1000 FR.01 Policy Proposal |
1000 FR.01 Policy Proposal
|
January 12, 2018 |
1001 FR.01 Request for Pre-Approval for Faculty Extra Compensation |
1001 FR.01 Request for Pre-Approval for Faculty Extra Compensation
|
November 6, 2023 |
1101 FR.01 Financial Review Checklist |
1101 FR.01 Financial Review Checklist
|
October 23, 2024 |
1101 FR.02 Manual Journal Entry Request |
1101 FR.02 Manual Journal Entry Request
|
June 20, 2017 |
1101 FR.03 Non-Sponsored Accounting Correction and Adjustment Documentation Matrix |
1101 FR.03 Non-Sponsored Accounting Correction and Adjustment Documentation Matrix
|
September 25, 2024 |
1101 FR.04 Non-Sponsored Change Reason and Code Usage |
1101 FR.04 Non-Sponsored Change Reason and Code Usage
|
September 25, 2024 |
1103 FR.01 University Budgeting: Year-End General Appropriations ("GA") Surplus or Deficit Request |
1103 FR.01 University Budgeting: Year-End General Appropriations ("GA") Surplus or Deficit Request
|
April 26, 2024 |
1103 FR.02 University Budgeting: Out-of-Budget Request |
1103 FR.02 University Budgeting: Out-of-Budget Request
|
June 28, 2023 |
1107 FR.01 Reporting Template for Foreign Gifts and Contracts |
1107 FR.01 Reporting Template for Foreign Gifts and Contracts
|
October 27, 2020 |
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 |
1110 FR.03 Mileage Record |
1110 FR.03 Mileage Record
|
January 15, 2021 |
1300 FR.01 COA - Yale Designated Forms |
1300 FR.01 COA - Yale Designated Forms |
May 22, 2017 |
1300 FR.02 COA - Cost Center Forms |
1300 FR.02 COA - Cost Center Forms |
May 22, 2017 |
1300 FR.03 COA - Program Forms |
1300 FR.03 COA - Program Forms |
May 22, 2017 |
1300 FR.04 COA - Project Forms |
1300 FR.04 COA - Project Forms |
May 22, 2017 |
1300 FR.05 COA - Assignee Forms |
1300 FR.05 COA - Assignee Forms |
May 22, 2017 |
1301 FR.01 Request to Transfer Residual Balance from Sponsored Awards |
1301 FR.01 Request to Transfer Residual Balance from Sponsored Awards
|
September 25, 2023 |
1304 FR.01 Pre-Award Costs and At-Risk Account Request Form |
1304 FR.01 Pre-Award Costs and At-Risk Account Request Form 1304 FR.01 Pre-Award Costs and At-Risk Account Request Form - Instructions
|
March 10, 2021 |
1304 FR.03 Transmittal Summary (Tran Sum) Form |
1304 FR.03 Transmittal Summary (Tran Sum) Form
|
February 23, 2022 |
1304 FR.03A Subrecipient Information and Compliance Form |
1304 FR.03A Subrecipient Information and Compliance Form
|
August 19, 2024 |
1304 FR.03C National Research Service Award ("NRSA") Assurance of Compliance |
1304 FR.03C National Research Service Award ("NRSA") Assurance of Compliance
|
February 28, 2020 |
1304 FR.04 Award Budget Setup ("ABS") Form |
1304 FR.04 Award Budget Setup ("ABS") Form 1304 FR.04 Award Budget Setup ("ABS") Form - Upload Instructions
|
May 16, 2022 |
1304 FR.06 Responsible Personnel Change Form |
1304 FR.06 Responsible Personnel Change Form
|
October 19, 2021 |
1304 FR.09 Cost Allocation Methodology |
1304 FR.09 Cost Allocation Methodology 1304 FR.09 Cost Allocation Methodology - Instructions
|
January 14, 2021 |
1305 FR.01 Late Cost Transfer Calculator |
1305 FR.01 Late Cost Transfer Calculator
|
January 24, 2024 |
1305 FR.02 Manual Journal - Cost Transfer Justification |
1305 FR.02 Manual Journal - Cost Transfer Justification
|
January 24, 2024 |
1305 FR.03 Cost Transfer Documentation Matrix |
1305 FR.03 Cost Transfer Documentation Matrix
|
January 24, 2024 |
1305 FR.04 Cost Transfer Change Reason and Code Usage |
1305 FR.04 Cost Transfer Change Reason and Code Usage
|
January 24, 2024 |
1306 FR.01 Cost Sharing Approval Request |
1306 FR.01 Cost Sharing Approval Request 1306 FR.01 Cost Sharing Approval Request - Instructions
|
October 25, 2021 |
1306 FR.02 Facilities and Administrative ("F&A") Rate Reduction/Waiver Request |
1306 FR.02 Facilities and Administrative ("F&A") Rate Reduction/Waiver Request
|
September 29, 2023 |
1307 FR.01 Request for Subrecipient Prepayment |
1307 FR.01 Request for Subrecipient Prepayment
|
May 4, 2018 |
1310 FR.04 Principal Investigator ("PI") Status Request Form |
1310 FR.04 Principal Investigator ("PI") Status Request Form 1310 FR.04 Principal Investigator ("PI") Status Request Form - Instructions
|
July 29, 2024 |
1310 FR.05 Delegation of Requestor Authority for Sponsored Projects |
1310 FR.05 Delegation of Requestor Authority for Sponsored Projects
|
February 27, 2019 |
1310 FR.06 Delegation of Approval Authority for Sponsored Projects |
1310 FR.06 Delegation of Approval Authority for Sponsored Projects
|
May 4, 2018 |
1315 FR.01 Effort Report |
1315 FR.01A Effort Report - Short Form (8 Grants or Fewer) 1315 FR.01B Effort Report - Long Form (9 Grants or More) 1315 FR.01 Effort Report - Manual Form Instructions
|
September 5, 2024 |
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
|
October 15, 2019 |
1410 FR.01 University Service Providers: Registration Form |
1410 FR.01 University Service Providers: Registration Form
|
June 8, 2020 |
1410 FR.02 University Service Providers: Rate Calculation Worksheet |
1410 FR.02 University Service Providers: Rate Calculation Worksheet *FY25* 1410 FR.02 University Service Providers: Rate Calculation Worksheet *FY24* 1410 FR.02A Lead Administrator Certification Page
|
April 25, 2024 |
1410 FR.03 University Service Providers: Accounting and Journal Source Control Information Form |
1410 FR.03 University Service Providers: Accounting and Journal Source Control Information Form
|
February 9, 2023 |
1410 FR.04 Lockshop Key Request |
1410 FR.04 Lockshop Key Request
|
October 3, 2023 |
1411 FR.01 Yale University/West Haven Veterans Administration Medical Center (“VA”) Joint Appointment Memorandum of Understanding |
1411 FR.01 Yale University/West Haven Veterans Administration Medical Center (VA) Joint Appointment Memorandum of Understanding
|
September 15, 2021 |
1430 FR.01 Shipping Policy Exception Request Form |
1430 FR.01 Shipping Policy Exception Request Form
|
January 14, 2020 |
1601 FR.01 VPN Access Exception Request |
VPN Access Exception Request Link |
July 27, 2018 |
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
|
September 4, 2020 |
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 3, 2024 |
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 |
1800 FR.01 Yale Central Space Request |
1800 FR.01 Yale Central Space Request
|
April 30, 2024 |
1800 FR.02 Yale Medicine Clinical Space Request |
Yale Medicine Clinical Space Request
|
November 2, 2021 |
1800 FR.03 Yale School of Medicine Research/Administrative Space Request |
1800 FR.03 Yale School of Medicine Research/Administrative Space Request 1800 FR.03A Supplement A: Yale School of Medicine Research/Administrative Space Request
|
September 27, 2021 |
1800 FR.04 Yale Residential Rental Request |
1800 FR.04 Yale Residential Rental Request
|
April 30, 2024 |
1800 FR.05 Yale Residential Lease Form |
Yale Residential Lease Form
|
April 30, 2024 |
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
|
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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
|
|
2100 FR.01 External Sales Approval Request - Short Form |
2100 FR.01 External Sales Approval Request - Short Form
|
January 9, 2019 |
2100 FR.02 External Sales Approval Request - Standard Form |
2100 FR.02 External Sales Approval Request - Standard Form
|
December 14, 2023 |
2100 FR.03 External Sales Annual Reapproval Form |
2100 FR.03 External Sales Annual Reapproval Form
|
January 9, 2019 |
2100 FR.04 External Sales Compliance Checklist |
2100 FR.04 External Sales Compliance Checklist
|
January 9, 2019 |
2100 FR.05 External Sales Fair Market Value ("FMV") Analysis Template |
2100 FR.05 External Sales Fair Market Value ("FMV") Analysis Template
|
October 6, 2022 |
2203 FR.03 Request to Reinvest Unspent Endowment Income to Principal |
2203 FR.03 Request to Reinvest Unspent Endowment Income to Principal
|
March 13, 2024 |
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)
|
March 13, 2024 |
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)
|
March 13, 2024 |
2203 FR.06 Request to Close Spendable Gift |
2203 FR.06 Request to Close Spendable Gift
|
November 5, 2019 |
2203 FR.07 YSM - Request to Reinvest Unspent Endowment Income to Principal |
2203 FR.07 YSM - Request to Reinvest Unspent Endowment Income to Principal
|
September 29, 2020 |
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)
|
November 5, 2019 |
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)
|
November 5, 2019 |
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.01 Sales Tax Report |
2810 FR.01 Sales Tax Report
|
January 13, 2022 |
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 |
3201 FR.04 Independent Cost Estimate |
3201 FR.04 Independent Cost Estimate
|
October 2, 2020 |
3201 FR.05 Pricing Documentation (Comparative Pricing & Competitive Bidding) |
3201 FR.05 Pricing Documentation (Comparative Pricing & Competitive Bidding)
|
November 30, 2022 |
3201 FR.06 Sole Source Documentation |
3201 FR.06 Sole Source Documentation
|
November 30, 2022 |
3205 FR.04 Application for IRS Individual Taxpayer Identification Number (IRS Form W-7) |
3205 FR.04 (IRS Form W-7) Application for IRS Individual Taxpayer Identification Number |
May 31, 2017 |
3205 FR.05 Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals)(IRS Form W-8BEN) |
3205 FR.05 (IRS Form W-8BEN) Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding (Individual) |
May 31, 2017 |
3205 FR.05A Certificate of Status of Beneficial Owner for United States Tax Withholding and Reporting (Entities)(IRS Form W-8BEN-E) |
3205 FR.05A (IRS Form W-8BEN-E) Certificate of Status of Beneficial Owner for United States Tax Withholding (Entities) |
May 31, 2017 |
3205 FR.06 Request for Taxpayer Identification Number and Certification (IRS Form W-9) |
3205 FR.06 (IRS Form W-9) Request for Taxpayer Identification Number and Certification |
May 31, 2017 |
3205 FR.07 Application for a Social Security Card (SSA Form SS-5) |
3205 FR.07 (SSA Form SS-5) Application for a Social Security Card |
May 31, 2017 |
3205 FR.09 Supplier Change Request |
3205 FR.09 Supplier Change Request
|
March 15, 2024 |
3210 FR.01 Services Agreement |
3210 FR.01 Services Agreement
|
November 1, 2022 |
3210 FR.02 Guest Speaker Agreement |
3210 FR.02 Guest Speaker Agreement
|
December 21, 2020 |
3210 FR.04 Standard Performance Agreement |
3210 FR.04 Standard Performance Agreement
|
February 8, 2023 |
3210 FR.05 Statement of Work / Exhibit A to Services Agreement |
3210 FR.05 Statement of Work / Exhibit A to Services Agreement
|
November 1, 2022 |
3210 FR.06 Services Agreement for Freelance Photographers |
3210 FR.06 Services Agreement for Freelance Photographers
|
November 1, 2022 |
3210 FR.09 Yale University Music Commission Agreement |
3210 FR.09 Yale University Music Commission Agreement
|
January 12, 2021 |
3215 FR.01 Yale Purchasing Card Cardholder Agreement |
3215 FR.01 Yale University Purchasing Card Cardholder Agreement
|
May 2, 2019 |
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 (New/Cancel/Change) Form |
3215 FR.06 Purchasing Card Request (New/Cancel/Change) Form
|
April 19, 2024 |
3215 FR.07 Request to Delegate Authority to Prepare Expense Reports and Spend Authorizations |
3215 FR.07 Expense Management Request to Delegate Authority to Prepare Expense Reports and Spend Authorizations
|
January 24, 2023 |
3215 FR.09 120-366 Day Taxable Expense Reimbursement |
3215 FR.09 120-366 Day Taxable Expense Reimbursement
|
August 18, 2021 |
3215 FR.10 Individual and Department PCard Limit Changes/Exceptions |
3215 FR.10 Individual and Department PCard Limit Changes/Exceptions |
October 23, 2023 |
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.04 Request for Travel Grant |
3301 FR.04 Request for Travel Grant
|
July 29, 2024 |
3301 FR.05 Missing Receipts Form |
3301 FR.05 Missing Receipts Form
|
August 23, 2022 |
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
|
March 29, 2023 |
3401 FR.01 Supplier Payment Setup: Wire Transfer |
3401 FR.01 Supplier Payment Setup: Wire Transfer
|
March 15, 2024 |
3401 FR.02 Supplier Payment Setup: ACH/EFT |
3401 FR.02 Supplier Payment Setup: ACH/EFT
|
August 22, 2023 |
3401 FR.03 Supplier Contact Information Form |
3401 FR.03 Supplier Contact Information Form
|
January 11, 2021 |
3401 FR.04 Centralized Billing Account Maintenance |
3401 FR.04 Centralized Billing Account Maintenance
|
February 15, 2024 |
3401 FR.05 Supplier/Contractor Registration & Questionnaire |
|
March 11, 2023 |
3401 FR.06 Invoice Cover Sheet for International Activities |
3401 FR.06 Invoice Cover Sheet for International Activities
|
July 1, 2017 |
3401 FR.07 New Supplier Setup Banking Documentation Requirements and Example |
3401 FR.07 New Supplier Setup Banking Documentation Requirements and Example
|
October 10, 2024 |
3410 FR.01 Athlete or Entertainer Request for Reduced Withholding (Form CT-588) |
3410 FR.01 (Form CT-588) Athlete or Entertainer Request for Reduced Withholding |
August 7, 2017 |
3410 FR.02 Athlete or Entertainer Request for Waiver of Withholding (Form CT-590) |
3410 FR.02 (Form CT-590) Athlete or Entertainer Request for Waiver of Withholding |
August 7, 2017 |
3415 FR.01 International Information Form (IIF) for International Short-Term Visitors & Scholars |
3415 FR.01 International Information Form (IIF) Form for International Short-Term Visitors & Scholars - Form & Instructions
|
February 18, 2020 |
3415 FR.02 Exemption From Withholding on Compensation for Independent (and Certain Dependent) Personal Services of a Nonresident Alien Individual (IRS Form 8233) |
3415 FR.02 (IRS Form 8233) Exemption From Withholding on Compensation for Independent (and Certain Dependent) Personal Services |
August 4, 2017 |
3415 FR.04 Statement of Foreign Source Payments |
Statement of Foreign Source Payments
|
January 8, 2019 |
3417 FR.01 Study Participant Disbursement Request Form |
3417 FR.01 Study Participant Disbursement Request Form
|
February 14, 2024 |
3417 FR.02 Participant Research Record Log |
3417 FR.02 Participant Research Record Log
|
January 10, 2024 |
3417 FR.03 Monthly Reconciliation Form |
3417 FR.03 Monthly Reconciliation Form
|
February 8, 2024 |
3417 FR.04 Reloadable Debit Card Tracker |
3417 FR.04 Reloadable Debit Card Tracker
|
January 10, 2024 |
3417 FR.05 Study Participant Remuneration Methods Summary Matrix |
3417 FR.05 Study Participant Remuneration Methods Summary Matrix
|
January 10, 2024 |
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
|
October 23, 2017 |
3501 FR.03 Payroll Accounting Adjustment Form |
3501 FR.03 Payroll Accounting Adjustment Form
|
June 20, 2017 |
3501 FR.04 Direct Deposit Request |
3501 FR.04 Direct Deposit Request
|
October 20, 2017 |
3501 FR.05 Direct Deposit Pull Authorization |
3501 FR.05 Direct Deposit Pull Authorization
|
April 26, 2023 |
3501 FR.06 Overpayment Recovery Form |
3501 FR.06 Overpayment Recovery Form
|
October 25, 2023 |
3501 FR.07 Payroll Payment Adjustment Form |
3501_fr.07_payroll_payment_adjustment_form.pdf
|
November 26, 2024 |
3501 FR.08 Stop Payment & Re-Issue Request |
3501 FR.08 Stop Payment & Re-Issue Request
|
November 18, 2021 |
3501 FR.09 Vacation or Salary Advance Request Form |
3501 FR.09 Vacation or Salary Advance Request Form
|
May 4, 2022 |
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 Gift to Yale - Payroll Deduction Request |
3501 FR.11 Gift to Yale - Payroll Deduction Request
|
November 2, 2017 |
3501 FR.14 Payroll Deduction Request for Personal PCard Transactions of Separating Employee |
3501 FR.14 Payroll Deduction Request for Personal PCard Transactions of Separating Employee
|
January 10, 2019 |
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.51 Application for Faculty Child Care Grant |
3501 FR.51 Application for Faculty Child Care Grant
|
February 6, 2023 |
3501 FR.55 Application for M&P Sabbatical |
3501 FR.55 Application for M&P Sabbatical.xls
|
April 2, 2014 |
3502 FR.01 Temporary Employee Payment Request |
3502 FR.01 Temporary Employee Payment Request
|
October 25, 2017 |
3503 FR.01 Onboarding a New Employee Checklist |
3503 FR.01 Onboarding a New Employee Checklist
|
May 31, 2024 |
3503 FR.02 Promotion & Transfer Checklist |
3503 FR.02 Promotion & Transfer Checklist
|
January 31, 2023 |
3503 FR.03 Termination Checklist |
3503 FR.03 Termination Checklist
|
April 7, 2021 |
3503 FR.24 Professional Student Payment Setup and Job Change Form |
3503 FR.24 Professional Student Payment Setup and Job Change Form
|
September 19, 2017 |
3505 FR.01 Out-of-State (U.S.) Hiring & Placement Questionnaire |
3505 FR.01 Out-of-State (U.S.) Hiring & Placement Questionnaire
|
October 28, 2024 |
3505 FR.02 Out-of-State (International) Hiring & Placement Questionnaire |
3505 FR.02 Out-of-State (International) Hiring & Placement Questionnaire
|
June 22, 2020 |
3510 FR.01 Relocation Reimbursement Request |
3510 FR.01 Relocation Reimbursement Request
|
August 13, 2024 |
403(b) Deferral at Termination or Retirement form |
Terminal Vacation/PTO/Sick Pay
|
|
4209 FR.01 Government Furnished Property Form |
4209 FR.01 Government Furnished Property Form
|
March 27, 2024 |
4209 FR.02 Asset Tag Exemption Request Form |
4209 FR.02 Asset Tag Exemption Request Form
|
March 27, 2024 |
4209 FR.03 Request for Capitalization of MEI Composite Assets and Accessories |
4209 FR.03 Request for Capitalization of MEI Composite Assets and Accessories
|
April 16, 2024 |
4209 FR.04 Capital Equipment Transfer/Release Form |
4209 FR.04 Capital Equipment Transfer/Release Form
|
March 27, 2024 |
4300 FR.01 Automated External Defibrillator (“AED”) Request Form |
|
December 1, 2023 |
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 Prescription Home Delivery Order Form |
Aetna Prescription Home Delivery Order Form |
|
Application For Permission To Have Custom Antibodies Manufactured |
Application For Permission To Have Custom Antibodies Manufactured
|
December 1, 2010 |
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 SMART Goal Setting Guide
Video: Performance Feedback for Clerical and Technical Employees |
|
Child Assent Form |
Child Assent Form
|
February 15, 2017 |
Child Scholarship Plan for the Faculty and Staff of Yale University (Online Application) |
Child Scholarship Application |
|
College Savings 529 - forms |
College Savings 529 (CHET) Payroll Direct Deposit
College Savings 529 (CHET) Application |
January 29, 2021 |
Conflict of Interest Travel Form |
Conflict of Interest Travel Form
|
|
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 |
Delta Dental Care Plan (Non-Union) 2023 Delta Dental Care Plan (Union) 2015 CIGNA Dental Care Plan
|
|
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
|
|
Equal Employment Opportunity |
Equal Employment Opportunity
|
November 1, 2022 |
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 |
|
August 16, 2022 |
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
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Form SSA-7028 - Sample (Notice to third party of SSN assignments) |
Form SSA-7028 Sample.pdf
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Form T-200 |
Form-T-200.pdf
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Form T-400, CERTIFICATE OF LOCATION OF PROFESSIONAL SERVICES |
Form T-400 CERTIFICATE OF LOCATION OF PROFESSIONAL SERVICES
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October 1, 2016 |
Form Template |
Form Template
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September 5, 2007 |
Genetic Information Nondiscrimination Act of 2008 |
Genetic Information Nondiscrimination Act of 2008
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Guide Template |
Guide Template
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October 17, 2006 |
Human Participants |
Human Research Forms & Templates |
September 12, 2013 |
IRS Form 8300 |
f8300.pdf Form 8300 Sample
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Life Insurance - Forms |
GROUP LIFE INSURANCE CERTIFICATE AND SUMMARY PLAN DESCRIPTION GROUP LIFE INSURANCE POLICY
Group Policy Amendments and Notice of Change |
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Life Insurance - forms |
Absolute Assignment FORM
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Life Insurance - Group Policy Amendments and Notice of Change |
Group Policy Amendment No. 1 Group Policy Amendment No. 2 Group Policy Amendment No. 3 Group Policy Amendment No. 4 Group Policy Amendment No. 5 Group Policy Amendment No. 6 Group Policy Amendment No. 7 Group Policy Amendment No. 16 Notice of Plan Change Schedule of Insurance
Life Insurance - Forms |
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Local 35 Training Form |
local-35-training-form.doc
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Long-Term Care |
Monumental Plan |
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Long-Term Disability (LTD) Telephone Filing Instructions |
Long Term Disability (STD) Telephone Filing Instructions
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April 10, 2019 |
Long-Term Disability - Amendments |
Group Policy Amendment NO. 1 Group Policy Amendment NO. 2 Group Policy Amendment NO. 3 Group Policy Amendment NO. 4 Group Policy Amendment NO. 5 Group Policy Amendment NO. 6 Group Policy Amendment NO. 7 Group Policy Amendment NO. 8 Group Policy Amendment NO. 9 Group Policy Amendment NO. 10 Group Policy Amendment NO. 11 Group Policy Amendment NO. 12 Group Policy Amendment NO. 13 Group Policy Amendment NO. 14 Group Policy Amendment NO. 15 Group Policy Amendment NO. 16 Group Policy Amendment NO. 17 Group Policy Amendment NO. 18
Long-Term Disability - Standard - Forms |
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Long-Term Disability - Standard - Forms |
LONG TERM DISABILITY CERTIFICATE - POST DOCTORAL ASSOCIATES AND FACULTY MEMBERS (NO YURAP) LONG TERM DISABILITY CERTIFICATE - FACULTY AND M&P (YURAP) LONG TERM DISABILITY CERTIFICATE - MEDICAL SCHOOL FACULTY LONG TERM DISABILITY CERTIFICATE - NON-EXEMPT MEMBERS NOT REPRESENTED BY YPBA (NO YURAP) LONG TERM DISABILTIY CERTIFICATE - NON-EXEMPT MEMBERS NOT REPRESENTED BY YPBA (YURAP) LONG TERM DISABILTIY CERTIFICATE - M&P (NO YURAP) AND POLICE OFFICERS REPRESENTED BY YPBA LONG TERM DISABILITY POLICY
Long-Term Disability - Amendments |
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M&P Job Evaluation Questionnaire |
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M&P Performance Management Resources |
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Managed Care |
Managed Care
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Medical - Aetna Plan Members (C&T and S&M) |
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June 28, 2024 |
Medical - Aetna Plan Members (Faculty and M&P) |
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May 10, 2024 |
Medical - Aetna Plan Members (Security) |
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June 28, 2024 |
Medical - Aetna Plan Members (Yale Police Benevolent Association) |
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May 24, 2024 |
Medical - YHP Members - forms |
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Medical – Yale Health Plan Members |
Yale Health, Yale Police Benevolent Association Yale Health, Clerical & Technical, Service & Maintenance, Security Yale Health, Salaried
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February 3, 2024 |
Military FMLA Leave Amendment |
Military FMLA Leave Amendment
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Model COI (Conflict of Interest) Disclosure Form |
Model COI (Conflict of Interest) Disclosure Form
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January 28, 2013 |
Model COI Form |
ModelCOIform.docx
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Notice of Policy Applicable to Individual w/ Disability, Protected Veterans |
Notice of Policy Applicable to Individual w/ Disability, Protected Veterans
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OSHA |
OSHA
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Parking and Transit Forms |
Parking |
August 15, 2013 |
Policy Template |
Policy Template
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August 17, 2006 |
Post-Award Partnership Agreement |
Post-Award Partnership Agreement
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March 1, 2016 |
Pregnancy Discrimination and Accommodation in the Workplace |
ss46a_pregnancy_disability_poster.pdf
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Pregnancy Discrimination and Accommodation in the Workplace - Spanish |
ss46a_pregnancy_disability_poster_spanish.pdf
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Procedure Template |
Procedure Template
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August 17, 2006 |
Request for Service (RIS) |
Yale Printing & Publishing Services Link |
February 28, 2002 |
Research Performance Progress Report (RPPR) Checklist |
Research Performance Progress Report (RPPR) Checklist
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February 7, 2021 |
Sexual Harassment |
Sexual Harassment
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Short-Term Disability (STD) Telephone Filing Instructions |
Short Term Disability (STD) Telephone Filing Instructions
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Short-Term Disability - Forms |
SHORT-TERM DISABILITY INCOME BENEFIT PLAN
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March 8, 2022 |
Special Permission to Serve as PI |
Special Permission to Serve as PI
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February 15, 2017 |
Standard Life Insurance - Death Claim Form |
Standard Life Insurance - Death Claim Form
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Subaward Reconciliation Form |
Subaward Reconciliation Form
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Summary Annual Reports & Required Disclosures - Forms |
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Tuition Reduction Application |
Tuition Reduction Application
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USERRA |
The Uniformed Service Employment and Reemployment Rights Act (USERRA)
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Vehicle Disposal Form |
Vehicle Disposal Web Form |
September 21, 2013 |
Vehicle Disposal Form |
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Workers’ Compensation - forms |
Workers’ Compensation Health Service Appointment
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Workers’ Compensation Act - Notice to Employees |
Workers’ Compensation Act - Notice to Employees
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February 10, 2022 |
Yale Budgeting Tool (YBT) Access Request Form |
Yale Budgeting Tool (YBT) Access Request Form
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May 16, 2023 |
Yale University Scholar Awards Program - FACE PAGE |
face-page-2019.pdf
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January 23, 2019 |
YHP Claim Form |
Yale Health Claims |
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