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Title	Documents & Links	Revision Date
1101 FR.01 Financial Review Checklist	Financial Review Checklist - Workday	July 18, 2017
1101 FR.02 Manual Journal Entry Request	1101 FR.02 Manual Journal Entry Request	June 20, 2017
1110 FR.01 Personal Use of University Vehicles - Department Summary Sheet	1110FR.01 Personal Use of University Vehicles - Department Summary Sheet .pdf 1110FR.01 Personal Use of University Vehicles - Department Summary Sheet .xls	November 11, 2015
1110 FR.02 Personal Use of University Vehicles - Questionnaire	1110FR.02 Personal Use of University Vehicles - Questionnaire .pdf 1110FR.02 Personal Use of University Vehicles - Questionnaire .xls	November 11, 2015
1300 FR.01 WD YD Forms	WD YD Forms	May 22, 2017
1300 FR.02 WD Cost Center Forms	WD Cost Center Forms	May 22, 2017
1300 FR.03 WD Program Forms	WD Program Forms	May 22, 2017
1300 FR.04 WD Project Forms	WD Project Forms	May 22, 2017
1300 FR.04 Organization - New/Modification Request	Organization - New/Modification Request [TCN]	October 5, 2012
1300 FR.05 WD Assignee Forms	WD Assignee Forms	May 22, 2017
1301 FR.01 Request to Transfer Residual Balance from Sponsored Awards	1301FR.01 Request to Transfer Residual Balance from Sponsored Awards.pdf	August 11, 2015
1302 FR.07 Expenditure Type Request Form	1302 FR.07 Expenditure Type Request Form.xls [TCN]	July 11, 2013
1302 FR.08 Task Worksheet	1302 FR.08 Task Worksheet.xls [TCN]	April 12, 2012
1302 FR.09 Projects & Tasks - Closing Request	1302 FR.09 Projects & Tasks - Closing Request [TCN]	April 12, 2012
1302 FR.10 Linkage New/Modification Request	1302 FR.10 Linkage New/Modification Request.xls [TCN]	January 20, 2012
1302 FR.11 Project - New Request	1302 FR.11 Project - New Request [TCN]	February 11, 2016
1302 FR.11 A Multiple Project Request	1302 FR.11 A Multiple Project Request	February 23, 2015
1302 FR.12 Projects & Tasks - Modification Request	1302 FR.12 Projects & Tasks - Modification Request.xls [TCN]	July 11, 2013
1302 FR.13 Checklist for PTAO Changes	1302 FR.13 Checklist for PTAO Changes.xls [TCN]	May 16, 2013
1304 FR.01 At-Risk Account Request	1304 FR.01 At-Risk Account Request Instructions 1304 FR.01 At-Risk Account Request Form	January 4, 2017
1304 FR.03 Transmittal Summary (Tran Sum) Form	1304 FR.03 Transmittal Summary Form 1304 FR.03 Transmittal Summary Form - Instructions	June 29, 2017
1304 FR.03 App A Subrecipient Information and Compliance Form	1304 FR.03A Subrecipient Information and Compliance Form	July 27, 2017
1304 FR.03 App B-E Transmittal Summary (Tran Sum) Attachments	1304 FR.03 App B-E Transmittal Summary (Tran Sum) Attachments	December 11, 2012
1304 FR.06 Responsible Personnel Change Form	1304 FR.06 Responsible Personnel Change Form	June 8, 2017
1304 FR.09 Cost Allocation Methodology	1304 FR.09 Cost Allocation Methodology	June 15, 2017
1305 FR.01 Labor Distribution Adjustment Worksheet	1305 FR.01 Labor Distribution Adjustment Worksheet.pdf 1305 FR.01 Labor Distribution Adjustment Worksheet.xls 1305 FR.01 Labor Distribution Adjustment Worksheet - Instructions.pdf	August 14, 2012
1305 FR.02 Labor Schedule Worksheet: Faculty, M&P, C&T	1305 FR.02 Labor Schedule Worksheet: Faculty, M&P, C&T.pdf 1305 FR.02 Labor Schedule Worksheet: Faculty, M&P, C&T.xls 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	1305 FR.03 Labor Schedule Worksheet: S&M, Students, Casuals.pdf 1305 FR.03 Labor Schedule Worksheet: S&M, Students, Casuals.xls	August 14, 2012
1305 FR.04 LD Notification: Work Outside Home Department	1305 FR.04 LD Notification: Work Outside Home Department.pdf 1305 FR.04 LD Notification: Work Outside Home Department.xls	August 14, 2012
1305 FR.05 YConvLaborTrf	1305 FR.05 YConvLaborTrf.pdf 1305 FR.05 YConvLaborTrf.xls 1305 FR.05 YConvLaborTr form Instructions.pdf	August 14, 2012
1305 FR.06 YAssessments	1305 FR.06 YAssessments.pdf 1305 FR.06 YAssessments.xls 1305 FR.06 YAssessments - Instructions.pdf	August 14, 2012
1305 FR.07 YBalShtRevAdj	1305 FR.07 YBalShtRevAdj.pdf 1305 FR.07 YBalShtRevAdj.xls 1305 FR.07 YBalShtRevAdj - Instructions.pdf	August 14, 2012
1305 FR.08 YExpenseAdjust	1305 FR.08 YExpenseAdjust.pdf 1305 FR.08 YExpenseAdjust.xls 1305 FR.08 YExpenseAdjust - Instructions.pdf	August 14, 2012
1305 FR.09 YGCIndNonLabTr	1305 FR.09 YGCIndNonLabTr.pdf 1305 FR.09 YGCIndNonLabTr.xls 1305 FR.09 YGCIndNonLabTr - Instructions.pdf	August 14, 2012
1305 FR.10 YInterDeptTrsf	1305 FR.10 YInterDeptTrsf 1305 FR.10 YInterDeptTrsf 1305 FR.10 YInterDeptTrsf - Instructions	August 14, 2012
1305 FR.12 YNonGCNonLabTr	1305 FR.12 YNonGCNonLabTr.pdf 1305 FR.12 YNonGCNonLabTr.xls 1305 FR.12 YNonGCNonLabTr - Instructions	August 14, 2012
1305 FR.15 Manual Journal - Cost Transfer Justification	1305 FR.15 Manual Journal - Cost Transfer Justification	June 29, 2017
1305 FR.17 GSPS Cost Transfer	1305 FR.17 GSPS Cost Transfer	June 27, 2017
1306 FR.01 Cost Sharing Approval Request	1306 FR.01 Cost Sharing Approval Request.xlsx 1306 FR.01 Cost Sharing Approval Request - Instructions	February 26, 2016
1310 FR.04 PI Status Request Form	1310 FR.04 PI Status Request Instructions 1310 FR.04 PI Status Request Form	May 12, 2017
1310 FR.05 Delegation of Requestor Authority for Sponsored Projects	1310 FR.05 Delegation of Requestor Authority for Sponsored Projects	June 28, 2017
1315 FR.01 Effort Report	1315 FR.01 Effort Report.xls 1315 FR.01 Effort Report - Instructions	April 2, 2014
1315 FR.02 Effort Reporting System Access Request	1315 FR.02 Effort Reporting System Access Request Form - Instructions Effort Reporting System Access Web Form	September 17, 2015
1403 FR.02 Justification to Direct Charge F&A Type Costs to a Federal Award	1403 FR.02 Justification to Direct Charge F&A Type Costs to a Federal Award	June 27, 2017
1410 FR.04 Lockshop Key Request	1410 FR.04 Lockshop Key Request	June 20, 2017
1410 FR.13 Internal Service Providers: Registration	1410 FR.13 Internal Service Providers: Registration 1410 FR.13 Internal Service Providers: Registration - Instructions	May 8, 2012
1410 FR.14 Internal Service Providers: Rate Calculation (Manual)	1410fr_14_isp_ratecalculation_fy18_rates.xls 1410fr_14_isp_rate_calculation_instructions.pdf	May 3, 2017
1410 FR.14A Internal Service Providers: Rate Calculation (Automated)	1410fr_14_isp_rate_calculation_instructions.pdf	May 31, 2014
1411 FR.01 Memorandum of Understanding	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 (IAM)	1601 FR.02 Identity and Access Management (IAM) 1601 FR.02 Identity and Access Management (IAM) - Appendix A: Data Groupings 1601 FR.02 Identity and Access Management (IAM) - Appendix B: Affiliations and Suppression Rules	July 20, 2017
1601 FR.05 Workday Matrix Organization Creation	1601 FR.05 Workday Matrix Organization Creation Request Form	May 15, 2017
1601 FR.06 Workday Supervisory Organization Creation	1601 FR.06 Workday Supervisory Organization Creation Request Form	June 22, 2017
1601 FR.07 Workday Supervisory Organization Change	1601 FR.07 Workday Supervisory Organization Change Request Form	June 22, 2017
1601 FR.08 Workday Reorganization Request	1601 FR.08 Workday Reorganization Request Form	May 15, 2017
200 FR .3 (2014-1) Short Form Consent Template Creole	Short Form Consent Template Creole	May 22, 2017
200 FR. 03 (2014-1)‎ Short Form Consent Template Urdu	Short Form Consent Template Urdu	June 29, 2017
2015 Form 1040A Example A	2015 Form 1040A Ex A
2015 Form 1040A Example B	2015 Form 1040A Ex B.pdf
2015 Form 1040A Example C	2015 Form 1040A Ex C.pdf
2015 Form 1040A Example D	2015 Form 1040A Ex D.pdf
2015 Form 1040A Example E	2015 Form 1040A Ex E.pdf
2015 Form 1040A Example F	2015 Form 1040A Ex F.pdf
2015 Form CT-1040 Example A	2015 Form CT-1040 EX A.pdf
2015 Form CT-1040 Example B	2015 Form CT-1040 Ex B.pdf
2015 Form CT-1040 Example C	2015 Form CT-1040 Ex C.pdf
2015 Form CT-1040 Example D	2015 Form CT-1040 Ex D.pdf
2015 Form CT-1040 Example E	2015 Form CT-1040 Ex E.pdf
2015 Form CT-1040 Example F	2015 Form CT-1040 Ex F.pdf
2016 Form 1040ES Example A	2016 Form 1040ES Ex A.pdf
2016 Form 1040ES Example B	2016 Form 1040ES Ex B.pdf
2016 Form 1040ES Example C	2016 Form 1040ES Ex C.pdf
2016 Form 1040ES Example D	2016 Form 1040ES Ex D.pdf
2016 Form 1040ES Example E	2016 Form 1040ES Ex E.pdf
2016 Form 1040ES Example F	2016 Form 1040ES Ex F.pdf
2016 Form CT-1040ES Example A	2016 Form CT-1040ES Ex A.pdf
2016 Form CT-1040ES Example B	2016_form_ct-1040es_ex_b.pdf
2016 Form CT-1040ES Example C	2016 Form CT-1040ES Ex C.pdf
2016 Form CT-1040ES Example D	2016 Form CT-1040ES Ex D.pdf
2016 Form CT-1040ES Example E	2016 Form CT-1040ES Ex E.pdf
2016 Form CT-1040ES Example F	2016 Form CT-1040ES Ex F.pdf
2200 FR.01 Donee Information Return (IRS Form 8282)	2200 FR.01 Donee Information Return (IRS Form 8282)	April 26, 2017
2200 FR.02 Noncash Charitable Contributions (IRS Form 8283)	2200 FR.02 Noncash Charitable Contributions (IRS Form 8283)	April 26, 2017
2203 FR.03 Request to Reinvest Unspent Endowment Income to Principal	2203 FR.03 Request to Reinvest Unspent Endowment Income to Principal	June 2, 2017
2203 FR.04 Request to Set-Up or Add to a University Fund Functioning as Endowment (UFFE)	2203 FR.04 Request to Set-Up or Add to a University Fund Functioning as Endowment (UFFE)	June 2, 2017
2203 FR.05 Request to Decapitalize an Existing University Fund Functioning as Endowment (UFFE)	2203 FR.05 Request to Decapitalize an Existing University Fund Functioning as Endowment (UFFE)	June 2, 2017
2203 FR.06 Request to Close Spendable Gift	2203 FR.06 Request to Close Spendable Gift	June 2, 2017
2203 FR.07 YSM - Request to Reinvest Unspent Endowment Income to Principal	2203 FR.07 YSM - Request to Reinvest Unspent Endowment Income to Principal	June 2, 2017
2203 FR.08 YSM - Request to Set-Up or Add to a University Fund Functioning as Endowment (UFFE)	2203 FR.08 YSM - Request to Set-Up or Add to a University Fund Functioning as Endowment (UFFE)	June 2, 2017
2203 FR.09 YSM - Request to Decapitalize an Existing University Fund Functioning as Endowment (UFFE)	2203 FR.09 YSM - Request to Decapitalize an Existing University Fund Functioning as Endowment (UFFE)	June 2, 2017
2203 FR.10 Request to Set Up a New Gift	2203 FR.10 Request to Set Up a New Gift	July 2, 2017
2801 FR.02 Money Transfer Form	2801 FR.02 Money Transfer Form	June 22, 2017
2805 FR.01 Cash Sale Worksheet	2805 FR.01 Cash Sale Worksheet	June 22, 2017
2810 FR.02 Sales Tax Report	2810fr.02_sales_tax_report.pdf	August 8, 2017
2815 FR.01 Petty Cash Voucher	2815 FR.01 Petty Cash Voucher [TCN]	June 22, 2017
2815 FR.02 Petty Cash Quick Voucher	2815 FR.02 Petty Cash Quick Voucher [TCN]	June 22, 2017
2815 FR.03 Petty Cash Fund Request	2815 FR.03 Petty Cash Fund Request 2815 FR.03 Petty Cash Fund Request - Instructions	June 22, 2017
2815 FR.04 Petty Cash Replenishment	2815 FR.04 Petty Cash Replenishment Form 2815 FR.04 Petty Cash Replenishment Form - Instructions [TCN]	June 22, 2017
2815 FR.05 Mileage Record	2815 FR.05 Mileage Record.pdf 2815 FR.05 Mileage Record.xls	November 1, 2011
3201 FR.01 Request for Proposal (RFP)	3201 FR.01 Request for Proposal (RFP)	July 1, 2017
3201 FR.02 Request for Quotations (RFQ)	3201 FR.02 Request for Quotations (RFQ)	July 1, 2017
3201 FR.03 Request for Information (RFI)	3201 FR.03 Request for Information (RFI)	July 1, 2017
3205 FR.03 Explanation for Sole Source Supplier	3205 FR.03 Explanation for Sole Source Supplier Form	July 1, 2017
3205 FR.04 (IRS Form W-7) Application for IRS Individual Taxpayer Identification Number	3205 FR.04 (IRS Form W-7) Application for IRS Individual Taxpayer Identification Number	May 31, 2017
3205 FR.05 (IRS Form W-8BEN) Certificate of Foreign Status of Beneficial Owner for United States Tax Witholding and Reporting (Individuals)	3205 FR.05 (IRS Form W-8BEN) Certificate of Foreign Status of Beneficial Owner for United States Tax Witholding (Individual)	May 31, 2017
3205 FR.05A (IRS Form W-8BEN-E) Certificate of Status of Beneficial Owner for United States Tax Withholding and Reporting (Entities)	3205 FR.05A (IRS Form W-8BEN-E) Certificate of Status of Beneficial Owner for United States Tax Witholding (Entities)	May 31, 2017
3205 FR.06 (IRS Form W-9) Request for Taxpayer Identification Number and Certification	3205 FR.06 (IRS Form W-9) Request for Taxpayer Identification Number and Certification	May 31, 2017
3205 FR.07 (SSA Form SS-5) Application for a Social Security Card	3205 FR.07 (SSA Form SS-5) Application for a Social Security Card	May 31, 2017
3205 FR.08 ACH-EFT Supplier Enrollment Form	3205 FR.08 ACH-EFT Supplier Enrollment Form	July 1, 2017
3205 FR.09 Supplier Change Request	3205 FR.09 Supplier Change Request	July 1, 2017
3210 FR.01 Standard Professional Service and Consulting Agreement	3210 FR.01 Standard Professional Service and Consulting Agreement	July 1, 2017
3210 FR.02 Guest Speaker Agreement	3210 FR.02 Guest Speaker Agreement	July 1, 2017
3210 FR.03 Professional Services and Consulting Certification Form	3210 FR.03 Professional Services and Consulting Certification Form	July 1, 2017
3210 FR.04 Standard Performance Agreement	3210 FR.04 Standard Performance Agreement	July 1, 2017
3210 FR.05 Professional Services and Consulting Agreement (PSCA): Exhibit A - Scope of Work (Services, Milestones, and Deliverables)	3210 FR.05 PSCA Exhibit A - Scope of Work	July 1, 2017
3215 FR.03 Purchasing Card Application for Reactivation of Individual Card	3215 FR.03 Purchasing Card Application for Reactivation of Individual Card	July 1, 2017
3215 FR.06 Purchasing Card Request Form	3215 FR.06 Purchasing Card Request Form	July 13, 2017
3215 FR.07 Request to Delegate Authority to Prepare Expense Reports and Spend Authorizations	3215 FR.07 Request to Delegate Authority to Prepare Expense Reports and Spend Authorizations	July 13, 2017
3215 FR.09 120-366 Day Taxable Expense Reimbursement	3215 FR.09 120-366 Day Taxable Expense Reimbursement	June 22, 2017
3215 FR.10 Individual & Department PCard Exceptions	3215 FR.10 Individual and Department PCard Exceptions	July 13, 2017
3220 FR.01 Restricted Items Approval Request	3220 FR.01 Restricted Items Approval Request	June 20, 2017
3220 FR.02 Application for Controlled Substance Laboratory License - State of CT	3220 FR.02 Application for Controlled Substance Laboratory License - State of CT	June 20, 2017
3220 FR.04 COA Approval for State DCD Controlled Substance License	3220 FR.04 COA Approval for State DCD Controlled Substance License	June 20, 2017
3301 FR.02 Travel or Expense Advance	3301fr02travelexpenseadvanceofac.xls 3301fr.02travelexpenseadvanceinstructofac.doc [TCN]	September 25, 2015
3301 FR.04 Request for Travel Grant	3301 FR.04 Request for Travel Grant.pdf 3301 FR.04 Request for Travel Grant.xlsx	March 3, 2016
3301 FR.05 Missing Receipts Form	3301 FR.05 Missing Receipts Form	July 1, 2017
3301 FR.06 Documentation for Travel on a Non-U.S. Air Carrier	3301 FR.06 Documentation for Travel on a Non-U.S. Air Carrier	July 13, 2017
3401 FR.01 Wire Payment Setup Form	3401 FR.01 Wire Payment Setup	July 1, 2017
3401 FR.06 Invoice Cover Sheet for International Activities	3401 FR.06 Invoice Cover Sheet for International Activities	July 1, 2017
3410 FR.01 (Form CT-588) Athlete or Entertainer Request for Reduced Withholding	3410 FR.01 (Form CT-588) Athlete or Entertainer Request for Reduced Withholding	August 7, 2017
3410 FR.02 (Form CT-590) Athlete or Entertainer Request for Waiver of Withholding	3410 FR.02 (Form CT-590) Athlete or Entertainer Request for Waiver of Withholding	August 7, 2017
3415 FR.01 International Information Form (IIF)	3415 FR.01 International Information Form (IIF).pdf 3415 FR.01 International Information Form (IIF) - Instructions	October 26, 2009
3415 FR.02 (IRS Form 8233) Exemption From Withholding on Compensation for Independent (and Certain Dependent) Personal Services of a Nonresident Alien Individual	3415 FR.02 (IRS Form 8233) Exemption From Withholding on Compensation for Independent (and Certain Dependent) Personal Services	August 4, 2017
3415 FR.03 Office of International Students and Scholars Notification Form	3415 FR.03 Office of International Students and Scholars Notification Form.pdf	August 15, 2013
3415 FR.04 T-100	3415 FR.04 T-100.pdf	July 1, 2000
3501 FR.01 Payroll Costing Allocation Form	3501 FR.01 Payroll Costing Allocation Form	June 20, 2017
3501 FR.02 CT/MP Paid Time Off Adjustment Form	3501 FR.02 CT/MP Paid Time Off Adjustment Form 3501 FR.02 CT/MP Paid Time Off Adjustment Form - Instructions	March 27, 2012
3501 FR.03 Payroll Accounting Adjustment Form	3501 FR.03 Payroll Accounting Adjustment Form	June 20, 2017
3501 FR.05 Temporary Employee Payment Request	3501 FR.05 Temporary Employee Payment Request	June 27, 2017
3501 FR.08 Faculty Summer Compensation Form - July and August 2017	3501fr.08_summer_comp_for_july-august_2017_.xlsx	June 18, 2017
3501 FR.08 App E Faculty Summer Compensation Form - JUNE 2017	3501fr_08e_fac-summer-comp_june_2017.xlsx	April 26, 2017
3501 FR.08 H Provostial Pre-Approval for Faculty Extra Compensation	3501fr08_h_faculty_extra_comp_jun-17.xlsx	February 24, 2016
3501 FR.10 Faculty Request for Moving Allowance	3501 FR.10 Faculty Request for Moving Allowance.pdf 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	3501 FR.13 Application for Appointment as Visiting Fellow or Laboratory Associate.pdf 3501 FR.13 Application for Appointment as Visiting Fellow or Laboratory Associate.doc 3501 FR.13 Application for Appointment as Visiting Fellow or Laboratory Associate - Instructions	July 13, 2010
3501 FR.17 Position Review -- Medical School only	3501 FR.17 Position Review -- Medical School only.pdf 3501 FR.17 Position Review -- Medical School only.xls	August 27, 2004
3501 FR.18 Promotion and Transfer Check-List	3501 FR.18 Promotion and Transfer Check-List.pdf 3501 FR.18 Promotion and Transfer Check-List.doc	March 16, 2010
3501 FR.23 Faculty Search Questionnaire	Faculty Search Questionnaire	November 4, 2013
3501 FR.29 I-9 Employment Eligibility Verification	I-9 Employment Eligibility Verification	June 19, 2017
3501 FR.31 Termination and Transfer Checklist	3501 FR.31 Termination and Transfer Checklist.pdf	May 29, 2013
3501 FR.32 W-4 Employee Withholding Allowance Certificate - Federal	3501 FR.32 W-4 Employee Withholding Allowance Certificate - Federal.pdf	October 5, 2015
3501 FR.33 W-4 Employee Withholding Allowance Certificate CT	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	3501 FR.35 Affirmative Action Search Questionnaire for M&P Staff Positions.pdf 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	3501 FR.36 Affirmative Action Search Plan for M&P Staff Positions.pdf 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	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	3501 FR.40A Overpayment Recovery Form	June 28, 2017
3501 FR.40B Payroll Adjustment - Underpayment	3501 FR.40B Payroll Payment Adjustment Form	July 12, 2017
3501 FR.41 Gift to Yale - Payroll Deduction	3501 FR.41 Gift to Yale - Payroll Deduction.pdf 3501 FR.41 Gift to Yale - Payroll Deduction.xls	March 27, 2012
3501 FR.43 Direct Deposit Request Form	3501 FR.43 Direct Deposit Request Form.pdf	October 12, 2010
3501 FR.44 Vacation or Salary Advance Request Form	3501 FR.44 Vacation or Salary Advance Request Form	June 28, 2017
3501 FR.45 Stop Payment Request	3501 FR.45 Stop Payment Request.pdf	November 9, 2009
3501 FR.46 App A Relocation Reimbursement	3501fr_46relocationreimbursement	May 13, 2014
3501 FR.46 App B Relocation Reimbursement Worksheet	3501 FR.46App B Relocation Reimbursement Worksheet.doc	March 11, 2012
3501 FR.50 Leave of Absence Application	3501_fr.50_application_for_a_leave_of_absence_form_.pdf	July 18, 2017
3501 FR.50 App A Certification of Family Members Serious Health Condition	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	3501 FR.50 App B Certification of Serious Health Condition.pdf	June 1, 2015
3501 FR.51 Application for Faculty Child Care Grant	3501fr_51_faculty_dependent_child_care.xlsx	September 27, 2016
3501 FR.52 Casual Background Check Request	3501 FR.52 Casual Background Check Request - Instructions	August 15, 2013
3501 FR.53 Postdoc/Postgrad Background Check Request	3501 FR.53 Postdoc/Postgrad Background Check Request - Instructions	August 15, 2013
3501 FR.54 Self-Employed Background Check Request	3501 FR.54 Self-Employed Background Check Request - Instructions	August 15, 2013
3501 FR.55 Application for M&P Sabbatical	3501 FR.55 Application for M&P Sabbatical.xls	April 2, 2014
3503 FR.24 Professional Student Payment Setup and Job Change Form	3503 FR.24 Professional Student Payment Setup and Job Change Form	August 7, 2017
3503 FR.25 Professional School Student Payment Form	3503 FR.25 Professional School Student Payment Form	August 17, 2017
3503 FR.56 Onboarding a New Employee Checklist	3503 FR.56 Onboarding a New Employee Checklist	February 22, 2017
403(b) Deferral at Termination or Retirement form	403b-deferral-at-termination-or-retirement_2016.pdf
4209 FR.04 Request for Capitalization of MEI Composite Assets and Accessories	4209 FR.04 Request for Capitalization of MEI Composite Assets and Accessories	May 18, 2017
4209 FR.05 Capital Equipment Transfer Release Form	4209 FR.05 Capital Equipment Transfer Release Form	June 1, 2017
500 FR 1 Financial and Non Financial Interests in Human Research Disclosure: Yale IRB Members and Staff	500 FR.1 Financial and Non Financial Interests in Human Research Disclosure: Yale IRB Members and Staff	August 24, 2012
Adoption Reimbursement Claim Form	Adoption Reimbursement Claim Form
Aetna Medical Claim - form	Aetna Medical Claim - form
Aetna Plan Amendments	Aetna Amendment: High-Deductible w/Health Savings Account (M&P and Faculty) Aetna Amendment: HSA Routine Physical (M&P and Faculty) Aetna Amendment: Routine Physicals (C&T and S&M) / (YPBA) Aetna Amendment: Prescription Plan (C&T and S&M) Aetna Amendment: Prescription Supply (C&T and S&M)
Aetna Prescription Home Delivery Order Form	Aetna Prescription Home Delivery Order Form
Affirmative Action	Affirmative Action (DOC)
ALICE Request Form	ALICE Request Form	July 8, 2013
Application For Permission To Have Custom Antibodies Manufactured	Application For Permission To Have Custom Antibodies Manufactured	December 1, 2010
Application to Park for Employees w/Disabilities	parking_privileges_form_updated_03_27_11.pdf	April 25, 2016
Authorization for Relocation Allowance
Benefits Revision Request form	benefits_revision-request.pdf
C&T Performance Feedback Resources	C&T Performance Feedback form Instructions for completing the C&T Performance Feedback form Sample C&T Performance Feedback form Tips for setting SMART goals Performance Management guide
Cancellation of Fee Parking
Carryover Report FY16 - Supervisor version	carryoverreport-supervisor.xls
Certification of Family Member’s Serious Health Condition form	3501_fr.50a_-_certification_of_family_members_serious_health_condition.pdf
Certification of Serious Health Condition form	Certification of Serious Health Condition form
Child Assent Form	Child Assent Form	February 15, 2017
Child Scholarship	plandoc_plan_document_child_scholarship_7-20-16.pdf
Clerical and Technical Job Audit Forms	Job Audit Timeline Job Audit Form for Grade B, C & D Upgrades Job Audit Form for a Grade E Upgrade
College Savings 529 - forms	College Savings 529 (CHET) Payroll Authorization College Savings 529 (CHET) Application
Computing Request Forms	Yale Information Technology Services Computing Request Forms Link	September 29, 2003
Conflict of Interest Travel Form	Conflict of Interest Travel Form
Courier Service Request
CT Administrative Regulations	CT Administrative Regulations
CT Paid Sick Leave Act	CT Paid Sick Leave Act
CT Paid Sick Leave Act (Spanish)	CT Paid Sick Leave Act (Spanish)
Delta Dental Claim Form	Delta Dental Claim Form
Dental	2016 Delta Dental Care Plan - M&P and Faculty 2016 Delta Dental Care Plan - C&T, S&M, YPBA and Security 2015 CIGNA Dental Care Plan
Department Relocations
Discrimination is Illegal	Discrimination is Illegal
Draft Summary Revision Template	Draft Summary Revision Template	September 7, 2005
Electronic Monitoring	Electronic Monitoring
Employee Polygraph Protection Act	Employee Polygraph Protection Act
Employee Rights under the NLRA	Employee Rights under the NLRA
EMS International Travel Form	EMS International Travel Form
Enrollment/Change form	enrollment-change-form.pdf
Equal Employment Opportunity	Equal Employment Opportunity
External Revenue Form	External Revenue Form
EyeMed Vision Claim Form	EyeMed Vision Claim Form
Facilities Work Request	Facilities Work Request Link	December 18, 2013
Family Medical Leave Act (FMLA)	Family Medical Leave Act (FMLA)
Federal Minimum Wage Law	Federal Minimum Wage Law
Flexible Spending Account (FSA) - forms	Medical/Dental Reimbursement Claim Form - FSA Statement of Medical Necessity (SOMN) - FSA Dependent/Child Care Reimbursement Claim Form - FSA Tuition Assistance (Employee) - FSA
Flexible Spending Accounts (FSA) - Reimbursement Plan	Healthcare/Dental Reimbursement Plan Dependent Care Reimbursement Plan
Flexible Work Arrangement (FWA) Manager Log	fwa_manager_log.xlsx
FLSA Forms and Documents	FLSA Questionnaire
FMLA Revised Regulations	FMLA Revised Regulations
Form I-20 Sample	I-20 Sample
Form SSA-7028 - Sample (Notice to third party of SSN assignments)	Form SSA-7028 Sample.pdf
Form T-100	Form_T-100.pdf
Form T-200	Form-T-200.pdf
Form T-400, CERTIFICATE OF LOCATION OF PROFESSIONAL SERVICES	Form T-400 CERTIFICATE OF LOCATION OF PROFESSIONAL SERVICES	October 1, 2016
Form Template	Form Template	September 5, 2007
Free Parking Passes for Transit
Genetic Information Nondiscrimination Act of 2008	Genetic Information Nondiscrimination Act of 2008
Group Accident Insurance	Colonial Group Accident Certificate
Guide Template	Guide Template	October 17, 2006
Human Participants	Human Research Forms & Templates	September 12, 2013
Individual Development Planning - Forms and Tools	IDP Form IDP Form - SAMPLE Conversation Tool Self–Assessment Worksheets
IRS Form 8300	f8300.pdf Form 8300 Sample
Lead Administrator Feedback on Change Partner Network	Lead Administrator Feedback on Change Partner Network
Life Insurance - forms	Active and Retired C&T, S&M and Active Security Staff (local 502) Active and Retired Police Officers Active Faculty Active & Retired M&P Active Postdoctoral Associates
Life Insurance - forms	Absolute Assignment FORM
Local 35 Training Form	local-35-training-form.doc
Long Term Disability (LTD) Telephone Filing Instructions	Long Term Disability (STD) Telephone Filing Instructions
Long-Term Care	Monumental Plan
Long-Term Disability - Standard - Forms	Post Doctoral Associates and Faculty Members no YURAP Faculty, M&P Certificate Medical School Faculty Certificate Non-exempt Members Not Represented by YPBA Certificate M&P who does not participate in YURAP and Police Officers represented by YPBA Certificate
M&P Job Evaluation Questionnaire	M&P Job Evaluation Questionnaire
M&P Performance Feedback Resources	M&P Performance Management form Instructions for completing the M&P Performance Management form Sample M&P Performance Management form Self-assessment form Tips for setting SMART goals Sample M&P Performance Management goals Guidelines for getting ready for mid-year performance feedback discussions Performance Management Guide
Managed Care	Managed Care
Manager Checklist for new employees	managerchecklist-for-newemployees.pdf
Medical - Aetna Plan Members (C&T and S&M) - forms	Aetna Select (C&T and S&M) - Benefit Plan Aetna Alternate Prescription (C&T and S&M) - Benefit Plan Yale University Physician Results Form - Benefit Plan 877076_aetna_select_sob_technical_outside_ct_plan_en_2016_updated_3_1.pdf 877076_aetna_select_sob_technical_plan_el_2016_updated_3_13a-12a.pdf 877076_aetna_choice_pos_ii_sob_alternate_rx_plan_eb_2016_updated_15a.pdf 877076_aetna_choice_pos_ii_sob_base_rx_plan_ea_2016_updated_14a-2a.pdf
Medical - Aetna Plan Members (Faculty and M&P) - forms	Aetna Smart Care w/ optional Health Savings Account (Faculty and M&P) - Benefit Plan Aetna Choice (Faculty and M&P) - Benefit Plan Legacy Aetna Choice (Faculty and M&P) - Benefit Plan Schedule of Benefits - Aetna Choice POS II Medical Plan - Faculty and Managerial Employees Schedule of Benefits - Aetna Choice POS II Medical Plan - (Legacy) Faculty, Managerial & Professional, Post-Doct Schedule of Benefits - Aetna Choice POS II Medical Plan - High Deductible Health Plan - Faculty, Managerial & Professional Emplo Schedule of Benefits - Aetna Choice POS II Medical Plan - Yale Police Benevolent Association (with less than 3 years of service)
Medical - Aetna Plan Members (Security) - forms	877076_aetna_choice_pos_ii_sob_security_base_rx_plan_ef_2016_updated_2_16a-11a.pdf 877076_aetna_select_sob_security_outside_ct_plan_eo_2016_updated_3_13.pdf 877076_aetna_select_sob_security_plan_em_2016_updated_3_13b-12brev.pdf
Medical - Aetna Plan Members (Yale Police Benevolent Association)	Aetna Base Prescription (YPBA) - Benefit Plan Aetna Alternate Prescription (YPBA) - Schedule of Benefits Aetna Alternate Prescription (YPBA) - Benefit Plan Aetna Hired On or After 1-1-2012 (YPBA) - Benefit Plan (*Same Benefit Plan as M&P and Faculty) 877076_choice_pos_ii_ypba_sob_plan_g_2016-09arev3.pdf
Medical - YHP Members - forms	Yale Health Plan Members Handbook
Military FMLA Leave Amendment	Military FMLA Leave Amendment
Model COI (Conflict of Interest) Disclosure Form	Model COI (Conflict of Interest) Disclosure Form	January 28, 2013
Model COI Form	ModelCOIform.docx
New P. O. Box Request
OSHA	OSHA
Parking & Transit Request for Services
Parking and Transit Forms	Parking	August 15, 2013
Parking Application for Faculty & Staff
Parking Lot or Garage Transfer
Performance management Process - FORM	mp-performance-management-form.docx
Policy Template	Policy Template	August 17, 2006
Post-Award Partnership Agreement	Post-Award Partnership Agreement	March 1, 2016
Postdoctoral Fellow Health Care Subsidy Form	healthcare-subsidy-form_final_updated_09072016.pdf
Procedure Template	Procedure Template	August 17, 2006
Request for Expedited Review of Corporate Clinical Trial Agreements	Request for Expedited Review of Corporate Clinical Trial Agreements
Request for Service (RIS)	Yale Printing & Publishing Services Link	February 28, 2002
Research Performance Progress Report (RPPR) Checklist	Research Performance Progress Report (RPPR) Checklist
Research Performance Progress Report (RPPR) Checklist - NIH SNAP	Research Performance Progress Report (RPPR) Checklist - NIH SNAP
Retirement Resources Forms	Financial and Benefits Planning for Retirement	April 21, 2017
Sexual Harrassment	Sexual Harrassment
Short Term Disability (STD) Telephone Filing Instructions	Short Term Disability (STD) Telephone Filing Instructions
Short-Term Disability - Forms	Short Term Disability (STD) Telephone Filing Instructions SHORT TERM DISABILITY INCOME BENEFIT PLAN
Special Permission to Serve as PI	Special Permission to Serve as PI	February 15, 2017
Special Services Van for Employees	special_service_van_form_updated_03_27_12.pdf	April 25, 2016
Special Services Van for Students	studentrequestformforspecialservicesvantransportation.pdf	April 25, 2016
Standard Life Insurance - Death Claim Form	Standard Life Insurance - Death Claim Form
Statement for Independent Personal Services Performed for Yale University Outside the United States		July 1, 2000
Storage Contract
Subaward Reconciliation Form	Subaward Reconciliation Form
Summary Annual Reports & Required Disclosures - forms	2016 YURAP Annual Notice 2015-2016 YURAP Summary Annual report 2016 Matching Retirement Plan Annual Notice 2016.sep_-_yale_university_matching_retirement_plan_-_plan_and_investment_notice.pdf 2016.sep_-_yale_university_retirement_account_plan_yurap_-_plan_and_investment_notice.pdf 2016 Sept - Tax-Deferred 403(b) Savings Plan Annual Notice Notice of Privacy Practices 9-23-2015 2014 Summary Annual Reports Early Retiree Reinsurance Notice Grandfathered Health Plan Notice FY 2015-2016 Form 5500 for Staff Pension Plan Women’s Health Rights Under the Newborns’ and Mothers’ Health Protection Act of 1996 (NMHPA) Medicaid and the Children’s Health Insurance Program (CHIP) Women’s Health and Cancer Rights Act (WHCRA) 10/10/2016 Notice of Creditable Coverage (NOCC) – Non-Medicare Plans 2016 Affordable Care Act / Marketplace Notice: Covered Employees 2016 Affordable Care Act / Marketplace Notice: Non-Covered Employees 2016-Sep-Tax-Deferred 403(b) Savings Plan – Plan and Investment Notice 2015-2016 Tax-Deferred 403(b) Savings Plan 2015-2016 Matching Retirement Plan Summary Annual Report
Summary of Benefits and Coverage (SBC) Information Notices - forms	Yale Health Plan: Faculty, M&P, PDA, PDF - (Coverage Period: 1/1/2017 — 12/31/2017) Yale Health Plan: C&T, S&M - (Coverage Period: 1/1/2017 — 12/31/2017) Yale Health Plan: YPBA - (Coverage Period: 1/1/2017 — 12/31/2017) Aetna Select - C&T, S&M Suffix 20 - (Coverage Period: 01/01/2017 - 12/31/2017) Aetna Select - Security Suffix 21 - (Coverage Period: 01/01/2017 - 12/31/2017) Aetna Choice POS II - Base Rx: YPBA - (Coverage Period: 01/01/2017 - 12/31/2017) Aetna Choice POS II - Alt Rx: YPBA - (Coverage Period: 01/01/2017 - 12/31/2017) Aetna Choice POS II - C&T, S&M Legacy : Suffix 14 - (Coverage Period: 01/01/2017 - 12/31/2017) Aetna Choice POS II - C&T, S&M Suffix 14 - (Coverage Period: 01/01/2017 - 12/31/2017) Aetna Choice POS II - M&P Legacy Suffix 12 - (Coverage Period: 01/01/2017 - 12/31/2017) Aetna Choice POS II - M&P Suffix 12 - (Coverage Period: 01/01/2017 - 12/31/2017) Aetna Choice POS II - Security w/RX suffix 19 - (Coverage Period: 01/01/2017 - 12/31/2017) Aetna Choice POS II - SmartCare Plan : (H.S.A.) Suffix 13 - (Coverage Period: 01/01/2017 - 12/31/2017)
Suspension of Fee Parking
TR&S Request For Service
Training Grant Encumbrance Form	Training Grant Encumbrance Form
Tuition Reduction Application	Tuition Reduction Application
USERRA	USERRA
Vehicle Disposal Form	Vehicle Disposal Web Form	September 21, 2013
Vehicle Disposal Form
Vehicle Request Form
Vision	EyeMed Vision - Basic plan for all benefits-eligible Faculty and Staff EyeMed Vision - Enhanced plan for all benefits-eligible Faculty and Staff
Workers’ Compensation - forms	Workers’ Compensation Health Service Appointment
Workers’ Compensation Act - Notice to Employees	workers-compensation-act-notice-yale.pdf
Yale Budgeting Tool (YBT) Access Request Form	Yale Budgeting Tool (YBT) Access Request Form
Yale Medical School Change of Address
Yale Sons and Daughters Scholarship (Child Scholarship)	Child Scholarship Application
Yale Supplier Portal Disclaimer	Yale Supplier Portal Disclaimer Form	July 18, 2017
Yale Transportation Options Rideshare Application
Yale University Scholar Awards Program - FACE PAGE	face-page-2017.pdf	February 23, 2017
YHP Claim Form	Pharmacy Claim Form YHP Claim Form
YSS Out of Pocket form	YSS Out of Pocket form