Forms - Numeric Listing

Form Name Forms Revision Date Business Area Topics
Computing Request Forms September 29, 2003 Information Technology ITS Administration, Security and Access, Technology and Security Policies
Facilities Work Request December 18, 2013 Facilities Facilities, Facilities
HRPP Forms September 12, 2013 Faculty Research Compliance, Research
Human Participants September 12, 2013 IRB
Request for Service (RIS) February 28, 2002 Administration Request for Services
Vehicle Disposal Form September 21, 2013 Risk Management Tax
Parking and Transit Forms August 15, 2013 Administration
1101 FR.01 Financial Management Checklist February 8, 2013 Monthly Financial Review
1110 FR.01 Personal Use of University Vehicles - Department Summary Sheet November 1, 2011 Tax Personal use of Vehicles, Tax
1110 FR.02 Personal Use of University Vehicles - Questionnaire February 16, 2004 Tax Personal use of Vehicles, Tax
1300 FR.04 Organization - New/Modification Request Requires Transaction Control Number January 8, 2013 General Accounting Organization Maintenance, PTAEO Maintenance, PTAEO Management Forms
1302 FR.07 Expenditure Type Request Form Requires Transaction Control Number July 11, 2013 General Accounting PTAEO Maintenance, PTAEO Management Forms
1302 FR.08 Task Worksheet Requires Transaction Control Number April 12, 2012 General Accounting PTAEO Maintenance, PTAEO Management Forms
1302 FR.09 Projects & Tasks - Closing Request Requires Transaction Control Number April 12, 2012 General Accounting PTAEO Maintenance, PTAEO Management Forms
1302 FR.10 Linkage New/Modification Request Requires Transaction Control Number January 20, 2012 General Accounting Organization Maintenance, PTAEO Maintenance, PTAEO Management Forms
1302 FR.11 Project - New Request Requires Transaction Control Number January 29, 2014 General Accounting PTAEO Maintenance, PTAEO Management Forms
1302 FR.12 Projects & Tasks - Modification Request Requires Transaction Control Number July 11, 2013 General Accounting PTAEO Maintenance
1302 FR.13 Checklist for PTAO Changes Requires Transaction Control Number May 16, 2013 General Accounting PTAEO Maintenance, PTAEO Management Forms
1304 FR.01 At-Risk Account Request July 15, 2010 Grants & Contracts PTAEO Management Forms, Sponsored Projects Administration
1304 FR.03 Transmittal Summary (Tran Sum) Form January 30, 2014 Grants & Contracts Sponsored Projects Administration
1304 FR.03 App A Subrecipient Information and Compliance Form December 11, 2012 Grants & Contracts Sponsored Projects Administration
1304 FR.03 App B-E Transmittal Summary (Tran Sum) Attachments December 11, 2012 Grants & Contracts Sponsored Projects Administration
1304 FR.09 Cost Allocation Methodology December 3, 2013 Grants & Contracts, Research Administration Sponsored Projects Administration
1305 FR.01 Labor Distribution Adjustment Worksheet August 14, 2012 General Accounting Labor Distribution
1305 FR.02 Labor Schedule Worksheet: Faculty, M&P, C&T August 14, 2012 General Accounting Labor Distribution
1305 FR.03 Labor Schedule Worksheet: S&M, Students, Casuals August 14, 2012 General Accounting Labor Distribution
1305 FR.04 LD Notification: Work Outside Home Department August 14, 2012 General Accounting Labor Distribution
1305 FR.05 YConvLaborTrf August 14, 2012 General Accounting Journal Entry
1305 FR.06 YAssessments August 14, 2012 General Accounting Journal Entry
1305 FR.07 YBalShtRevAdj August 14, 2012 General Accounting Journal Entry
1305 FR.08 YExpenseAdjust August 14, 2012 General Accounting Journal Entry
1305 FR.09 YGCIndNonLabTr August 14, 2012 General Accounting Journal Entry
1305 FR.10 YInterDeptTrsf August 14, 2012 General Accounting Journal Entry
1305 FR.12 YNonGCNonLabTr August 14, 2012 General Accounting Journal Entry
1305 FR.15 Journal Staging Area - Cost Transfer Justification January 22, 2013 Sponsored Projects Administration
1305 FR.16 Labor Distribution - Cost Transfer Justification January 22, 2013 Sponsored Projects Administration
1305 FR.17 GSPS Cost Transfer July 7, 2008 Sponsored Projects Administration
1306 FR.01 Cost Sharing Approval Request July 15, 2010 Grants & Contracts Sponsored Projects Administration
1310 FR.01 Key Deposit Log May 6, 2003
1310 FR.03 Asset and Liability Reconciliation March 23, 2004 Financial Services
1310 FR.04 PI Status Request Form May 13, 2014 Grants & Contracts Sponsored Projects Administration
1310 FR.05 Delegation of Initiator Authority for Sponsored Projects May 13, 2010 Grants & Contracts Budgets, Sponsored Projects Administration
1315 FR.01 Effort Report April 2, 2014 Grant & Contract Financial Administration Sponsored Projects Administration
1315 FR.02 Effort Reporting System Access Request March 10, 2014 Grant & Contract Financial Administration Sponsored Projects Administration
1350 FR.01 Human Embryonic Stem Cell Research Tracking Form July 20, 2007 Yale Stem Cell Center Faculty Research Compliance, Research
1403 FR.01 Justification to Propose/Direct Charge F&A Type Costs to a Federal Proposal/Award May 12, 2014 Grant & Contract Financial Administration, Grants & Contracts, Research Administration
1403 FR.02 Direct Charge Justification Form May 21, 2014 Grant & Contract Financial Administration, Grants & Contracts, Research Administration Faculty Research Compliance, Research, Sponsored Projects Administration
1410 FR.01 Request for Service (Catering) Requires Transaction Control Number November 16, 2006 Request for Services
1410 FR.04 Lockshop Key Requisition Requires Transaction Control Number September 15, 2014 Facilities Facilities, Facilities, Request for Services, Request for Services (Facililties)
1410 FR.08 Leased Property Operating Expense Form January 20, 2005 Space Request
1410 FR.09 Recurring Payment Authorization Form January 20, 2005 Space Request
1410 FR.10 Space Request Form January 20, 2005 Space Request
1410 FR.11 Request for Service (TR&S) Requires Transaction Control Number July 7, 2010 Request for Services
1410 FR.12 Request for Service (Security) April 1, 2006 Request for Services
1410 FR.13 Internal Service Providers: Registration May 8, 2012 Controllers Office
1410 FR.14 Internal Service Providers: Rate Calculation (Manual) May 31, 2014 Controllers Office
1410 FR.14A Internal Service Providers: Rate Calculation (Automated) May 31, 2014 Controllers Office
1411 FR.01 Memorandum of Understanding June 22, 2009 Grant & Contract Financial Administration Sponsored Projects Administration
1601 FR.01 VPN Access Exception Request June 27, 2012 Information Technology ITS Administration, Security and Access, Technology and Security Policies
2200 FR.01 8282 - Donee Information Return December 1, 2005 Controllers Office Gifts & Endowments
2200 FR.02 8283 - Noncash Charitable Contributions December 1, 2005 Controllers Office Gifts & Endowments
2203 FR.03 Request to Reinvest Income to Principal form July 15, 2014 Controllers Office Gifts & Endowments
2203 FR.04 New or add to UFFE Form September 3, 2014 Controllers Office Gifts & Endowments
2203 FR.05 Decapitalize a UFFE Form July 15, 2014 Controllers Office Gifts & Endowments
2203 FR.06 Request to Close Restricted Spendable Gift Fund Where Purpose Fulfilled July 15, 2014 Controllers Office Gifts & Endowments
2203 FR.07 YSM Reinvest Unspent Endowment Income to Principal March 30, 2012 Controllers Office Gifts & Endowments
2203 FR.08 YSM Request to SET-UP or ADD to University Fund Functioning as Endowment (UFFE) September 3, 2014 Controllers Office Gifts & Endowments
2203 FR.09 YSM Request to Decapitalize existing University Fund Functioning as Endowment (UFFE) March 30, 2012 Controllers Office Gifts & Endowments
2203 FR.10 Request to Set Up a New Endowment or Spendable Gift Award September 3, 2014 Controllers Office, General Accounting Gifts & Endowments
2801 FR.02 Money Transfer Form September 25, 2008 General Accounting Treasury Services
2805 FR.01 RIF Worksheet June 12, 2002 General Accounting RIF
2810 FR.02 Sales Tax Report (use after July 1, 2011) June 20, 2011 General Accounting
2815 FR.01 Petty Cash Voucher Requires Transaction Control Number April 28, 2011 Treasury Services
2815 FR.02 Petty Cash Quick Voucher Requires Transaction Control Number September 1, 2011 Treasury Services
2815 FR.03 Petty Cash Fund Request April 8, 2010 Treasury Services
2815 FR.04 Petty Cash Replenishment Requires Transaction Control Number August 9, 2007 Treasury Services
2815 FR.05 Mileage Record November 1, 2011 Treasury Services Expense Reimbursement, PCard/EMS, Personal use of Vehicles, Petty Cash, Purchasing, Purchasing Card, Travel
3201 FR.01 Purchase Requisition Requires Transaction Control Number March 31, 2009 Purchasing Purchasing
3201 FR.04 Stock Requisition Requires Transaction Control Number August 15, 2013 Purchasing Stock Requisition
3201 FR.05 VIP Number Application October 11, 2010 Purchasing VIP
3205 FR.01 Vendor Setup Request April 22, 2014 Purchasing Check Request, Invoices, Purchasing, Vendor Setup
3205 FR.02 Quotation Record April 1, 2011 Purchasing Bid Documentation, Purchasing, Vendor Setup
3205 FR.03 Sole Source June 11, 2014 Purchasing Bid Documentation, Invoices, Purchasing, Vendor Setup
3205 FR.04 W7--Application for IRS Individual Taxpayer Number August 15, 2013 Tax
3205 FR.05 W-8BEN Certificate of foreign Status of Beneficial Owner of United States Tax Withholding (Entities Only to be used through December 31,2014) February 1, 2006 Accounts Payable, Tax Accounts Payable, Check Request, Tax
3205 FR.05 W-8BEN Certificate of foreign Status of Beneficial Owner of United States Tax Withholding (Individuals Only, Effective 9/1/2014 February 1, 2014 Accounts Payable, Tax Accounts Payable, Check Request, Tax
3205 FR.05 A W-8Ben-E Certificate of Foreign Status of Beneficial Owner of United States Tax Withholding (Effective January 1, 2015) February 1, 2014 Accounts Payable, Tax Accounts Payable, Check Request, Tax
3205 FR.06 W9 --Request for IRS Individual Taxpayer Number and Certification August 15, 2013 Tax Consultant Contracts, Tax, Vendor Setup
3205 FR.07 SS5 -- Application for a Social Security Card August 15, 2013 Tax Payroll
3205 FR.08 ACH/EFT Vendor Enrollment Form August 15, 2013 Tax Accounts Payable, Vendor Setup
3210 FR.01 Professional Services Agreement April 8, 2014 Purchasing Consultant Contracts, Invoices, Purchasing
3215 FR.03 Purchasing Card Activation for Reactivation of Individual Card June 28, 2012 Purchasing Expense Reimbursement, Purchasing Card
3215 FR.05 Statement of Questioned Item September 7, 2007 Purchasing Expense Reimbursement, PCard/EMS
3215 FR.06 Purchasing Card Request Form June 3, 2014 Controllers Office, Purchasing Expense Reimbursement, Purchasing Card
3215 FR.07 EMS Access Request Form November 9, 2010 Accounts Payable Expense Reimbursement, PCard/EMS
3215 FR.08 EMS Self Assigning Form March 2, 2011 Accounts Payable Expense Reimbursement, PCard/EMS
3220 FR.01 Restricted Items Approval Request June 7, 2010 Purchasing
3220 FR.02 State of CT - Application for Controlled Substance Laboratory License September 24, 1999 Purchasing Restricted Items
3220 FR.03 Animal Requisition Form October 1, 2002 Purchasing
3220 FR.04 PTAEO Approval for State DCD Controlled Substance License June 15, 2010 Purchasing Restricted Items
3220 FR.05 PTAEO Approval for Federal DEA Registration February 1, 2007 Purchasing Restricted Items
3301 FR.02 Travel or Expense Advance Requires Transaction Control Number March 26, 2013 Accounts Payable Advances, Expense Reimbursement, PCard/EMS
3301 FR.03 Application for the Yale American Express Corporate Card August 15, 2013 Administration Travel
3301 FR.04 Request for Travel Grant January 9, 2014 Provost office Faculty Forms, Travel
3301 FR.05 Missing Receipts March 9, 2010 Accounts Payable Business Meals & Entertainment, Expense Reimbursement, PCard/EMS, Petty Cash, Purchasing Card, Travel
3301 FR.06 Documentation for Travel on a non-US Flag Air Carrier September 26, 2013 Grants & Contracts, Research Administration Travel
3301 FR.07 Travel Request - Non-Employee / Visitor February 9, 2010 Administration Travel
3301 FR.08 Travel Request February 11, 2010 Administration Travel
3301 FR.09 Travel Request - Group February 3, 2010 Administration Travel
3301 FR.10 Request to set up user Group April 5, 2010 Administration Travel
3401 FR.02 Check Request Requires Transaction Control Number January 22, 2013 Accounts Payable Business Meals & Entertainment, Check Request, CT Athlete & Entertainer, Vendor Setup
3401 FR.03 Request for Wire Transfer January 22, 2013 Treasury Services Accounts Payable, Check Request, Treasury Services
3401 FR.04 BSC EMS Transmittal Form*(*Note: Macros must be enabled when using this form) July 26, 2010 Accounts Payable Expense Reimbursement, PCard/EMS
3401 FR.05 EMS Transmittal Form*(*Note: Macros must be enabled when using this form) July 26, 2010 Accounts Payable Expense Reimbursement, PCard/EMS
3401 FR.06 Invoice Cover Sheet for International Activities August 19, 2010 Accounts Payable Expense Reimbursement, PCard/EMS
3410 FR.01 588 -- Athlete or Entertainer Request for Reduced Withholding August 15, 2013 Tax Check Request, CT Athlete & Entertainer, Tax
3410 FR.02 590 -- Athlete or Entertainer Request for Waiver of Withholding August 15, 2013 Tax Check Request, CT Athlete & Entertainer, Tax
3415 FR.01 International Information Form (IIF) October 26, 2009 Tax Accounts Payable, Check Request, Tax
3415 FR.02 8233 - Exemption From Withholding on Compensation for Independent (and Certain Dependent) Personal Services of a Nonresident Alien Individual March 1, 2009 Tax
3415 FR.03 Office of International Students and Scholars Notification Form August 15, 2013 Provost office Faculty Forms
3415 FR.04 T-100 July 1, 2000 Tax
3417 FR.01 Human Research Study Participant Advance Request Requires Transaction Control Number February 11, 2010 Treasury Services Accounts Payable, Petty Cash, Treasury Services
3417 FR.02 Human Research Study Participant Replenishment/Clearing Requires Transaction Control Number March 31, 2010 Treasury Services Accounts Payable, Petty Cash, Treasury Services
3501 FR.02 CT/MP Paid Time Off Adjustment Form March 27, 2012 Human Resources Time and Attendance
3501 FR.03 CT/MP Employee Record Completion April 8, 2002 Human Resources
3501 FR.05 Temporary Employee Payment Request September 9, 2013 Payroll Hiring, Time and Attendance
3501 FR.08 App A Faculty Reappointment Form November 4, 2013 Provost office Faculty Forms
3501 FR.08 App B Faculty Promotion Form November 4, 2013 Provost office Faculty Forms
3501 FR.08 App C Faculty Leave Form December 12, 2013 Provost office Faculty Forms
3501 FR.08 App D Faculty Termination Form July 11, 2013 Provost office Faculty Forms
3501 FR.08 App E Faculty Summer Compensation Form May 5, 2014 Provost office Faculty Forms
3501 FR.08 App F Faculty Extra Compensation Form August 20, 2014 Provost office Faculty Forms
3501 FR.08 App G Faculty Data Change Form September 4, 2009 Provost office Faculty Forms
3501 FR.09 Faculty Data Collection Provost office Faculty Forms
3501 FR.10 Faculty Request for Moving Allowance May 7, 2013 Provost office Faculty Forms
3501 FR.11 Faculty/Staff ID Center Request August 15, 2013 Faculty Forms
3501 FR.12 Access Request Form Faculty Information March 13, 2012 Faculty Forms
3501 FR.13 Application for Appointment as Visiting Fellow or Laboratory Associate July 13, 2010 Provost office Faculty Forms
3501 FR.15 Employee Information Update September 4, 2009 Human Resources Updating Employee Information
3501 FR.16 Notice of Voluntary Resignation August 15, 2013 Human Resources HR Events
3501 FR.17 Position Review -- Medical School only August 27, 2004 Human Resources Hiring
3501 FR.18 Promotion and Transfer Check-List March 16, 2010 Human Resources, Information Technology HR Events, ITS Administration, Security and Access, Technology and Security Policies, Updating Employee Information
3501 FR.19 Extra Compensation May 9, 2014 Human Resources HR Events
3501 FR.20 Non-Employee Data Collection June 11, 2014 Human Resources Non-Employee Access
3501 FR.21 Data Change Form for Teaching Assistance Appointments July 24, 2000 Provost office Faculty Forms, Graduate & Prof Student Payments
3501 FR.22 Fall 2009-Spring 2010 Graduate Student Teaching Appointment June 2, 2009 Provost office Graduate & Prof Student Payments
3501 FR.23 Faculty Search Questionnaire November 4, 2013 Provost office Faculty Forms
3501 FR.24 Non-GSPS FAS Teaching Payment June 6, 2007 Provost office Graduate & Prof Student Payments
3501 FR.25 Non-GSPS Professional School Student Payment January 28, 2005 Payroll Graduate & Prof Student Payments
3501 FR.26 HR Notification October 4, 2013 Human Resources HR Events
3501 FR.27 New Employee Checklist November 30, 2009 Human Resources, Information Technology Hiring, HR Events, ITS Administration, Security and Access, Technology and Security Policies
3501 FR.27 App A Manager Checklist for New Employee Orientation in a Covered Component November 8, 2011 Human Resources HR Events
3501 FR.29 I-9 Employment Eligibility Verification August 15, 2013 Human Resources Graduate & Prof Student Payments, Hiring, HR Events, Tax, Updating Employee Information
3501 FR.30 Job Requisition Submittal Form February 3, 2014 Human Resources Hiring, HR Events
3501 FR.31 Termination and Transfer Checklist May 29, 2013 Human Resources, Information Technology HR Events, ITS Administration, Security and Access, Technology and Security Policies
3501 FR.32 W-4 Employee Withholding Allowance Certificate - Federal January 8, 2010 Payroll Payroll, Tax
3501 FR.33 W-4 Employee Withholding Allowance Certificate CT June 29, 2010 Payroll Payroll, Tax
3501 FR.34 W-5 Earned Income Credit Advance Payment Certificate January 1, 2006 Payroll Payroll, Tax
3501 FR.35 Affirmative Action Search Questionnaire for M&P Staff Positions December 8, 2004 Human Resources Hiring
3501 FR.36 Affirmative Action Search Plan for M&P Staff Positions December 9, 2004 Human Resources Hiring
3501 FR.37 Attendance Record Sheets August 15, 2013 Human Resources HR Events, Time and Attendance
3501 FR.38 Payroll Check/Direct Deposit Pull Authorization July 8, 2009 Payroll Payroll
3501 FR.39 Benefits Forms August 15, 2013 Human Resources HR Events
3501 FR.40 Payroll Payment Adjustment October 13, 2011 Payroll Payroll, Time and Attendance
3501 FR.41 Gift to Yale - Payroll Deduction March 27, 2012 Payroll Payroll
3501 FR.42 Conflict of Interest - Annual Disclosure August 15, 2013 Provost office Faculty Forms
3501 FR.43 Direct Deposit Request Form October 12, 2010 Payroll Payroll
3501 FR.44 Request for Salary Advance July 8, 2009 Payroll Payroll
3501 FR.45 Stop Payment Request November 9, 2009 Payroll Payroll
3501 FR.46 Request for Personnel Files October 9, 2013 Human Resources HR Events, ITS Administration, Security and Access, Technology and Security Policies
3501 FR.46 App A Relocation Reimbursement May 13, 2014 Administration, Payroll Payroll
3501 FR.46App B Relocation Reimbursement Worksheet March 11, 2012 Administration Payroll
3501 FR.50 Leave of Absence Application November 18, 2009 Human Resources HR Events
3501 FR.50 App A Certification of Family Members Serious Health Condition February 10, 2009 Human Resources HR Events
3501 FR.50 App B Certification of Serious Health Condition February 10, 2009 Human Resources HR Events
3501 FR.51 Application for Faculty Child Care Grant January 9, 2014 Human Resources Faculty Forms
3501 FR.52 Casual Background Check Request August 15, 2013 Human Resources Hiring, HR Events
3501 FR.53 Postdoc/Postgrad Background Check Request August 15, 2013 Human Resources Hiring, HR Events
3501 FR.54 Self-Employed Background Check Request August 15, 2013 Human Resources Hiring, HR Events
3501 FR.55 Application for M&P Sabbatical April 2, 2014 Human Resources HR Events
3501 FR.56 Faculty Appointment Form July 2, 2014 Provost office Faculty, Faculty Forms
3550 FR.02 Postdoctoral Affairs Reappointment/Change June 1, 2009 Office of Postdoctoral Affairs Appointments, Faculty Forms
3550 FR.03 Postdoctoral Affairs Leave May 26, 2009 Office of Postdoctoral Affairs Appointments, Faculty Forms
3550 FR.04 Postdoctoral Appointee Evaluation November 5, 2007 Office of Postdoctoral Affairs Appointments, Faculty Forms
3550 FR.05 Postgraduate Application (Central Campus) August 6, 2009 Office of Postdoctoral Affairs Appointments, Faculty Forms
4209 FR.01 Non-Building Request Form and Instructions May 30, 2013 Controllers Office
4209 FR.02 MEI Change in Status October 28, 2013 Grant & Contract Financial Administration, Research Administration Sponsored Projects Administration