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

Academic Fellowship Form (doc)

Academic Fellowship Document (PDF)

Accounting Manual

Action Request Form (ARF) (XLS)

Administrator User Access Form

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

Annual Subrecipient Questionnaire for Renewal Activity/Amendments

Appointment Letter Template (doc)

Appointment Letter Template - Summer Only

At-Risk Approval Request to RF CFO Form

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

Benefits Enrollment Form (PDF)

Benefits Handbook (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 Zero Clearing Category Refund Form (Single Refund)

Campus Zero Clearing Category Refund Form (Multiple Refunds)

Central Office User Access Form

Certificate of Insurance Request Form (pdf)

Change Org Request Template (xls)

Citibank Program Administration Setup Form (PDF)

Citibank Risk Assessment Form (PDF)

Claim for Payment (PDF)

Client Information Checklist, Direct Card Issuance Spreadsheet (XLS)

Close Out Form

CO Transaction Authority Letter - fillable

Confidentiality Agreement

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

Conflict of Interest 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)

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 Assignment Form Addendum for Additional Jobs

Employee Assignment Form-Declaration and Authorization Only

Employee Handbook Acknowledgment Form (PDF)

Employee Mailing List - Vendor Letter of Agreement (PDF)

Employee Request for Leave Form (PDF)

Employment Application (PDF)

Employment Application (Word)

Employment Application - NYC

Employment Application - Summer SUNY Faculty

Employment Application - Summer SUNY Faculty - NYC

Employment Disclosure of Criminal History

Envelope Sample (PDF)

Equipment Insurance Coverage - Floater Policy (PDF)

Exception Report for Exempt Personnel (PDF)

Exemption From Withholding on Compensation for Independent (and Certain Dependent) Personal Services of a Nonresident Alien Individual

Exemption Status Checklist

Expenditures by Project (PDF)

External Invention Disclosure Form‌

Extra Service Compensation Approval Form

 

F

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

First B Notice (doc)

First B Notice (PDF)

First Past Due Invoice Letter Request (PDF)

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

 

 

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)

Inactive Org Request Template (xls)

Incubator Client Agreement

Independent Contractor Agreement (Word)

Independent Contractor Services Form

Individual Performance Program and Appraisal Form (PDF)

Instructions for Supervisors (PDF)

InterCampus Agreements Guidance Doc

IRC 501(c)(3) Tax Exempt Confirmation

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

Leased Property Questionnaire

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

Loss of Insurance Coverage Notice (doc)

 

M

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

 

N

NAFTA and Visa Status

NAFTA Professional List

National Science Foundation Notification Requirements

New Award Billing Information Review Form (doc)

New Award Billing Information Review Form (PDF)

New Employee Orientation Checklist (PDF)

New Employee Orientation -Checklist SUNY Summer Faculty

New or Updated Policy (DOC)

New or Updated Procedure-Guideline (DOC)

New Org Request Template (xls)

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 Support Tax Exemption Certificate

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

NYC Accommodation Form for Grant or Denial

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)

Oracle Change form for Additional Jobs

Oracle Information Change Form (doc)

Oracle Information Change Form (PDF)

Overview of Tax and Reporting Compliance Process Diagram (PDF)

 

P

Participant Support Form (Word)

Participant Support Versus Fellowship Table

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)

Policy Template

Post Travel Checklist

Pregenerated Distribution Line – Award 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

Public Voucher (PDF)

Purchase Requisition Form (PDF)

Q

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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 Initiative Plan Template

Research Management and Support Awards New Award Request Form

Residency Determination Monthly Review memo

Revocation of RF Delegated Authority Template

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 Cumulative with Remaining Balance Form

RF Current Expenditures Only (PDF)

RF Debarment Form

RF Employment Application (PDF)

RF Employment Application (Word)

RF Fixed Price Invoice (PDF)

RF Loan Application

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 (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)

Signature Authorization Form (Word)

Single Source Documentation - PDF

Social Security and Medicare Tax Adjustment - Current Year

Social Security and Medicare Tax Adjustment - Past Year

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 Gift Acceptance Form

Statement of Human Subject Participation

Statement of Policy on Equal Employment Opportunity (PDF)

Standard Subaward Amendment Template

Standard Subaward Template

Subaward Checklist

Subrecipient Enforcement Measures Checklist

Subrecipient Invoice Checklist

Subrecipient Performance Monitoring Checklist

Subrecipient Risk Analysis

Subrecipient Risk Assessment Questionnaire

Subrecipient vs. Contractor Decision Tree 

Substantial Presence Test Process Diagram

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 Exempt Information Sheet

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)

 

U

Unemployment Insurance Form IA 12.3 (PDF)

Unallowable Cost Listing

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

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V

Vacation Payment at Termination Form (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)

 

Z

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Purchasing Forms