RF Forms A-Z

 

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z


 

A

ACA Marketplace Notice

Academic Fellowship Form (doc)

Academic Fellowship Document (PDF)

Accelerated Benefit Option Claim Form - NY (PDF)

Administrator User Access Form

Affidavit of Financial Interdependency (PDF)

Affidavit of Forged Maker/Endorsement Form (doc)

Alternate Payment Form/Request fo ACH Transactions for Internal Awards (XLS)

Alternate Payment Form - Request for Wire Transfer or Foreign Draft

Annual Acknowledgment and Certification of Compliance with the Code of Conduct

Appointment Letter Template (doc)

Authorization for Health Care/Health Information Advocacy Form (PDF)

Automatic Alert Notification

Award Purpose Capitalization Matrix

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B

Bank of America Purchase Card Program

Bank of America Travel Card Program

Benefit Effective Date Calculations

Benefit Plan Affidavit of Domestic Partnership (PDF)

Benefits Enrollment Form (PDF)

Benefits Handbook (PDF)

Benefits Termination Notice for Regular Employees (doc)

Benefits Termination Notice for Regular Employees (PDF)

Benefits Outline

Biweekly Attendance Report (doc)

Biweekly Attendance Report (PDF)

Business Travel Account Agreement (PDF)

 

C

Campus Alert Notifications Request

Campus Bank Account Request-Change Form (DOC)

Campus Research Initiative Plan Template

Campus Zero Clearing Category Refund Form (Single Refund)

Campus Zero Clearing Category Refund Form (Multiple Refunds)

Certificate of Group Health Plan Coverage (PDF)

Citibank Program Administration Setup Form (PDF)

Citibank Risk Assessment Form (PDF)

Claim for Payment (PDF)

Client Information Checklist, Direct Card Issuance Spreadsheet (XLS)

COBRA Qualified Beneficiary Notice

COBRA Qualified Beneficiary Notice (PDF)

COBRA Election Form (PDF)

COBRA Election Form (doc)

COBRA General Notice (PDF)

COBRA General Notice (doc)

Confidentiality Agreement

Confirmation of IRC 501(c)(3) Tax Exempt Status

Conflict of Interest - Annual Disclosure Statement

Conflict of Interest - Situational Disclosure Statement

Contract Paper Sample (PDF)

Corporate Hierarchy and Billing Information Worksheet (PDF)

Cost Transfer Form

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D

Deceased Employee's Final Wage Payment Information Form (doc)

Deceased Employee's Final Wage Payment Information Form (PDF)

Delta Dental Coverage Certificate (PDF)

Delta Dental Fact Sheet (PDF)

Deputy OM Letter (template) (doc)

Detailed Delegation Template (xls)

Dependent Tax Affidavit for Enrolling Domestic Partner in the Benefits Program (

Distribution Adjustment Form (doc)

Distribution Adjustment Form (PDF)

Drug-free Workplace Policy (PDF)

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E

E-verify Optional Clause (PDF)

Empire PPO Benefits Booklet (PDF)

Employee Assignment Form (doc)

Employee Assignment Form (PDF)

Employee Handbook Acknowledgment Form (PDF)

Employee Mailing List - Vendor Letter of Agreement (PDF)

Employee Request for Leave Form (PDF)

Employment Application

Envelope Sample (PDF)

Equipment Floater Form (PDF)

Exception Report for Exempt Personnel (PDF)

Exclusive License with Equity Alternatives Template

Exemption from Withholding on Compensation for Independent (and Certain Dependen

External Invention Disclosure Form‌

Extra Service Compensation Approval Form

 

F

Family and Medical Leave Act (FMLA) Leave Application for Continuation of Group Benefits (htm)

Family and Medical Leave Act (FMLA) Leave Application for Continuation of Group Benefits (PDF)

First B Notice (doc)

First B Notice (PDF)

First Past Due Invoice Letter Request (PDF)

Flexible Benefits Plan - Participant Waiver Form for Regular Employees

Flexible Benefits Plan Participant Waiver Form for Graduate Student Employees (htm)

Flexible Spending Account Enrollment Form (PDF)

FLSA Duties Test Worksheets

Foreign Entity - Sourcing Analysis

Form 1 and Form 5 (PDF)

Form 1 and Form 7 (PDF)

Form 6 and BSROE (PDF)

Form 6 and Form 1 (PDF)

Form 6 and Form 4 (PDF)

Form 15 and BSROE (PDF)

Form 15 and Form 1 (PDF)

Form 15 and Form 4 (PDF)

Form B Template (doc)

Fraud Incident Report

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G

Guideline Template

Graduate Student Employee Health Plan Enrollment Form (PDF)

Graduate Student Employee Health Plan (GSEHP) Dental Plan Brochure (PDF)

Graduate Student Employee Health Plan (GSEHP) Vision Care Booklet (PDF)

Group Life Insurance Claim Form (PDF)

Group Long Term Disability Insurance Certificate (PDF)

GSEHP COBRA Election Notice for Continuation of the Graduate Student Employee He

 

H

Hourly Attendance Report (doc)

Hourly Attendance Report (PDF)

 

I

I-9 E-Verify Quick Reference Table

IFR/CS Calculation of Award Charges Worksheet (XLS)

Incubator Client Agreement

Independent Contractor Agreement (Word)

Independent Contractor Services Form

Individual Performance Program and Appraisal Form (PDF)

Instructions for Supervisors (PDF)

IRC 501(c)(3) Tax Exempt Confirmation

IRS Form 8233 Sample Completed for Employee (student)

IRS Form 8233 Sample Completed (independent contractor)

IRS Form 8233 Sample Statement (Teacher Researcher)

IRS Form 8233 Sample Statement (student)

IRS Form W-9 Sample Completed Statement 

Inventor Letter Template

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J

Job Aid - Quick Table - Residency Payroll System Entry

Job Aid - Quick Table - Residency AP System Entry

 

K

Key Total Treasury (LTT) Authorization Form (PDF)

 

L

Learning Tuesdays Sign In Sheet

Life Insurance Enrollment Kit (PDF)

LOA Other Than Family and Medical Leave - Application for Continuation of Group

Loss of Insurance Coverage Notice (doc)

 

M

Medco by Mail Order Form (PDF)

Memo - Year End Monitoring for Tax Purposes

MIS Report Recipients Worksheet (PDF)

Mobile Device Stipend Acceptance and Use Agreement

Moving Expense Reimbursement Request and Authorization Form (PDF)

 

N

NAFTA and Visa Status

NAFTA Professional List

New Award Billing Information Review Form (doc)

New Award Billing Information Review Form (PDF)

New Employee Orientation Checklist (PDF)

New or Updated Policy (DOC)

New or Updated Procedure-Guideline (DOC)

Non-Salary Payments Determinations Form

Nonresident Alien Academic Fellowship Tax Exemption Certificate

Nonresident Alien Fellows Income Taxation Process Diagram (PDF)

Nonresident Alien Independent Contractor, Rent Recipient or Royalty Recipient Ta

Nonresident Alien Participant Stipend Tax Exemption Certificate (PDF)

Notice of Compliance - Disability Benefits Law (PDF)

Notice of Compliance with Workers' Compensation Law (PDF)

Notice of Privacy Practices (HIPAA)

Notice of Salary Adjustment Process

NYS Standard Voucher (PDF)

NYS State Aid Voucher (PDF)

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O

Obtaining Tax Identification Numbers (TIN) Process Diagram

OMB Circular A-133 - Written Notication of Audit Compliance (doc)

Optional Retirement Plan Enrollment Form (Salary Reduction Agreement)

Optional Retirement Plan Informational Handout

Optional Retirement Plan Salary Reduction Agreement for Tax Deferred Retirement

Oracle Information Change Form (doc)

Oracle Information Change Form (PDF)

Organizational Change Notification Form (doc)

Organizational Change Notification Form (PDF)

Overview of Tax and Reporting Compliance Process Diagram (PDF)

 

P

Participant Stipend Form (PDF)

Participant Stipend Form (Word)

Payment Method - Pay Card

Payment Method Direct Deposit of Salary (doc)

Payment Method: Additional Direct Deposit Information (doc)

Payment Reporting Letter (Word)

Payroll Balance Adjustment Form (PDF)

Payroll Check Correction Form (PDF)

Payroll Check Correction Form (doc)

Payroll Collections Attachment 1 (PDF)

Performance Program Summary for Employees (PDF)

Performance Appraisal Forms (HTML)

Petty Cash Request (PDF)

Phased Retirement Disclosure and Agreement

Policy on the Employment of Special Disabled, Vietnam Era, and Other Protected V

Policy on Nondiscrimination on the Basis of Age

Policy Template

Post Travel Checklist

PPO Booklet - Deductible

Pregenerated Distribution Line – Suspense-OIA to Award Request Form (PDF)

Pre-Travel Checklist

Prevailing Wage Request Form for H1B Professionals (PDF)

Procedure Template

Project Staff User Access Form

Proof of One Year Residency (PDF)

Property Status Change Request

Procedure for Resolving Allegations of Workplace Discrimination (PDF)

Public Voucher (PDF)

Purchase Requisition Form (PDF)

 

Q

Qualified Transportation Benefits Program (doc)

Qualified Transportation Benefits Program (PDF)

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R

Request for Alien Information for Employees and Fellows (PDF)

Request for Alien Information for Employees and Fellows (XLS)

Request for Alien Information for Miscellaneous Income (PDF)

Request for Alien Information for Miscellaneous Income (XLS)

Request for Copy of Tax Statement (PDF)

Request for Copy of Tax Statement

Request for Original or Corrected 1099-misc or 1042-s Tax Statement (doc)

Request for Original or Corrected 1099-misc or 1042-s Tax Statement (PDF)

Request for Taxpayer Identification Number and Certification (PDF)

Request for Campus Supplier Payments (PDF)

Request for Special Handling of Protected Health Information (PHI) (PDF)

Research Management and Support Awards New Award Request Form

Residency Determination Monthly Review memo

Retirement Plan Service Credit Verification (PDF)

RF Campus Authorized Signature Form (doc)

RF Catch All Form (PDF)

RF Corporate Revised Salary Adjustment Form Multiple Payments (doc)

RF Corporate Revised Salary Adjustment Form Multiple Payments (pdf)

RF Corporate Revised Salary Adjustment Form One Time Deduction (doc)

RF Corporate Revised Salary Adjustment Form One Time Deduction (pdf)

RF Cumulative Form (PDF)

RF Cumulative Invoice Form (XLS)

RF Current Expenditures Only (PDF)

RF Employment Application

RF Fixed Price Invoice (PDF)

RF Prepaid Card Form

RF Property Management Overview Process Diagram (PDF)

RF Purchasing Cardholder Agreement

RF Software Technology Addendum

RF Technology Transfer Check Request

RF Travel Card Employee Agreement

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S

Salary and Wages Cost Transfer Form (PDF)

Sample Affidavit Letter (HTML)

Sample Affidavit Letter (PDF)

Sample Completed W-8BEN for a Fellow (PDF)

Sample Completed W-8BEN for Royalty (PDF)

Sample Letter Verifying Permanent Research Position (HTML)

Sample Letter Verifying Permanent Research Position (doc)

Sample Reply Letter for Medical Child Support (doc)

Second B Notice (Doc)

Second B Notice (PDF)

Second Past Due Invoice Letter Request (PDF)

Self-Identification of Disabled Individuals (PDF)

Signature Authorization Form (Word)

Single Source Documentation - PDF

Split Facilities and Administrative Cost Approval Form (doc)

Split Facilities and Administrative Cost Approval Form (PDF)

Standard Limited Liability Company Operating Agreement Template

State Minimum Weekly Salary Rate for Exemption from Overtime Provisions

Statement of Dependence of Domestic Partner's Child for Participation in the RF (PDF)

Statement of Human Subject Participation

Statement of Policy on Equal Employment Opportunity (PDF)

Statement of Policy on Sexual Harassment (PDF)

Substantial Presence Test Process Diagram

Summary of Benefits and Coverage - CDPHP

Summary of Benefits and Coverage - Excellus

Summary of Benefits and Coverage - IHA

Summary of Benefits and Coverage - MVP

Summary of Benefits and Coverage - Traditional PPO

Summary of Benefits and Coverage - Traditional PPO (Spanish)

Summary of Benefits and Coverage - Deductible PPO

Summary of Benefits and Coverage - Deductible PPO (Spanish)

SUNY IFR Cost Sharing Appointment Change Form (PDF)

Supplier File Naming Standards Appendix

Supplier File Request Form - R12 (PDF)

Supplier Merge Request Form (PDF)

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T

Tax Decision Tool (SWF)

Tax Exempt Confirmation - 501(c)(3) Documentation

Tax Exemption Expiration Memo (doc)

Tax Implications for Personal Use Vehicle - Annual Lease Value Method

Tax Implications for Personal Use Vehicle - Fixed Rate Per Mile Method

Tax Information for Nonresident Alien Employees Memo

Tax Treaty Eligibility-Resident Alien Status

Taxable Meal Payment Request and Authorization Form (PDF)

Taxable Meal Payment Request and Authorization Form (Word)

Taxable Value of Personal Use of an RF Provided Vehicle (PDF)

Termination of Domestic Partnership Form (PDF)

Third Past Due Invoice Letter Request (PDF)

Transmittal Memorandum for DBL (PDF)

Transmittal for Deposit Form (XLS)

Transportation Benefits Brochure (PDF)

Travel Payment Request Form (PDF)

Twenty Factor Common Law Test

 

U

Unemployment Insurance Form IA 12.3 (PDF)

Unallowable Cost Listing

Universal Availability Notice

US Citizen, Permanent Resident, Resident Alien Fellows Income Taxation Process D

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V

Vacation Payment at Termination Form (PDF)

Vision Care Claim Form (PDF)

Vision Plan Brochure

Voluntary Short Term Disability Enrollment Kit (PDF)

 

W

Women's Health and Cancer Rights Act

Workers' Compensation Direct Loss Reporting Guide (PDF)

Workers' Compensation Reimbursement Request Form (PDF)

Working Relationship Form

X

 

Y

Young Adult Election and Eligibility Form (doc)

Young Adult Election and Eligibility Form (PDF)

Young Adult Insurance Coverage Election Notice (doc)

Your Benefits: A Quick Reference Guide (PDF)

Your Prescription Drug Benefit Handbook (PDF)

Z

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ALL BENEFITS FILES