about this form, see Assistance for Students with Loans.
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Service Unit: Accounting & ReportingFor students who have received a loan. See also Assistance for Students with Loans.
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Service Unit: Accounting & ReportingFor information about this form, see Assistance for Students with Loans.
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Service Unit: Accounting & ReportingDepartment managers use this form to add a new account in the Black Reconciliation System and to edit an existing account's attributes. MyAccess authentication is required to complete this form - click the Login link above to display the form.
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Service Unit: HBS Processing CenterUse the modified version of the Time Maintenance Form (TMF), TMF Missed Meal and Missed Break, to report only Skipped Lunch and Missed Break Pay for the pay periods ending January 7, 2023, and January 21, 2023, following the steps below.
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Service Unit: Accounting & ReportingFor information about this form, see Assistance for Students with Loans.
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Service Unit: Accounting & Reporting
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Service Unit: Accounting & ReportingFor information about this form, see Assistance for Students with Loans.
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Service Unit: Accounting & Reporting
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To request a new Fund chartfield be established when a fund source is needed to track an external restriction imposed by the governing board or in accordance with regulations, restrictions, or limitations imposed by sources outside the institution: After downloading and opening with Adobe Acrobat or Adobe Acrobat Reader, complete the form and click the Save and Submit Form button. Send the email that pre-populates in your system-designated email program.
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Service Unit: Contracts & Grants Accounting
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Use this form to enter your nominations for the UCSF Health UCPath Change Agent Network. This form requires MyAccess authentication.
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Service Unit: Contracts & Grants Accounting
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Service Unit: Accounting & Reporting
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Service Unit: Contracts & Grants AccountingDepartments complete the Final Reporting Certification Form in the PeopleSoft Research Administration System (RAS) system as part of the Final Reporting Certification Process initiated by Contracts & Grants Accounting (CGA). CGA will notify the RSA and Principal Investigator (PI) by email when an award is scheduled to expire and action in accordance with the Financial and Reporting Closeout Process is required. The email contains details on the award, and a link to PeopleSoft RAS.