Forms
Downloadable Forms
All forms can be viewed, printed and filled out by hand. These forms cannot be submitted electronically, they must be printed out, completed, and signed. Forms must be submitted as originals with original signatures.
| 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. | Sponsored Programs Administration, MSC 100A |
| 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. | Sponsored Programs Administration, MSC 100A |
| 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. | Sponsored Programs Administration, MSC 100A |
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To be completed to request a travel advance or reimbursement of travel related expenditures. | Sponsored Programs Administration, MSC 100A |
| RF Non Overnight Taxable Meal Form PDF | To be completed to reimburse Research Foundation employees for meal per diems when in non-overnight status. | Sponsored Programs Administration, MSC 100A |
| 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. | Sponsored Programs Administration, MSC 100A |
| Enterprise Rental Car Requisition Form PDF | To be completed to authorize payment to Enterprise Rent-a-Car for a direct billed car rental. | Sponsored Programs Administration, MSC 100A |
| Independent Contractor Approval Request Form PDF | To be completed to request permision to engage an individual as an Independent Contractor. | Research Foundation Human Resources, MSC 100C |
| 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. | Sponsored Programs Administration, MSC 100A |
| 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. | Sponsored Programs Administration, MSC 100A |
| 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. | Research Foundation Human Resources, MSC 100C |
| 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. | Sponsored Programs Administration, MSC 100A |
| 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. | Sponsored Programs Administration, MSC 100A |
| Alien Information Form PDF | To accompany any payment request form when payment is to or on behalf of a non-US citizen. | Sponsored Programs Administration, MSC 100A |
| Cost Transfer Request Form MS Excel | To request the transfer of Other Than Personnel Service (OTPS) costs. | Sponsored Programs Administration, MSC 100A |
| 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. | Sponsored Programs Administration, MSC 100A |
| Check Transmittal/Deposit Form MS Excel | To be completed when depositing checks to a multiple sponsor or third party cash account. | Jerry Gauriloff, Sponsored Programs Administration, MSC 100A |
| 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. | |
| 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. | Sponsored Programs Administration, MSC 100A | |
| IRS W-9 Form PDF | Request for Taxpayer Identification Number and Certification. | Sponsored Programs Administration, MSC 100A |
| IRS 8233 Form PDF | Non-Resident Alien Form. | Sponsored Programs Administration, MSC 100A |
| IRS W-8BEN PDF | Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding. | Sponsored Programs Administration, MSC 100A |
| Labor Distribution | ||
| Labor Distribution Form | To distribute current and future salary and wages to the appropriate awards. | Sponsored Programs Administration, MSC 100A |
| Salary and Wage Cost Transfer Form | To transfer previously charged salary and wages. | Sponsored Programs Administration, MSC 100A |
| Payroll Forms | To appoint an employee or make changes to an existing appointment. | Research Foundation Human Resources, MSC 100C |
| 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). | Sponsored Programs Administration, MSC 100A |
| Request for Direct Charging of Administrative Costs | To request approval to charge an administrative employee to a federally funded program. | Sponsored Programs Administration, MSC 100A |
| 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. | Nancy Marra, Sponsored Programs Administration, MSC 100A |
| RF Business Applications Access Request Form | To be completed by Division for Research administrative offices to grant access to RF business systems. | Nancy Marra, Sponsored Programs Administration, MSC 100A |
| Purchasing | ||
| RF Purchase Requisition MS Excel | To be completed by Principal Investigators to initiate the procurement process for goods/services. | Sponsored Programs Administration, MSC 100A |
| 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. | Sponsored Programs Administration, MSC 100A |
| 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). | Sponsored Programs Administration, MSC 100A |
