Forms
Downloadable Forms
All forms can be filled out and sent electronically using the “Send To” instructions below:
| Grants And Contract Administration | ||
| Form | Function/Use | Send To |
| New York State Contract - At-Risk Holdback Plan | To be completed for all individuals with current and At-Risk NYS awards. | [email protected] |
| Advanced Account At-Risk Request | To be completed when requesting for the creation of an advance account while awaiting award document after formal notification by sponsor. | [email protected] |
| RF AP-102 | To be completed online to authorize payment for goods or services received previously encumbered on a purchase order set up by RF Purchasing. | [email protected] |
| To be completed to request a travel advance or reimbursement of travel related expenditures. | Form Submission | |
| RF Non Overnight Taxable Meal Form PDF | To be completed to reimburse Research Foundation employees for meal per diems when in non-overnight status. | Form Submission |
| State Accounting Travel Voucher | To be completed IN ADDITION to the RF Non-Overnight Taxable Meal form to reimburse State Employees for meal per diems when traveling for Research Foundation business in non-overnight status. | Form Submission |
| Enterprise Rental Car Requisition Form PDF | To be completed to authorize payment to Enterprise Rent-a-Car for a direct billed car rental. | Form Submission |
| Independent Contractor Approval Request Form PDF | To be completed to request permision to engage an individual as an Independent Contractor. | [email protected] |
| Independent Contractor Payment Request Form PDF | To be completed to request payment to an individual for previously approved Independent Contractor services prior to the service being performed. | Form Submission |
| Independent Contractor Boilerplate Agreement MS Word | To be used when payment to an individual will reach or exceed $10,000 on a particular sponsored award, or when so desired by the project. | Form Submission |
| Lecturers and Speakers Payment Request Form PDF | To request payment to an individual for a non-extensive or incidental lecture or speaking engagement, or when the individual has not requested to be compensated. | [email protected] |
| Human Subject Payment Request Form PDF | To be completed to request payment to an individual about whom an investigator conducting research obtains data through intervention or interaction or identifiable private information. | Form Submission |
| Participant Stipend Payment Request Form PDF | To be completed to request payment to an individual for participation in vocational training, secondary school training, and other nonacademic programs. There is no wage, just the expectation of participation. | Form Submission |
| Alien Information Form PDF | To accompany any payment request form when payment is to or on behalf of a non-US citizen. | Form Submission |
| Cost Transfer Request Form MS Excel | To request the transfer of Other Than Personnel Service (OTPS) costs. | Form Submission |
| Signature Authorization Form for RF Accounts PDF | To be completed to add, remove or change the individual(s) authorized to sign on a Research Foundation account. | [email protected] |
| Check Transmittal/Deposit Form MS Excel | To be completed when depositing checks to a multiple sponsor or third party cash account. | [email protected] |
| ACH Payment Enrollment Form | To be completed online to request that RF reimbursements be received via ACH direct deposit. The “Identifying Number” would be the RF supplier number, please contact your Grants Administrator to check if you have a supplier number. | [email protected] |
| In addition to the actual request to purchase, this form can be completed to request payment of non-procurable items or reimbursements when a form specific to that request is not provided. | Form Submission | |
| IRS W-9 Form PDF | Request for Taxpayer Identification Number and Certification. | [email protected] |
| IRS 8233 Form PDF | Non-Resident Alien Form. | [email protected] |
| IRS W-8BEN PDF | Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding. | [email protected] |
| Labor Distribution | ||
| Labor Distribution Form | To distribute current and future salary and wages to the appropriate awards. | [email protected] |
| Salary and Wage Cost Transfer Form | To transfer previously charged salary and wages. | [email protected] |
| Payroll Forms | To appoint an employee or make changes to an existing appointment. | [email protected] |
| Release Time Appointment Form | To request a new release time appointment or to request changes to an existing appointment. To add a person to People File on Oracle (email submission is acceptable). | [email protected] |
| Request for Direct Charging of Administrative Costs | To request approval to charge an administrative employee to a federally funded program. | [email protected] |
| PI Dashboard Access | ||
| PI Dashboard Access Request Form | To be completed by Principal Investigators to grant a person access to the PI Dashboard or to make changes to their access. | [email protected] |
| RF Business Applications Access Request Form | To be completed by Division for Research administrative offices to grant access to RF business systems. | [email protected] |
| Purchasing | ||
| RF Purchase Requisition MS Excel | To be completed by Principal Investigators to initiate the procurement process for goods/services. | [email protected] |
| RF Purchasing Online Orders: Add Authorized Users Form | To be completed to add authorized users to place online orders (certain vendors available) on selected RF accounts. | [email protected] |
| RF Purchasing Online Orders: Add or Remove RF Accounts Form | To be completed online to add or remove RF account registrations to place online orders (certain vendors available). | [email protected] |
