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] 

Travel Payment Request Form PDF or MS Excel

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] 

RF Purchase Requisition PDF

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]