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Title Documents & Links Revision Date
1101 FR.01 Financial Review Checklist File Financial Review Checklist March 1, 2016
1110 FR.01 Personal Use of University Vehicles - Department Summary Sheet PDF icon 1110FR.01 Personal Use of University Vehicles - Department Summary Sheet .pdf
Office spreadsheet icon 1110FR.01 Personal Use of University Vehicles - Department Summary Sheet .xls
November 11, 2015
1110 FR.02 Personal Use of University Vehicles - Questionnaire PDF icon 1110FR.02 Personal Use of University Vehicles - Questionnaire .pdf
Office spreadsheet icon 1110FR.02 Personal Use of University Vehicles - Questionnaire .xls
November 11, 2015
1300 FR.04 Organization - New/Modification Request Office spreadsheet icon Organization - New/Modification Request **[TCN]** October 5, 2012
1301 FR.01 Request to Transfer Residual Balance from Sponsored Awards PDF icon 1301FR.01 Request to Transfer Residual Balance from Sponsored Awards.pdf August 11, 2015
1302 FR.07 Expenditure Type Request Form Office spreadsheet icon 1302 FR.07 Expenditure Type Request Form.xls **[TCN]** July 11, 2013
1302 FR.08 Task Worksheet Office spreadsheet icon 1302 FR.08 Task Worksheet.xls **[TCN]** April 12, 2012
1302 FR.09 Projects & Tasks - Closing Request Office spreadsheet icon 1302 FR.09 Projects & Tasks - Closing Request **[TCN]** April 12, 2012
1302 FR.10 Linkage New/Modification Request Office spreadsheet icon 1302 FR.10 Linkage New/Modification Request.xls **[TCN]** January 20, 2012
1302 FR.11 Project - New Request Office spreadsheet icon 1302 FR.11 Project - New Request **[TCN]** February 11, 2016
1302 FR.11 A Multiple Project Request Office spreadsheet icon 1302 FR.11 A Multiple Project Request February 23, 2015
1302 FR.12 Projects & Tasks - Modification Request Office spreadsheet icon 1302 FR.12 Projects & Tasks - Modification Request.xls **[TCN]** July 11, 2013
1302 FR.13 Checklist for PTAO Changes Office spreadsheet icon 1302 FR.13 Checklist for PTAO Changes.xls **[TCN]** May 16, 2013
1304 FR.01 At-Risk Account Request Office spreadsheet icon 1304 FR.01 At-Risk Account Request
PDF icon 1304 FR.01 At-Risk Account Request - Instructions
May 8, 2015
1304 FR.03 Transmittal Summary (Tran Sum) Form PDF icon 1304 FR.03 Transmittal Summary Form
PDF icon 1304 FR.03 Transmittal Summary Form - Instructions
April 18, 2016
1304 FR.03 App A Subrecipient Information and Compliance Form PDF icon Form 1304 FR.03A Subrecipient Information and Compliance Form April 7, 2016
1304 FR.03 App B-E Transmittal Summary (Tran Sum) Attachments Office spreadsheet icon 1304 FR.03 App B-E Transmittal Summary (Tran Sum) Attachments.xls December 11, 2012
1304 FR.06 Responsible Personnel Change Form PDF icon 1304fr06_responsible_personnel_change_form_0.pdf August 20, 2015
1304 FR.09 Cost Allocation Methodology Office spreadsheet icon 1304 FR.09 Cost Allocation Methodology.xls
PDF icon 1304 FR.09 Cost Allocation Methodology - Instructions.pdf
December 3, 2013
1305 FR.01 Labor Distribution Adjustment Worksheet PDF icon 1305 FR.01 Labor Distribution Adjustment Worksheet.pdf
Office spreadsheet icon 1305 FR.01 Labor Distribution Adjustment Worksheet.xls
PDF icon 1305 FR.01 Labor Distribution Adjustment Worksheet - Instructions.pdf
August 14, 2012
1305 FR.02 Labor Schedule Worksheet: Faculty, M&P, C&T PDF icon 1305 FR.02 Labor Schedule Worksheet: Faculty, M&P, C&T.pdf
Office spreadsheet icon 1305 FR.02 Labor Schedule Worksheet: Faculty, M&P, C&T.xls
PDF icon 1305 FR.02 Labor Schedule Worksheet: Faculty, M&P, C&T - Instructions.pdf
August 14, 2012
1305 FR.03 Labor Schedule Worksheet: S&M, Students, Casuals PDF icon 1305 FR.03 Labor Schedule Worksheet: S&M, Students, Casuals.pdf
Office spreadsheet icon 1305 FR.03 Labor Schedule Worksheet: S&M, Students, Casuals.xls
August 14, 2012
1305 FR.04 LD Notification: Work Outside Home Department PDF icon 1305 FR.04 LD Notification: Work Outside Home Department.pdf
Office spreadsheet icon 1305 FR.04 LD Notification: Work Outside Home Department.xls
August 14, 2012
1305 FR.05 YConvLaborTrf PDF icon 1305 FR.05 YConvLaborTrf.pdf
Office spreadsheet icon 1305 FR.05 YConvLaborTrf.xls
PDF icon 1305 FR.05 YConvLaborTr form Instructions.pdf
August 14, 2012
1305 FR.06 YAssessments PDF icon 1305 FR.06 YAssessments.pdf
Office spreadsheet icon 1305 FR.06 YAssessments.xls
PDF icon 1305 FR.06 YAssessments - Instructions.pdf
August 14, 2012
1305 FR.07 YBalShtRevAdj PDF icon 1305 FR.07 YBalShtRevAdj.pdf
Office spreadsheet icon 1305 FR.07 YBalShtRevAdj.xls
PDF icon 1305 FR.07 YBalShtRevAdj - Instructions.pdf
August 14, 2012
1305 FR.08 YExpenseAdjust PDF icon 1305 FR.08 YExpenseAdjust.pdf
Office spreadsheet icon 1305 FR.08 YExpenseAdjust.xls
PDF icon 1305 FR.08 YExpenseAdjust - Instructions.pdf
August 14, 2012
1305 FR.09 YGCIndNonLabTr PDF icon 1305 FR.09 YGCIndNonLabTr.pdf
Office spreadsheet icon 1305 FR.09 YGCIndNonLabTr.xls
PDF icon 1305 FR.09 YGCIndNonLabTr - Instructions.pdf
August 14, 2012
1305 FR.10 YInterDeptTrsf PDF icon 1305 FR.10 YInterDeptTrsf
Office spreadsheet icon 1305 FR.10 YInterDeptTrsf
PDF icon 1305 FR.10 YInterDeptTrsf - Instructions
August 14, 2012
1305 FR.12 YNonGCNonLabTr PDF icon 1305 FR.12 YNonGCNonLabTr.pdf
Office spreadsheet icon 1305 FR.12 YNonGCNonLabTr.xls
PDF icon 1305 FR.12 YNonGCNonLabTr - Instructions
August 14, 2012
1305 FR.15 Journal Staging Area - Cost Transfer Justification PDF icon 1305 FR.15 Journal Staging Area - Cost Transfer Justification.pdf
Office spreadsheet icon 1305 FR.15 Journal Staging Area - Cost Transfer Justification.xls
July 22, 2016
1305 FR.16 Labor Distribution - Cost Transfer Justification PDF icon 1305 FR.16 Labor Distribution - Cost Transfer Justification.pdf
Office spreadsheet icon 1305 FR.16 Labor Distribution - Cost Transfer Justification.xls
July 22, 2016
1305 FR.17 GSPS Cost Transfer PDF icon 1305 FR.17 GSPS Cost Transfer.pdf
Office spreadsheet icon 1305 FR.17 GSPS Cost Transfer.xls
July 22, 2016
1306 FR.01 Cost Sharing Approval Request File 1306 FR.01 Cost Sharing Approval Request.xlsx
PDF icon 1306 FR.01 Cost Sharing Approval Request - Instructions
February 26, 2016
1310 FR.01 Key Deposit Log Office spreadsheet icon 1310 FR.01 Key Deposit Log.xls May 6, 2003
1310 FR.03 Asset and Liability Reconciliation PDF icon 1310 FR.03 Asset and Liability Reconciliation.pdf
Office spreadsheet icon 1310 FR.03 Asset and Liability Reconciliation.xls
March 23, 2004
1310 FR.04 PI Status Request Form PDF icon 1310 FR.04 PI Status Request Form.pdf
PDF icon 1310 FR.04 PI Status Request Form - Instructions
May 12, 2016
1310 FR.05 Delegation of Initiator Authority for Sponsored Projects Office spreadsheet icon Delegation of Initiator Authority for Sponsored Projects May 13, 2010
1315 FR.01 Effort Report Office spreadsheet icon 1315 FR.01 Effort Report.xls
PDF icon 1315 FR.01 Effort Report - Instructions
April 2, 2014
1315 FR.02 Effort Reporting System Access Request PDF icon 1315 FR.02 Effort Repoting System Access Request Form - Instructions Effort Reporting System Access Web Form September 17, 2015
1350 FR.01 Human Embryonic Stem Cell Research Tracking Form Office spreadsheet icon 1350 FR.01 Human Embryonic Stem Cell Research Tracking Form.xls July 20, 2007
1403 FR.02 Justification to Direct Charge F&A Type Costs to a Federal Award PDF icon 1403 FR.02 Justification to Direct Charge F&A Type Costs to a Federal Award.pdf December 23, 2015
1410 FR.01 Request for Service (Catering) PDF icon 1410 FR.01 Request for Service (Catering).pdf
Office spreadsheet icon 1410 FR.01 Request for Service (Catering).xls **[TCN]**
November 16, 2006
1410 FR.04 Lockshop Key Requisition Office spreadsheet icon 1410 FR.04 Lockshop Key Requisition.xls **[TCN]** November 13, 2014
1410 FR.08 Leased Property Operating Expense Form Microsoft Office document icon 1410 FR.08 Leased Property Operating Expense Form.doc January 20, 2005
1410 FR.09 Recurring Payment Authorization Form Microsoft Office document icon 1410 FR.09 Recurring Payment Authorization Form.doc January 20, 2005
1410 FR.10 Space Request Form Microsoft Office document icon 1410 FR.10 Space Request Form.doc January 20, 2005
1410 FR.11 Request for Service (TR&S) Office spreadsheet icon 1410 FR.10 Space Request Form.xls **[TCN]** July 7, 2010
1410 FR.12 Request for Service (Security) PDF icon 1410 FR.12 Request for Service (Security).pdf Request Police or Security Services Link April 1, 2006
1410 FR.13 Internal Service Providers: Registration Microsoft Office document icon 1410 FR.13 Internal Service Providers: Registration
PDF icon 1410 FR.13 Internal Service Providers: Registration - Instructions
May 8, 2012
1410 FR.14 Internal Service Providers: Rate Calculation (Manual) Office spreadsheet icon 1410 FR.14 Internal Service Providers: Rate Calculation (Manual).xls
PDF icon 1410 FR.14 Internal Service Providers: Rate Calculation (Manual) - Instructions
May 9, 2016
1410 FR.14A Internal Service Providers: Rate Calculation (Automated) Office spreadsheet icon 1410 FR.14A Internal Service Providers: Rate Calculation (Automated).xls
PDF icon 1410 FR.14A Internal Service Providers: Rate Calculation (Automatedl) - Instructions
May 31, 2014
1410 FR.14B Internal Service Providers: Fund Balance Worksheet Office spreadsheet icon Internal Service Providers: Fund Balance Worksheet April 12, 2011
1411 FR.01 Memorandum of Understanding Office spreadsheet icon 1411 FR.01 Memorandum of Understanding.xls February 26, 2016
1601 FR.01 VPN Access Exception Request VPN Access Exception Request Link June 27, 2012
1601 FR.02 Identity and Access Management Attribute Release File 1601 FR.02 Identity and Access Management Attribute Release.xlsx March 9, 2016
1601 FR.03 Sponsored Identity Request Form File 1601 FR.03 Sponsored Identity Request Form.docx
PDF icon 1601 FR.03 Sponsored Identity Request Form - Instructions
September 3, 2015
1601 FR.04 Workday Access Management Request File 1601 FR.04 Workday Access Management Request.xlsx
PDF icon 1601 FR.04 Workday Access Management Request - Instructions
July 17, 2015
1601 FR.05 Workday Matrix Organization Creation File 1601 FR.05 Workday Matrix Organization Creation.xlsx January 26, 2015
1601 FR.06 Workday Supervisory Organization Creation File 1601 FR.06 Workday Supervisory Organization Creation.xlsx January 26, 2015
1601 FR.07 Workday Supervisory Organization Change File 1601 FR.07 Workday Supervisory Organization Change.xlsx April 14, 2016
1601 FR.08 Workday Reorganization Request File 1601 FR.08 Workday Reorganization Request.xlsx January 26, 2015
2015 Form 1040A Example A PDF icon 2015 Form 1040A Ex A
2015 Form 1040A Example B PDF icon 2015 Form 1040A Ex B.pdf
2015 Form 1040A Example C PDF icon 2015 Form 1040A Ex C.pdf
2015 Form 1040A Example D PDF icon 2015 Form 1040A Ex D.pdf
2015 Form 1040A Example E PDF icon 2015 Form 1040A Ex E.pdf
2015 Form 1040A Example F PDF icon 2015 Form 1040A Ex F.pdf
2015 Form CT-1040 Example A PDF icon 2015 Form CT-1040 EX A.pdf
2015 Form CT-1040 Example B PDF icon 2015 Form CT-1040 Ex B.pdf
2015 Form CT-1040 Example C PDF icon 2015 Form CT-1040 Ex C.pdf
2015 Form CT-1040 Example D PDF icon 2015 Form CT-1040 Ex D.pdf
2015 Form CT-1040 Example E PDF icon 2015 Form CT-1040 Ex E.pdf
2015 Form CT-1040 Example F PDF icon 2015 Form CT-1040 Ex F.pdf
2016 Form 1040ES Example A PDF icon 2016 Form 1040ES Ex A.pdf
2016 Form 1040ES Example B PDF icon 2016 Form 1040ES Ex B.pdf
2016 Form 1040ES Example C PDF icon 2016 Form 1040ES Ex C.pdf
2016 Form 1040ES Example D PDF icon 2016 Form 1040ES Ex D.pdf
2016 Form 1040ES Example E PDF icon 2016 Form 1040ES Ex E.pdf
2016 Form 1040ES Example F PDF icon 2016 Form 1040ES Ex F.pdf
2016 Form CT-1040ES Example A PDF icon 2016 Form CT-1040ES Ex A.pdf
2016 Form CT-1040ES Example B PDF icon 2016_form_ct-1040es_ex_b.pdf
2016 Form CT-1040ES Example C PDF icon 2016 Form CT-1040ES Ex C.pdf
2016 Form CT-1040ES Example D PDF icon 2016 Form CT-1040ES Ex D.pdf
2016 Form CT-1040ES Example E PDF icon 2016 Form CT-1040ES Ex E.pdf
2016 Form CT-1040ES Example F PDF icon 2016 Form CT-1040ES Ex F.pdf
2200 FR.01 8282 - Donee Information Return PDF icon 2200 FR.01 8282 - Donee Information Return.pdf December 1, 2005
2200 FR.02 8283 - Noncash Charitable Contributions PDF icon 2200 FR.02 8283 - Noncash Charitable Contributions.pdf
PDF icon 2200 FR.02 8283 - Noncash Charitable Contributions - Instructions
December 1, 2005
2203 FR. 03 Request to Reinvest Income to Principal Form Office spreadsheet icon Request to Reinvest Income to Principal Form July 15, 2014
2203 FR.04 New or add to UFFE Form Office spreadsheet icon 2203 FR.04 New or add to UFFE Form.xls September 3, 2014
2203 FR.05 Decapitalize a UFFE Form Office spreadsheet icon 2203 FR.05 Decapitalize a UFFE Form.xls July 15, 2014
2203 FR.06 Request to Close Restricted Spendable Gift Fund Where Purpose Fulfilled Office spreadsheet icon 2203 FR.06 Request to Close Restricted Spendable Gift Fund Where Purpose Fulfilled.xls June 4, 2015
2203 FR.07 YSM Reinvest Unspent Endowment Income to Principal Office spreadsheet icon 2203 FR.07 YSM Reinvest Unspent Endowment Income to Principal.xls March 30, 2012
2203 FR.08 YSM Request to SET-UP or ADD to University Fund Functioning as Endowment (UFFE) Office spreadsheet icon 2203 FR.08 YSM Request to SET-UP or ADD to University Fund Functioning as Endowment (UFFE).xls September 3, 2014
2203 FR.09 YSM Request to Decapitalize existing University Fund Functioning as Endowment (UFFE) Office spreadsheet icon 2203 FR.09 YSM Request to Decapitalize existing University Fund Functioning as Endowment (UFFE).xls March 30, 2012
2203 FR.10 Request to Set Up a New Endowment or Spendable Gift Award Office spreadsheet icon 2203 FR.10 Request to Set Up a New Endowment or Spendable Gift Award.xls September 3, 2014
2801 FR.02 Money Transfer Form PDF icon 2801 FR.02 Money Transfer Form.pdf September 25, 2008
2805 FR.01 RIF Worksheet PDF icon 2805 FR.01 RIF Worksheet.pdf
Office spreadsheet icon 2805 FR.01 RIF Worksheet.xls
June 12, 2002
2810 FR.02 Sales Tax Report PDF icon 2810 FR.02 Sales Tax Report.pdf
Office spreadsheet icon 2810 FR.02 Sales Tax Report.xls
May 19, 2015
2815 FR.01 Petty Cash Voucher Office spreadsheet icon 2815 FR.01 Petty Cash Voucher.xls **[TCN]** November 3, 2014
2815 FR.02 Petty Cash Quick Voucher PDF icon 2815 FR.02 Petty Cash Quick Voucher.pdf
Office spreadsheet icon 2815 FR.02 Petty Cash Quick Voucher.xls **[TCN]**
September 1, 2011
2815 FR.03 Petty Cash Fund Request PDF icon 2815 FR.03 Petty Cash Fund Request.pdf
Office spreadsheet icon 2815 FR.03 Petty Cash Fund Request.xls
PDF icon 2815 FR.03 Petty Cash Fund Request - Instructions
April 8, 2010
2815 FR.04 Petty Cash Replenishment PDF icon 2815 FR.04 Petty Cash Replenishment.pdf
Office spreadsheet icon 2815 FR.04 Petty Cash Replenishment.xls
PDF icon 2815 FR.04 Petty Cash Replenishment - Instructions **[TCN]**
August 9, 2007
2815 FR.05 Mileage Record PDF icon 2815 FR.05 Mileage Record.pdf
Office spreadsheet icon 2815 FR.05 Mileage Record.xls
November 1, 2011
3201 FR.01 Purchase Requisition PDF icon 3201 FR.01 Purchase Requisition.pdf
Office spreadsheet icon 3201 FR.01 Purchase Requisition.xls
PDF icon 3201 FR.01 Purchase Requisition - Instructions **[TCN]**
March 31, 2009
3201 FR.04 Stock Requisition PDF icon 3201 FR.04 Stock Requisition.pdf
Office spreadsheet icon 3201 FR.04 Stock Requisition.xls **[TCN]**
August 15, 2013
3201 FR.05 VIP Number Application PDF icon 3201 FR.05 VIP Number Application.pdf
Microsoft Office document icon 3201 FR.05 VIP Number Application.doc
October 11, 2010
3205 FR.01 Vendor Setup Request Office spreadsheet icon 3205 FR.01 Vendor Setup Request.xls
PDF icon 3205 FR.01 Vendor Setup Request - Instructions
April 22, 2014
3205 FR.02 Quotation Record Office spreadsheet icon 3205 FR.02 Quotation Record.xls March 16, 2015
3205 FR.03 Sole Source PDF icon 3205 FR.03 Sole Source.pdf
Office spreadsheet icon 3205 FR.03 Sole Source.xls
June 11, 2014
3205 FR.04 W7--Application for IRS Individual Taxpayer Number PDF icon 3205 FR.04 W7--Application for IRS Individual Taxpayer Number.pdf
PDF icon 3205 FR.04 W7--Application for IRS Individual Taxpayer Number - Instructions
August 15, 2013
3205 FR.05 W-8BEN Certificate of foreign Status of Beneficial Owner of United States Tax Withholding (Individuals Only, Effective 9/1/2014 PDF icon 3205 FR.05 W-8BEN Certificate of foreign Status of Beneficial Owner of United States Tax Withholding.pdf
PDF icon 3205 FR.05 W-8BEN Certificate of foreign Status of Beneficial Owner of United States Tax Withholding - Instructions
February 1, 2014
3205 FR.05 A W-8BEN-E Certificate of Foreign Status of Beneficial Owner of United States Tax Withholding (Effective January 1, 2015) PDF icon 3205 FR.05 A W-8BEN-E Certificate of Foreign Status of Beneficial Owner of United States Tax Withholding.pdf
PDF icon 3205 FR.05 A W-8BEN-E Certificate of Foreign Status of Beneficial Owner of United States Tax Withholding - Instructions
February 1, 2014
3205 FR.06 W9 --Request for IRS Individual Taxpayer Number and Certification PDF icon 3205 FR.06 W9 --Request for IRS Individual Taxpayer Number and Certification.pdf December 23, 2014
3205 FR.07 SS5 -- Application for a Social Security Card PDF icon 3205 FR.07 SS5 -- Application for a Social Security Card.pdf August 15, 2013
3205 FR.08 ACH/EFT Vendor Enrollment Form Office spreadsheet icon 3205 FR.08 ACH/EFT Vendor Enrollment Form.xls March 6, 2015
3210 FR.01 Professional Services Agreement PDF icon 3210 FR.01 Professional Services Agreement.pdf April 8, 2014
3215 FR. 07 Expense Management Preparer Access Request Form Office spreadsheet icon Expense Management Preparer Access Request Form
3215 FR.03 Purchasing Card Activation for Reactivation of Individual Card PDF icon 3215 FR.03 Purchasing Card Activation for Reactivation of Individual Card.pdf June 28, 2012
3215 FR.05 Statement of Questioned Item PDF icon 3215 FR.05 Statement of Questioned Item.pdf September 7, 2007
3215 FR.06 Purchasing Card Request Form Office spreadsheet icon Purchasing Card Request Form June 3, 2014
3215 FR.07 EMS Access Request Form Office spreadsheet icon 3215 FR.07 EMS Access Request Form.pdf November 9, 2010
3215 FR.08 EMS Self Assigning Form Office spreadsheet icon 3215 FR.08 EMS Self Assigning Form.pdf March 2, 2011
3215 FR.09 120-366 Day Taxable Expense Reimbursement File 3215 FR.09 120-366 Day Taxable Expense Reimbursement.pdf November 4, 2015
3220 FR.01 Restricted Items Approval Request PDF icon 3220 FR.01 Restricted Items Approval Request.pdf
Office spreadsheet icon 3220 FR.01 Restricted Items Approval Request.xls
June 7, 2010
3220 FR.02 State of CT - Application for Controlled Substance Laboratory License PDF icon 3220 FR.02 State of CT - Application for Controlled Substance Laboratory License.pdf September 24, 1999
3220 FR.04 PTAEO Approval for State DCD Controlled Substance License PDF icon 3220 FR.04 PTAEO Approval for State DCD Controlled Substance License.pdf
Office spreadsheet icon 3220 FR.04 PTAEO Approval for State DCD Controlled Substance License.xls
June 15, 2010
3220 FR.05 PTAEO Approval for Federal DEA Registration PDF icon 3220 FR.05 PTAEO Approval for Federal DEA Registration.pdf
Office spreadsheet icon 3220 FR.05 PTAEO Approval for Federal DEA Registration.xls
February 1, 2007
3301 FR.02 Travel or Expense Advance Office spreadsheet icon 3301 FR.02 Travel or Expense Advance.xls
PDF icon 3301 FR.02 Travel or Expense Advance - Instructions **[TCN]**
September 25, 2015
3301 FR.03 Application for the Yale American Express Corporate Card Office spreadsheet icon 3301 FR.03 Application for the Yale American Express Corporate Card.xls August 15, 2013
3301 FR.04 Request for Travel Grant PDF icon 3301 FR.04 Request for Travel Grant.pdf
File 3301 FR.04 Request for Travel Grant.xlsx
March 3, 2016
3301 FR.05 Missing Receipts Office spreadsheet icon 3301 FR.05 Missing Receipts.xls December 9, 2014
3301 FR.06 Documentation for Travel on a non-US Flag Air Carrier File 3301 FR.06 Documentation for Travel on a non-US Flag Air Carrier.xlsx January 16, 2015
3301 FR.07 Travel Request - Non-Employee / Visitor Office spreadsheet icon 3301 FR.07 Travel Request - Non-Employee / Visitor.xls February 9, 2010
3301 FR.08 Travel Request Office spreadsheet icon 3301 FR.08 Travel Request.xls February 11, 2010
3301 FR.09 Travel Request - Group Office spreadsheet icon 3301 FR.09 Travel Request - Group.xls February 3, 2010
3301 FR.10 Request to set up user Group Office spreadsheet icon 3301 FR.10 Request to set up user Group.xls April 5, 2010
3401 FR.02 Check Request Office spreadsheet icon 3401 FR.02 Check Request.xls **[TCN]** July 20, 2015
3401 FR.03 Request for Wire Transfer Office spreadsheet icon 3401 FR.03 Request for Wire Transfer.xls
PDF icon 3401 FR.03 Request for Wire Transfer - Instructions
January 22, 2013
3401 FR.05 EMS Transmittal Form*(*Note: Macros must be enabled when using this form) Office spreadsheet icon EMS Expense Report Transmittal Form July 26, 2010
3401 FR.06 Invoice Cover Sheet for International Activities Office spreadsheet icon 3401 FR.06 Invoice Cover Sheet for International Activities.xls August 19, 2010
3410 FR.01 588 -- Athlete or Entertainer Request for Reduced Withholding PDF icon 3410 FR.01 588 -- Athlete or Entertainer Request for Reduced Withholding.pdf August 15, 2013
3410 FR.02 590 -- Athlete or Entertainer Request for Waiver of Withholding PDF icon 3410 FR.02 590 -- Athlete or Entertainer Request for Waiver of Withholding.pdf August 15, 2013
3415 FR.01 International Information Form (IIF) PDF icon 3415 FR.01 International Information Form (IIF).pdf
PDF icon 3415 FR.01 International Information Form (IIF) - Instructions
October 26, 2009
3415 FR.02 8233 - Exemption From Withholding on Compensation for Independent (and Certain Dependent) Personal Services of a Nonresident Alien Individual PDF icon 3415 FR.02 8233.pdf
PDF icon 3415 FR.02 8233 - Instructions
March 1, 2009
3415 FR.03 Office of International Students and Scholars Notification Form PDF icon 3415 FR.03 Office of International Students and Scholars Notification Form.pdf August 15, 2013
3415 FR.04 T-100 PDF icon 3415 FR.04 T-100.pdf July 1, 2000
3417 FR.01 Human Research Study Participant Advance Request PDF icon 3417 FR.01 Human Research Study Participant Advance Request.pdf
Office spreadsheet icon 3417 FR.01 Human Research Study Participant Advance Request.xls **[TCN]**
February 11, 2010
3417 FR.02 Human Research Study Participant Replenishment/Clearing PDF icon 3417 FR.02 Human Research Study Participant Replenishment/Clearing.pdf
Office spreadsheet icon 3417 FR.02 Human Research Study Participant Replenishment/Clearing.xls **[TCN]**
March 31, 2010
3501 FR.02 CT/MP Paid Time Off Adjustment Form PDF icon 3501 FR.02 CT/MP Paid Time Off Adjustment Form
PDF icon 3501 FR.02 CT/MP Paid Time Off Adjustment Form - Instructions
March 27, 2012
3501 FR.05 Temporary Employee Payment Request Office spreadsheet icon 3501 FR.05 Temporary Employee Payment Request.xls December 14, 2015
3501 FR.08 App E Faculty Summer Compensation Form - JUNE 2015 File 3501 FR.08 E Faculty Summer Compensation.xlsx May 17, 2016
3501 FR.08 H Provostial Pre-Approval for Faculty Extra Compensation File 3501 FR.08 H Provostial Pre-Approval for Faculty Extra Compensation.xlsx February 24, 2016
3501 FR.09 Faculty Data Collection 3501 FR.09 Faculty Data Collection Link May 24, 2016
3501 FR.10 Faculty Request for Moving Allowance PDF icon 3501 FR.10 Faculty Request for Moving Allowance.pdf
File 3501 FR.10 Faculty Request for Moving Allowance.xlsx
March 2, 2016
3501 FR.11 Faculty/Staff ID Center Request Yale University ID Center Link August 15, 2013
3501 FR.13 Application for Appointment as Visiting Fellow or Laboratory Associate PDF icon 3501 FR.13 Application for Appointment as Visiting Fellow or Laboratory Associate.pdf
Microsoft Office document icon 3501 FR.13 Application for Appointment as Visiting Fellow or Laboratory Associate.doc
PDF icon 3501 FR.13 Application for Appointment as Visiting Fellow or Laboratory Associate - Instructions
July 13, 2010
3501 FR.17 Position Review -- Medical School only PDF icon 3501 FR.17 Position Review -- Medical School only.pdf
Office spreadsheet icon 3501 FR.17 Position Review -- Medical School only.xls
August 27, 2004
3501 FR.18 Promotion and Transfer Check-List PDF icon 3501 FR.18 Promotion and Transfer Check-List.pdf
Microsoft Office document icon 3501 FR.18 Promotion and Transfer Check-List.doc
March 16, 2010
3501 FR.23 Faculty Search Questionnaire Microsoft Office document icon Faculty Search Questionnaire November 4, 2013
3501 FR.25 Non-GSPS Professional School Student Payment Office spreadsheet icon 3501 FR.25 Non-GSPS Professional School Student Payment.xls January 28, 2005
3501 FR.29 I-9 Employment Eligibility Verification PDF icon i-9.pdf August 15, 2013
3501 FR.31 Termination and Transfer Checklist PDF icon 3501 FR.31 Termination and Transfer Checklist.pdf May 29, 2013
3501 FR.32 W-4 Employee Withholding Allowance Certificate - Federal PDF icon 3501 FR.32 W-4 Employee Withholding Allowance Certificate - Federal.pdf October 5, 2015
3501 FR.33 W-4 Employee Withholding Allowance Certificate CT PDF icon 3501 FR.33 W-4 Employee Withholding Allowance Certificate CT.pdf October 5, 2015
3501 FR.35 Affirmative Action Search Questionnaire for M&P Staff Positions PDF icon 3501 FR.35 Affirmative Action Search Questionnaire for M&P Staff Positions.pdf
Office spreadsheet icon 3501 FR.35 Affirmative Action Search Questionnaire for M&P Staff Positions.xls
December 8, 2004
3501 FR.36 Affirmative Action Search Plan for M&P Staff Positions PDF icon 3501 FR.36 Affirmative Action Search Plan for M&P Staff Positions.pdf
Office spreadsheet icon 3501 FR.36 Affirmative Action Search Plan for M&P Staff Positions.xls
December 9, 2004
3501 FR.38 Payroll Check/Direct Deposit Pull Authorization PDF icon 3501 FR.38 Payroll Check/Direct Deposit Pull Authorization.pdf July 8, 2009
3501 FR.39 Benefits Forms Benefits Forms & Documents Link August 15, 2013
3501 FR.40a Overpayment Recovery File 3501 FR.40a Overpayment Recovery.xls October 2, 2015
3501 FR.40b Payroll Adjustment - Underpayment File 3501 FR.40b Payroll Adjustment - Underpayment.xls October 2, 2015
3501 FR.41 Gift to Yale - Payroll Deduction PDF icon 3501 FR.41 Gift to Yale - Payroll Deduction.pdf
Office spreadsheet icon 3501 FR.41 Gift to Yale - Payroll Deduction.xls
March 27, 2012
3501 FR.43 Direct Deposit Request Form PDF icon 3501 FR.43 Direct Deposit Request Form.pdf October 12, 2010
3501 FR.44 Request for Salary Advance PDF icon 3501 FR.44 Request for Salary Advance.pdf July 8, 2009
3501 FR.45 Stop Payment Request PDF icon 3501 FR.45 Stop Payment Request.pdf November 9, 2009
3501 FR.46 App A Relocation Reimbursement PDF icon 3501fr_46relocationreimbursement
Office spreadsheet icon 3501fr_46relocationreimbursement
May 13, 2014
3501 FR.46 App B Relocation Reimbursement Worksheet Microsoft Office document icon 3501 FR.46App B Relocation Reimbursement Worksheet.doc March 11, 2012
3501 FR.50 Leave of Absence Application Office spreadsheet icon 3501 FR.50 Leave of Absence Application.xls May 5, 2015
3501 FR.50 App A Certification of Family Members Serious Health Condition PDF icon 3501 FR.50 App A Certification of Family Members Serious Health Condition.pdf June 1, 2015
3501 FR.50 App B Certification of Serious Health Condition PDF icon 3501 FR.50 App B Certification of Serious Health Condition.pdf June 1, 2015
3501 FR.51 Application for Faculty Child Care Grant File 3501 FR.51 Application for Faculty Child Care Grant.xls January 9, 2014
3501 FR.52 Casual Background Check Request PDF icon 3501 FR.52 Casual Background Check Request - Instructions August 15, 2013
3501 FR.53 Postdoc/Postgrad Background Check Request PDF icon 3501 FR.53 Postdoc/Postgrad Background Check Request - Instructions August 15, 2013
3501 FR.54 Self-Employed Background Check Request PDF icon 3501 FR.54 Self-Employed Background Check Request - Instructions August 15, 2013
3501 FR.55 Application for M&P Sabbatical Office spreadsheet icon 3501 FR.55 Application for M&P Sabbatical.xls April 2, 2014
3550 FR.02 Postdoctoral Affairs Reappointment/Change Office spreadsheet icon 3550 FR.02 Postdoctoral Affairs Reappointment/Change.xls June 1, 2009
3550 FR.03 Postdoctoral Affairs Leave Office spreadsheet icon 3550 FR.03 Postdoctoral Affairs Leave.xls May 26, 2009
3550 FR.04 Postdoctoral Appointee Evaluation Microsoft Office document icon 3550 FR.04 Postdoctoral Appointee Evaluation.doc November 5, 2007
3550 FR.05 Postgraduate Application (Central Campus) Microsoft Office document icon 3550 FR.05 Postgraduate Application (Central Campus).doc August 6, 2009
403(b) Deferral at Termination or Retirement form PDF icon 403(b) Deferral at Termination or Retirement form
4209 FR.01 Non-Building Capital Project Request Form and Instructions File Non-Building Capital Project Request Form and Instructions May 30, 2013
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500 FR 1 Financial and Non Financial Interests in Human Research Disclosure: Yale IRB Members and Staff Microsoft Office document icon 500 FR.1 Financial and Non Financial Interests in Human Research Disclosure: Yale IRB Members and Staff August 24, 2012
Adoption Reimbursement Claim Form PDF icon Adoption Reimbursement Claim Form
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Delta Dental Claim Form PDF icon Delta Dental Claim Form
Dental PDF icon 2016 Delta Dental Care Plan - M&P and Faculty
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Department Relocations
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Facilities Work Request Facilities Work Request Link December 18, 2013
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PDF icon Dependent/Child Care Reimbursement Claim Form - FSA
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FLSA Forms and Documents Microsoft Office document icon FLSA Questionnaire
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Lead Administrator Feedback on Change Partner Network File Lead Administrator Feedback on Change Partner Network
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Long-Term Care Monumental Plan
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PDF icon Instructions for completing the M&P Performance Management form
PDF icon Sample M&P Performance Management form
Microsoft Office document icon Self-assessment form
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PDF icon Sample M&P Performance Management goals
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PDF icon Aetna Hired On or After 1-1-2012 (YPBA) - Benefit Plan (*Same Benefit Plan as M&P and Faculty)
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Model COI Form File ModelCOIform.docx
New P. O. Box Request
OSHA PDF icon OSHA
Parking & Transit Request for Services
Parking and Transit Forms Parking August 15, 2013
Parking Application for Faculty & Staff
Parking Lot or Garage Transfer
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Procedure Template Microsoft Office document icon Procedure Template August 17, 2006
Request for Expedited Review of Corporate Clinical Trial Agreements Microsoft Office document icon Request for Expedited Review of Corporate Clinical Trial Agreements
Request for Service (RIS) Yale Printing & Publishing Services Link February 28, 2002
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Special Services Van for Students PDF icon studentrequestformforspecialservicesvantransportation.pdf April 25, 2016
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Statement for Independent Personal Services Performed for Yale University Outside the United States July 1, 2000
Storage Contract
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PDF icon 2015 Matching Retirement Plan Investment Information
PDF icon 2015 YURAP Summary Annual Report (July1, 2014 - June 30, 2015)
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PDF icon 2015 Tax-Deferred 403(b) Savings Plan Annual Notice
PDF icon 2015 Tax-Deferred 403(b) Savings Plan Investment Information
PDF icon Notice of Privacy Practices 9-23-2015
PDF icon 2014 Summary Annual Reports
PDF icon Early Retiree Reinsurance Notice
PDF icon Grandfathered Health Plan Notice
PDF icon FY 2013-2014 Form 5500 for Staff Pension Plan
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PDF icon Medicaid and the Children’s Health Insurance Program (CHIP)
PDF icon Women’s Health and Cancer Rights Act (WHCRA)
PDF icon 10/8/2015 Notice of Creditable Coverage (NOCC) – Non-Medicare Plans
PDF icon 10/8/2015 Notice of Creditable Coverage (NOCC) - Medicare Plans
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PDF icon 2016 Affordable Care Act / Marketplace Notice: Non-Covered Employees
PDF icon 2016 YALE UNIVERSITY MATCHING RETIREMENT PLAN - Plan and Investment Notice
PDF icon 2016 YALE UNIVERSITY TAX-DEFERRED 403(B) SAVINGS PLAN - Plan and Investment Notice
PDF icon 2016 YURAP - Plan and Investment Notice
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PDF icon Aetna Choice: YPBA
PDF icon Aetna Choice Health Savings Plan: Faculty, M&P, PDA
PDF icon Aetna Choice POS II - Base Rx: C&T, S&M
PDF icon Aetna Choice POS II - Base Rx: Security
PDF icon Aetna Choice POS II - Base Rx: YPBA
PDF icon Aetna Choice POS II - Alt Rx: C&T, S&M, Security
PDF icon Aetna Choice POS II - Alt Rx: YPBA
PDF icon Aetna Select Network: C&T, S&M
PDF icon Aetna Select Network: Security
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Suspension of Fee Parking
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Office spreadsheet icon 403(b) Contribution Calculator - XLS
TR&S Request For Service
Training Grant Encumbrance Form Office spreadsheet icon Training Grant Encumbrance Form
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USERRA PDF icon USERRA
Vehicle Disposal Form Vehicle Disposal Web Form September 21, 2013
Vehicle Disposal Form
Vehicle Request Form
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PDF icon 2015 EyeMed Vision - Enhanced plan for all benefits-eligible Faculty and Staff
Workers' Compensation PDF icon Workers' Compensation
Workers’ Compensation - forms PDF icon Workers’ Compensation Health Service Appointment
Workers’ Compensation Act - Notice to Employees PDF icon workers-compensation-act-notice-yale.pdf
Yale Budgeting Tool (YBT) Access Request Form File Yale Budgeting Tool (YBT) Access Request Form
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Yale Medical School Change of Address
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PDF icon School Transfer Form
Yale Transportation Options Rideshare Application
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YHP Claim Form PDF icon Pharmacy Claim Form YHP Claim Form
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