1000 FR.01 Policy Proposal |
1000 FR.01 Policy Proposal
|
January 12, 2018 |
1001 FR.01 Request for Provostial Pre-Approval for Faculty Extra Compensation |
1001 FR.01 Request for Provostial Pre-Approval for Faculty Extra Compensation
1001 FR.01 Instructions - Request for Provostial Pre-Approval for Faculty Extra Compensation
|
March 29, 2018 |
1101 FR.01 Financial Review Checklist |
1101 FR.01 Financial Review Checklist
|
February 16, 2021 |
1101 FR.02 Manual Journal Entry Request |
1101 FR.02 Manual Journal Entry Request
|
June 20, 2017 |
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
|
October 25, 2017 |
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
|
April 9, 2020 |
1304 FR.03A Subrecipient Information and Compliance Form |
1304 FR.03A Subrecipient Information and Compliance Form
|
May 6, 2020 |
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
|
April 27, 2020 |
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
1304 FR.09 Cost Allocation Methodology - Instructions
|
January 14, 2021 |
1305 FR.15 Manual Journal-Cost Transfer Justification |
1305 FR.15 Manual Journal - Cost Transfer Justification
|
March 5, 2019 |
1305 FR.17 GSPS Cost Transfer |
1305 FR.17 GSPS Cost Transfer
|
March 5, 2019 |
1306 FR.01 Cost Sharing Approval Request |
1306 FR.01 Cost Sharing Approval Request
1306 FR.01 Cost Sharing Approval Request - Instructions
|
April 4, 2018 |
1307 FR.01 Request for Subrecipient Prepayment |
1307 FR.01 Request for Subrecipient Prepayment
|
May 4, 2018 |
1310 FR.04 PI Status Request Form |
1310 FR.04 PI Status Request
1310 FR.04 PI Status Request - Instructions
|
June 28, 2018 |
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 - Instructions
|
March 11, 2020 |
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 - USE FOR FY22
1410 FR.02 University Service Providers: Rate Calculation Worksheet - USE FOR FY21
1410 FR.02A Lead Administrator Certification Page
|
March 4, 2021 |
1410 FR.04 Lockshop Key Request |
1410 FR.04 Lockshop Key Request
|
June 20, 2017 |
1411 FR.01 Memorandum of Understanding |
1411 FR.01 Memorandum of Understanding.xls
|
February 26, 2016 |
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) - Appendix A: Data Groupings
1601 FR.02 Identity and Access Management (IAM) - Appendix B: Affiliations and Suppression Rules
1601 FR.02 Identity and Access Management (IAM)
|
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 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 |
1800 FR.01 Yale Central Space Request |
1800 FR.01 Yale Central Space Request
|
August 28, 2018 |
1800 FR.02 Yale Medicine Clinical Space Request |
1800 FR.02 Yale Medicine Clinical Space Request
|
August 28, 2018 |
1800 FR.03 Yale School of Medicine Research/Administrative Space Request |
1800 FR.03 Yale School of Medicine Research/Administrative Space Request
|
October 1, 2018 |
1800 FR.04 Yale Residential Rental Request |
1800 FR.04 Yale Residential Rental Request
|
May 4, 2018 |
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
|
|
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
|
January 9, 2019 |
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 |
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
|
September 29, 2020 |
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)
|
September 29, 2020 |
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)
|
July 17, 2019 |
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
|
November 8, 2019 |
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)
|
July 29, 2019 |
3201 FR.06 Sole Source Documentation |
3201 FR.06 Sole Source Documentation
|
July 29, 2019 |
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
|
July 1, 2020 |
3210 FR.01 Professional Services and Consulting Agreement |
3210 FR.01 Professional Services and Consulting Agreement
|
June 14, 2018 |
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
|
September 23, 2020 |
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
|
October 23, 2017 |
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 Form |
3215 FR.06 Purchasing Card Request Form
|
September 11, 2019 |
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
|
April 6, 2018 |
3215 FR.10 Individual & Department PCard Exceptions |
3215 FR.10 Individual and Department PCard Exceptions
|
July 13, 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.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
|
March 29, 2018 |
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
|
January 13, 2021 |
3401 FR.01 Supplier Payment Setup: Wire Transfer |
3401 FR.01 Supplier Payment Setup: Wire Transfer
|
September 15, 2020 |
3401 FR.02 Supplier Payment Setup: ACH/EFT |
3401 FR.02 Supplier Payment Setup: ACH/EFT
|
June 30, 2020 |
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
|
November 26, 2018 |
3401 FR.06 Invoice Cover Sheet for International Activities |
3401 FR.06 Invoice Cover Sheet for International Activities
|
July 1, 2017 |
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 |
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
|
October 20, 2017 |
3501 FR.06 Overpayment Recovery Form |
3501 FR.06 Overpayment Recovery Form
|
February 13, 2020 |
3501 FR.07 Payroll Payment Adjustment Form |
3501 FR.07 Payroll Payment Adjustment Form
|
September 9, 2020 |
3501 FR.08 Stop Payment & Re-Issue Request |
3501 FR.08 Stop Payment & Re-Issue Request
|
December 6, 2019 |
3501 FR.09 Vacation or Salary Advance Request Form |
3501 FR.09 Vacation or Salary Advance Request Form
|
January 27, 2020 |
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
|
September 16, 2019 |
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
|
April 8, 2020 |
3503 FR.02 Promotion & Transfer Checklist |
3503 FR.02 Promotion & Transfer Checklist
|
March 16, 2018 |
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 |
3503 FR.25 Professional School Student Payment Form |
3503 FR.25 Professional School Student Payment Form
|
August 17, 2017 |
3505 FR.01 Out-of-State (U.S.) Hiring & Placement Questionnaire |
3505 FR.01 Out-of-State (U.S.) Hiring & Placement Questionnaire
|
February 1, 2019 |
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
|
January 2, 2020 |
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 Prescription Home Delivery Order Form |
Aetna Prescription Home Delivery Order Form |
|
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 |
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 |
|
Carryover Report FY16 - Supervisor version |
carryoverreport-supervisor.xls
|
|
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 |
|
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 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)
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
|
|
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 |
Statement of Medical Necessity (SOMN) - FSA
Tuition Assistance (Employee) - FSA
Health Care Claim Form-FSA
Dependent/Child Care Reimbursement Claim Form
|
|
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-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 |
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 |
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 |
GROUP LIFE INSURANCE POLICY
GROUP POLICY AMENDMENT NO. 1
GROUP POLICY AMENDMENT NO. 2
GROUP POLICY AMENDMENT NO. 3
GROUP POLICY AMENDMENT NO. 16
NOTICE OF PLAN CHANGE
Schedule of Insurance
Group Policy Amendment NO. 4
CERTIFICATE AND SUMMARY PLAN DESCRIPTION GROUP LIFE INSURANCE
|
|
Life Insurance - forms |
Absolute Assignment FORM
|
|
Local 35 Training Form |
local-35-training-form.doc
|
|
Long-Term Care |
Monumental Plan |
|
Long-Term Disability (LTD) Telephone Filing Instructions |
Long Term Disability (STD) Telephone Filing Instructions
|
April 10, 2019 |
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
Group Policy Amendment NO 17
|
|
M&P Job Evaluation Questionnaire |
M&P Job Evaluation Questionnaire
|
|
M&P Performance Feedback Resources |
|
|
Managed Care |
Managed Care
|
|
Manager Checklist for New Employees |
|
|
Medical - Aetna Plan Members (C&T and S&M) - forms |
Benefit Plan – Aetna Select
Schedule of Benefits – Aetna Select
Aetna Select – (Non-CT Residence)
Summary of Benefits & Coverage – AETNA Select
AETNA Select (Non-CT Residence)
Benefit Plan – Legacy Aetna Choice (Base Rx)
Legacy AETNA Choice (Alt. Rx)
Schedule of Benefits – Legacy AETNA Choice (Base Rx)
Legacy AETNA Choice (Alt. Rx)
Summary of Benefits & Coverage – Legacy AETNA Choice (Base Rx)
Legacy AETNA Choice (Alt. Rx)
|
|
Medical - Aetna Plan Members (Faculty and M&P) |
Benefit Plan - AETNA Smart Care W/ Optional Health Saving Account
Schedule of Benefits - AETNA Smart Care W/ Optional Health Saving Account
Summary of Benefits & Coverage (SBC) - AETNA Smart Care W/ Optional Health Savings Account
Benefit Plan - AETNA Choice
Schedule of Benefits - AETNA Choice
Summary of Benefits & Coverage (SBC) - AETNA Choice
Benefit Plan - Legacy Aetna Choice
Schedule of Benefits - Legacy Aetna Choice
Summary of Benefits & Coverage (SBC) - Legacy AETNA Choice
|
|
Medical - Aetna Plan Members (Security) |
Benefit Plan - Aetna Select
Schedule of Benefits - Aetna Select
Schedule of Benefits - Aetna Select - (Non CT Residence)
Summary of Benefits & Coverage (SBC) - AETNA Select
Summary of Benefits & Coverage (SBC) (Non CT Residence) - AETNA Select
Benefit Plan - Legacy Aetna Choice (Base Rx)
Schedule of Benefits - Legacy Aetna Choice (Base Rx)
Summary of Benefits & Coverage (SBC) - Legacy AETNA Choice
|
|
Medical - Aetna Plan Members (Yale Police Benevolent Association) |
Benefit Plan - AETNA Smart Care W/Optional Health Savings Account
Schedule of Benefits – AETNA Smart Care W/Optional Health Savings Account
Summary of Benefits & Coverage – AETNA Smart Care W/Optional Health Savings Account
Benefit Plan – AETNA Choice
Schedule of Benefits – AETNA Choice
Summary of Benefits & Coverage – AETNA Choice
Benefit Plan – Legacy AETNA Choice (Base Rx)
Legacy AETNA Choice (Alt. Rx)
Schedule of Benefits – Legacy AETNA Choice (Base Rx)
Legacy AETNA Choice (Alt. Rx)
Summary of Benefits & Coverage – Legacy AETNA Choice (Base Rx)
Legacy AETNA Choice (Alt. Rx)
|
|
Medical - YHP Members - forms |
|
|
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 |
|
|
Notice of Policy Applicable to Individual w/ Disability, Protected Veterans |
Notice of Policy Applicable to Individual w/ Disability, Protected Veterans
|
|
OSHA |
OSHA
|
|
Parking and Transit Forms |
Parking |
August 15, 2013 |
Policy Template |
Policy Template
|
August 17, 2006 |
Post-Award Partnership Agreement |
Post-Award Partnership Agreement
|
March 1, 2016 |
Pregnancy Discrimination and Accommodation in the Workplace |
ss46a_pregnancy_disability_poster.pdf
|
|
Pregnancy Discrimination and Accommodation in the Workplace - Spanish |
ss46a_pregnancy_disability_poster_spanish.pdf
|
|
Procedure Template |
Procedure Template
|
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
|
|
Sexual Harassment |
Sexual Harassment
|
|
Short-Term Disability (STD) Telephone Filing Instructions |
Short Term Disability (STD) Telephone Filing Instructions
|
|
Short-Term Disability - Forms |
SHORT-TERM DISABILITY INCOME BENEFIT PLAN
|
|
Special Permission to Serve as PI |
Special Permission to Serve as PI
|
February 15, 2017 |
Standard Life Insurance - Death Claim Form |
Standard Life Insurance - Death Claim Form
|
|
Subaward Reconciliation Form |
Subaward Reconciliation Form
|
|
Summary Annual Reports & Required Disclosures - Forms |
2014 Summary Annual Reports
2020 Notice of Creditable Coverage for Active Participants
2020 Notice of Creditable Coverage for Retired Participants
Affordable Care Act Notice - Non-covered employees
Affordable Care Act Notice - Covered employees
Early Retiree Reinsurance Notice
Medicaid and the Children’s Health Insurance Program (CHIP)
Women’s Health Rights Under the Newborns’ and Mothers’ Health Protection Act of 1996 (NMHPA)
Women’s Health and Cancer Rights Act (WHCRA)
2019-2020 Annual Funding Notice for Yale University Retirement Plan for Staff Employees
Matching Retirement Plan Summary Annual Report
Tax-Deferred 403(b) Savings Plan - Summary Annual Report
YURAP Summary Annual Report
Yale Retirement Savings Program plan and Investment Notice
Tax-Deferred 403(b) Savings Plan Annual Notice
YURAP Annual Notice
Matching Retirement Plan Annual Notice
2017 Notice of Privacy Practices
2018-2019 Form 5500 for Yale University Retirement Plan for Staff Employees
|
|
Summary of Benefits and Coverage (SBC) Information Notices - forms |
Yale Health, Salaried
Yale Health, Clerical & Technical, Service & Maintenance, Security
Yale Health, Yale Police Benevolent Association
|
January 11, 2021 |
TR&S Request For Service |
|
|
Training Grant Encumbrance Form |
Training Grant Encumbrance Form
|
|
Tuition Reduction Application |
Tuition Reduction Application
|
|
USERRA |
The Uniformed Service Employment and Reemployment Rights Act (USERRA)
|
|
Vehicle Disposal Form |
Vehicle Disposal Web Form |
September 21, 2013 |
Vehicle Disposal Form |
|
|
Workers’ Compensation - forms |
Workers’ Compensation Health Service Appointment
|
|
Workers’ Compensation Act - Notice to Employees |
Workers’ Compensation Act - Notice to Employees
|
|
Yale Budgeting Tool (YBT) Access Request Form |
Yale Budgeting Tool (YBT) Access Request Form
|
October 11, 2017 |
Yale University Scholar Awards Program - FACE PAGE |
face-page-2019.pdf
|
January 23, 2019 |
YHP Claim Form |
Yale Health Claims |
|
YSS Out of Pocket form |
YSS Out of Pocket form
|
|