Forms

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Title Documents & Links Revision Date
1000 FR.01 Policy Proposal PDF icon 1000 FR.01 Policy Proposal January 12, 2018
1001 FR.01 Request for Pre-Approval for Faculty Extra Compensation PDF icon 1001 FR.01 Request for Pre-Approval for Faculty Extra Compensation November 6, 2023
1101 FR.01 Financial Review Checklist File 1101 FR.01 Financial Review Checklist March 5, 2024
1101 FR.02 Manual Journal Entry Request PDF icon 1101 FR.02 Manual Journal Entry Request June 20, 2017
1103 FR.01 University Budgeting: Year-End General Appropriations ("GA") Surplus or Deficit Request PDF icon 1103 FR.01 University Budgeting: Year-End General Appropriations ("GA") Surplus or Deficit Request June 28, 2023
1103 FR.02 University Budgeting: Out-of-Budget Request PDF icon 1103 FR.02 University Budgeting: Out-of-Budget Request June 28, 2023
1107 FR.01 Reporting Template for Foreign Gifts and Contracts File 1107 FR.01 Reporting Template for Foreign Gifts and Contracts October 27, 2020
1110 FR.01 Personal Use of University Vehicles - Department Summary Sheet PDF icon 1110FR.01 Personal Use of University Vehicles - Department Summary Sheet .pdf
Office spreadsheet icon 1110FR.01 Personal Use of University Vehicles - Department Summary Sheet .xls
November 11, 2015
1110 FR.02 Personal Use of University Vehicles - Questionnaire PDF icon 1110FR.02 Personal Use of University Vehicles - Questionnaire .pdf
Office spreadsheet icon 1110FR.02 Personal Use of University Vehicles - Questionnaire .xls
November 11, 2015
1110 FR.03 Mileage Record File 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 PDF icon 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 PDF icon 1304 FR.01 Pre-Award Costs and At-Risk Account Request Form
PDF icon 1304 FR.01 Pre-Award Costs and At-Risk Account Request Form - Instructions
March 10, 2021
1304 FR.03 Transmittal Summary (Tran Sum) Form File 1304 FR.03 Transmittal Summary (Tran Sum) Form February 23, 2022
1304 FR.03A Subrecipient Information and Compliance Form PDF icon 1304 FR.03A Subrecipient Information and Compliance Form November 9, 2023
1304 FR.03C National Research Service Award ("NRSA") Assurance of Compliance PDF icon 1304 FR.03C National Research Service Award ("NRSA") Assurance of Compliance February 28, 2020
1304 FR.04 Award Budget Setup ("ABS") Form File 1304 FR.04 Award Budget Setup ("ABS") Form
PDF icon 1304 FR.04 Award Budget Setup ("ABS") Form - Upload Instructions
May 16, 2022
1304 FR.06 Responsible Personnel Change Form PDF icon 1304 FR.06 Responsible Personnel Change Form October 19, 2021
1304 FR.09 Cost Allocation Methodology PDF icon 1304 FR.09 Cost Allocation Methodology
PDF icon 1304 FR.09 Cost Allocation Methodology - Instructions
January 14, 2021
1305 FR.01 Late Cost Transfer Calculator File 1305 FR.01 Late Cost Transfer Calculator January 24, 2024
1305 FR.02 Manual Journal - Cost Transfer Justification PDF icon 1305 FR.02 Manual Journal - Cost Transfer Justification January 24, 2024
1305 FR.03 Cost Transfer Documentation Matrix PDF icon 1305 FR.03 Cost Transfer Documentation Matrix January 24, 2024
1305 FR.04 Cost Transfer Change Reason and Code Usage PDF icon 1305 FR.04 Cost Transfer Change Reason and Code Usage January 24, 2024
1306 FR.01 Cost Sharing Approval Request PDF icon 1306 FR.01 Cost Sharing Approval Request
PDF icon 1306 FR.01 Cost Sharing Approval Request - Instructions
October 25, 2021
1306 FR.02 Facilities and Administrative ("F&A") Rate Reduction/Waiver Request PDF icon 1306 FR.02 Facilities and Administrative ("F&A") Rate Reduction/Waiver Request September 29, 2023
1307 FR.01 Request for Subrecipient Prepayment PDF icon 1307 FR.01 Request for Subrecipient Prepayment May 4, 2018
1310 FR.04 Principal Investigator ("PI") Status Request Form PDF icon 1310 FR.04 Principal Investigator ("PI") Status Request Form
PDF icon 1310 FR.04 Principal Investigator ("PI") Status Request Form - Instructions
November 10, 2023
1310 FR.05 Delegation of Requestor Authority for Sponsored Projects PDF icon 1310 FR.05 Delegation of Requestor Authority for Sponsored Projects February 27, 2019
1310 FR.06 Delegation of Approval Authority for Sponsored Projects PDF icon 1310 FR.06 Delegation of Approval Authority for Sponsored Projects May 4, 2018
1315 FR.01 Effort Report PDF icon 1315 FR.01A Effort Report - Short Form (8 Grants or Fewer)
PDF icon 1315 FR.01B Effort Report - Long Form (9 Grants or More)
PDF icon 1315 FR.01 Effort Report - Manual Form Instructions
March 11, 2020
1403 FR.02 Justification to Direct Charge F&A Type Costs to a Federal Award PDF icon 1403 FR.02 Justification to Direct Charge F&A Type Costs to a Federal Award October 15, 2019
1410 FR.01 University Service Providers: Registration Form PDF icon 1410 FR.01 University Service Providers: Registration Form June 8, 2020
1410 FR.02 University Service Providers: Rate Calculation Worksheet File 1410 FR.02 University Service Providers: Rate Calculation Worksheet *FY25*
File 1410 FR.02 University Service Providers: Rate Calculation Worksheet *FY24*
PDF icon 1410 FR.02A Lead Administrator Certification Page
March 14, 2024
1410 FR.03 University Service Providers: Accounting and Journal Source Control Information Form PDF icon 1410 FR.03 University Service Providers: Accounting and Journal Source Control Information Form February 9, 2023
1410 FR.04 Lockshop Key Request PDF icon 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 File 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 PDF icon 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) PDF icon 1601 FR.02 Identity and Access Management (IAM)
PDF icon 1601 FR.02 Identity and Access Management (IAM) - Appendix A: Data Groupings
PDF icon 1601 FR.02 Identity and Access Management (IAM) - Appendix B: Affiliations and Suppression Rules
September 4, 2020
1601 FR.05 Workday Matrix Organization Creation PDF icon 1601 FR.05 Workday Matrix Organization Creation Request Form May 15, 2017
1601 FR.06 Workday Supervisory Organization Creation PDF icon 1601 FR.06 Workday Supervisory Organization Creation Request Form June 22, 2017
1601 FR.07 Workday Supervisory Organization Change PDF icon 1601 FR.07 Workday Supervisory Organization Change Request Form June 22, 2017
1601 FR.08 Workday Reorganization Request PDF icon 1601 FR.08 Workday Reorganization Request Form May 15, 2017
1800 FR.01 Yale Central Space Request PDF icon 1800 FR.01 Yale Central Space Request August 28, 2018
1800 FR.02 Yale Medicine Clinical Space Request PDF icon Yale Medicine Clinical Space Request November 2, 2021
1800 FR.03 Yale School of Medicine Research/Administrative Space Request PDF icon 1800 FR.03 Yale School of Medicine Research/Administrative Space Request
File 1800 FR.03A Supplement A: Yale School of Medicine Research/Administrative Space Request
September 27, 2021
1800 FR.04 Yale Residential Rental Request PDF icon 1800 FR.04 Yale Residential Rental Request May 4, 2018
2015 Form 1040A Example A PDF icon 2015 Form 1040A Ex A
2015 Form 1040A Example B PDF icon 2015 Form 1040A Ex B.pdf
2015 Form 1040A Example C PDF icon 2015 Form 1040A Ex C.pdf
2015 Form 1040A Example D PDF icon 2015 Form 1040A Ex D.pdf
2015 Form 1040A Example E PDF icon 2015 Form 1040A Ex E.pdf
2015 Form 1040A Example F PDF icon 2015 Form 1040A Ex F.pdf
2015 Form CT-1040 Example A PDF icon 2015 Form CT-1040 EX A.pdf
2015 Form CT-1040 Example B PDF icon 2015 Form CT-1040 Ex B.pdf
2015 Form CT-1040 Example C PDF icon 2015 Form CT-1040 Ex C.pdf
2015 Form CT-1040 Example D PDF icon 2015 Form CT-1040 Ex D.pdf
2015 Form CT-1040 Example E PDF icon 2015 Form CT-1040 Ex E.pdf
2015 Form CT-1040 Example F PDF icon 2015 Form CT-1040 Ex F.pdf
2016 Form 1040ES Example A PDF icon 2016 Form 1040ES Ex A.pdf
2016 Form 1040ES Example B PDF icon 2016 Form 1040ES Ex B.pdf
2016 Form 1040ES Example C PDF icon 2016 Form 1040ES Ex C.pdf
2016 Form 1040ES Example D PDF icon 2016 Form 1040ES Ex D.pdf
2016 Form 1040ES Example E PDF icon 2016 Form 1040ES Ex E.pdf
2016 Form 1040ES Example F PDF icon 2016 Form 1040ES Ex F.pdf
2016 Form CT-1040ES Example A PDF icon 2016 Form CT-1040ES Ex A.pdf
2016 Form CT-1040ES Example B PDF icon 2016_form_ct-1040es_ex_b.pdf
2016 Form CT-1040ES Example C PDF icon 2016 Form CT-1040ES Ex C.pdf
2016 Form CT-1040ES Example D PDF icon 2016 Form CT-1040ES Ex D.pdf
2016 Form CT-1040ES Example E PDF icon 2016 Form CT-1040ES Ex E.pdf
2016 Form CT-1040ES Example F PDF icon 2016 Form CT-1040ES Ex F.pdf
2100 FR.01 External Sales Approval Request - Short Form File 2100 FR.01 External Sales Approval Request - Short Form January 9, 2019
2100 FR.02 External Sales Approval Request - Standard Form File 2100 FR.02 External Sales Approval Request - Standard Form December 14, 2023
2100 FR.03 External Sales Annual Reapproval Form File 2100 FR.03 External Sales Annual Reapproval Form January 9, 2019
2100 FR.04 External Sales Compliance Checklist PDF icon 2100 FR.04 External Sales Compliance Checklist January 9, 2019
2100 FR.05 External Sales Fair Market Value ("FMV") Analysis Template File 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 PDF icon 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) PDF icon 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) PDF icon 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 PDF icon 2203 FR.06 Request to Close Spendable Gift November 5, 2019
2203 FR.07 YSM - Request to Reinvest Unspent Endowment Income to Principal PDF icon 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) PDF icon 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) PDF icon 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 PDF icon 2801 FR.02 Money Transfer Form June 22, 2017
2805 FR.01 Cash Sale Worksheet PDF icon 2805 FR.01 Cash Sale Worksheet June 22, 2017
2810 FR.01 Sales Tax Report PDF icon 2810 FR.01 Sales Tax Report January 13, 2022
2815 FR.01 Petty Cash Voucher PDF icon 2815 FR.01 Petty Cash Voucher **[TCN]** June 22, 2017
2815 FR.02 Petty Cash Quick Voucher PDF icon 2815 FR.02 Petty Cash Quick Voucher **[TCN]** June 22, 2017
2815 FR.03 Petty Cash Fund Request PDF icon 2815 FR.03 Petty Cash Fund Request
PDF icon 2815 FR.03 Petty Cash Fund Request - Instructions
June 22, 2017
2815 FR.04 Petty Cash Replenishment PDF icon 2815 FR.04 Petty Cash Replenishment Form
PDF icon 2815 FR.04 Petty Cash Replenishment Form - Instructions **[TCN]**
June 22, 2017
3201 FR.04 Independent Cost Estimate PDF icon 3201 FR.04 Independent Cost Estimate October 2, 2020
3201 FR.05 Pricing Documentation (Comparative Pricing & Competitive Bidding) PDF icon 3201 FR.05 Pricing Documentation (Comparative Pricing & Competitive Bidding) November 30, 2022
3201 FR.06 Sole Source Documentation PDF icon 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 PDF icon 3205 FR.09 Supplier Change Request March 15, 2024
3210 FR.01 Services Agreement File 3210 FR.01 Services Agreement November 1, 2022
3210 FR.02 Guest Speaker Agreement PDF icon 3210 FR.02 Guest Speaker Agreement December 21, 2020
3210 FR.04 Standard Performance Agreement File 3210 FR.04 Standard Performance Agreement February 8, 2023
3210 FR.05 Statement of Work / Exhibit A to Services Agreement PDF icon 3210 FR.05 Statement of Work / Exhibit A to Services Agreement November 1, 2022
3210 FR.06 Services Agreement for Freelance Photographers File 3210 FR.06 Services Agreement for Freelance Photographers November 1, 2022
3210 FR.09 Yale University Music Commission Agreement PDF icon 3210 FR.09 Yale University Music Commission Agreement January 12, 2021
3215 FR.01 Yale Purchasing Card Cardholder Agreement PDF icon 3215 FR.01 Yale University Purchasing Card Cardholder Agreement May 2, 2019
3215 FR.03 Purchasing Card Application for Reactivation of Individual Card PDF icon 3215 FR.03 Purchasing Card Application for Reactivation of Individual Card July 1, 2017
3215 FR.06 Purchasing Card Request (New/Cancel/Change)Form PDF icon 3215 FR.06 Purchasing Card Request (New/Cancel/Change) Form March 21, 2023
3215 FR.07 Request to Delegate Authority to Prepare Expense Reports and Spend Authorizations PDF icon 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 PDF icon 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 PDF icon 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 PDF icon 3220 FR.04 COA Approval for State DCD Controlled Substance License June 20, 2017
3301 FR.04 Request for Travel Grant PDF icon 3301 FR.04 Request for Travel Grant March 17, 2023
3301 FR.05 Missing Receipts Form PDF icon 3301 FR.05 Missing Receipts Form August 23, 2022
3301 FR.06 Documentation for Travel on a Non-U.S. Air Carrier PDF icon 3301 FR.06 Documentation for Travel on a Non-U.S. Air Carrier March 29, 2023
3401 FR.01 Supplier Payment Setup: Wire Transfer PDF icon 3401 FR.01 Supplier Payment Setup: Wire Transfer March 15, 2024
3401 FR.02 Supplier Payment Setup: ACH/EFT PDF icon 3401 FR.02 Supplier Payment Setup: ACH/EFT August 22, 2023
3401 FR.03 Supplier Contact Information Form PDF icon 3401 FR.03 Supplier Contact Information Form January 11, 2021
3401 FR.04 Centralized Billing Account Maintenance PDF icon 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 PDF icon 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 PDF icon 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 PDF icon Statement of Foreign Source Payments January 8, 2019
3417 FR.01 Study Participant Disbursement Request Form PDF icon 3417 FR.01 Study Participant Disbursement Request Form February 14, 2024
3417 FR.02 Participant Research Record Log File 3417 FR.02 Participant Research Record Log January 10, 2024
3417 FR.03 Monthly Reconciliation Form File 3417 FR.03 Monthly Reconciliation Form February 8, 2024
3417 FR.04 Reloadable Debit Card Tracker File 3417 FR.04 Reloadable Debit Card Tracker January 10, 2024
3417 FR.05 Study Participant Remuneration Methods Summary Matrix File 3417 FR.05 Study Participant Remuneration Methods Summary Matrix January 10, 2024
3501 FR.01 Payroll Costing Allocation Form File 3501 FR.01 Payroll Costing Allocation Form June 20, 2017
3501 FR.02 CT/MP Paid Time Off Adjustment Form PDF icon 3501 FR.02 CT/MP Paid Time Off Adjustment Form October 23, 2017
3501 FR.03 Payroll Accounting Adjustment Form File 3501 FR.03 Payroll Accounting Adjustment Form June 20, 2017
3501 FR.04 Direct Deposit Request PDF icon 3501 FR.04 Direct Deposit Request October 20, 2017
3501 FR.05 Direct Deposit Pull Authorization PDF icon 3501 FR.05 Direct Deposit Pull Authorization April 26, 2023
3501 FR.06 Overpayment Recovery Form PDF icon 3501 FR.06 Overpayment Recovery Form October 25, 2023
3501 FR.07 Payroll Payment Adjustment Form PDF icon 3501 FR.07 Payroll Payment Adjustment Form August 29, 2023
3501 FR.08 Stop Payment & Re-Issue Request PDF icon 3501 FR.08 Stop Payment & Re-Issue Request November 18, 2021
3501 FR.09 Vacation or Salary Advance Request Form PDF icon 3501 FR.09 Vacation or Salary Advance Request Form May 4, 2022
3501 FR.10 Faculty Request for Moving Allowance PDF icon 3501 FR.10 Faculty Request for Moving Allowance.pdf
File 3501 FR.10 Faculty Request for Moving Allowance.xlsx
March 2, 2016
3501 FR.11 Gift to Yale - Payroll Deduction Request PDF icon 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 PDF icon 3501 FR.14 Payroll Deduction Request for Personal PCard Transactions of Separating Employee January 10, 2019
3501 FR.17 Position Review -- Medical School only PDF icon 3501 FR.17 Position Review -- Medical School only.pdf
Office spreadsheet icon 3501 FR.17 Position Review -- Medical School only.xls
August 27, 2004
3501 FR.51 Application for Faculty Child Care Grant PDF icon 3501 FR.51 Application for Faculty Child Care Grant February 6, 2023
3501 FR.55 Application for M&P Sabbatical Office spreadsheet icon 3501 FR.55 Application for M&P Sabbatical.xls April 2, 2014
3502 FR.01 Temporary Employee Payment Request PDF icon 3502 FR.01 Temporary Employee Payment Request October 25, 2017
3503 FR.01 Onboarding a New Employee Checklist PDF icon 3503 FR.01 Onboarding a New Employee Checklist March 6, 2024
3503 FR.02 Promotion & Transfer Checklist PDF icon 3503 FR.02 Promotion & Transfer Checklist January 31, 2023
3503 FR.03 Termination Checklist PDF icon 3503 FR.03 Termination Checklist April 7, 2021
3503 FR.24 Professional Student Payment Setup and Job Change Form PDF icon 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 PDF icon 3505 FR.01 Out-of-State (U.S.) Hiring & Placement Questionnaire February 1, 2019
3505 FR.02 Out-of-State (International) Hiring & Placement Questionnaire PDF icon 3505 FR.02 Out-of-State (International) Hiring & Placement Questionnaire June 22, 2020
3510 FR.01 Relocation Reimbursement Request PDF icon 3510 FR.01 Relocation Reimbursement Request April 3, 2023
403(b) Deferral at Termination or Retirement form PDF icon Terminal Vacation/PTO/Sick Pay
4209 FR.01 Government Furnished Property Form PDF icon 4209 FR.01 Government Furnished Property Form March 27, 2024
4209 FR.02 Asset Tag Exemption Request Form PDF icon 4209 FR.02 Asset Tag Exemption Request Form March 27, 2024
4209 FR.03 Request for Capitalization of MEI Composite Assets and Accessories PDF icon 4209 FR.03 Request for Capitalization of MEI Composite Assets and Accessories March 27, 2024
4209 FR.04 Capital Equipment Transfer/Release Form PDF icon 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 Microsoft Office document icon 500 FR.1 Financial and Non Financial Interests in Human Research Disclosure: Yale IRB Members and Staff August 24, 2012
Adoption Reimbursement Claim Form File Adoption Reimbursement Claim Form
Aetna Medical Claim Form PDF icon Aetna Medical Claim - form
Aetna Prescription Home Delivery Order Form Aetna Prescription Home Delivery Order Form
ALICE Request Form File ALICE Request Form July 8, 2013
Application For Permission To Have Custom Antibodies Manufactured Microsoft Office document icon Application For Permission To Have Custom Antibodies Manufactured December 1, 2010
Authorization for Relocation Allowance
Benefits Revision Request form PDF icon benefits_revision-request.pdf
C&T Performance Feedback Resources PDF icon C&T Performance Feedback form
PDF icon Instructions for completing the C&T Performance Feedback form
PDF icon Sample C&T Performance Feedback form
File SMART Goal Setting Guide Video: Performance Feedback for Clerical and Technical Employees
Child Assent Form Microsoft Office document icon 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 PDF icon Job Audit Timeline
Microsoft Office document icon Job Audit Form for Grade B, C & D Upgrades
Microsoft Office document icon Job Audit Form for a Grade E Upgrade
College Savings 529 - forms PDF icon College Savings 529 (CHET) Payroll Direct Deposit College Savings 529 (CHET) Application January 29, 2021
Conflict of Interest Travel Form PDF icon Conflict of Interest Travel Form
CT Administrative Regulations CT Administrative Regulations
CT Paid Sick Leave Act PDF icon CT Paid Sick Leave Act
CT Paid Sick Leave Act (Spanish) PDF icon CT Paid Sick Leave Act (Spanish)
Delta Dental Claim Form PDF icon Delta Dental Claim Form
Dental PDF icon Delta Dental Care Plan (Non-Union) 2023
PDF icon Delta Dental Care Plan (Union)
PDF icon 2015 CIGNA Dental Care Plan
Discrimination is Illegal PDF icon Discrimination is Illegal
Draft Summary Revision Template Microsoft Office document icon Draft Summary Revision Template September 7, 2005
Electronic Monitoring PDF icon Electronic Monitoring
Employee Polygraph Protection Act PDF icon Employee Polygraph Protection Act
Employee Rights under the NLRA PDF icon Employee Rights under the NLRA
Equal Employment Opportunity PDF icon Equal Employment Opportunity November 1, 2022
External Revenue Form Office spreadsheet icon External Revenue Form
EyeMed Vision Claim Form PDF icon EyeMed Vision Claim Form
Facilities Work Request Facilities Work Request Link December 18, 2013
Family Medical Leave Act (FMLA) PDF icon Family Medical Leave Act (FMLA)
Federal Minimum Wage Law August 16, 2022
Flexible Spending Accounts (FSA) - Reimbursement Plan PDF icon Healthcare/Dental Reimbursement Plan
PDF icon Dependent Care Reimbursement Plan
Flexible Work Arrangement (FWA) Manager Log File fwa_manager_log.xlsx
FLSA Forms and Documents File FLSA Questionnaire
FMLA Revised Regulations PDF icon FMLA Revised Regulations
Form I-20 Sample Image icon I-20 Sample
Form SSA-7028 - Sample (Notice to third party of SSN assignments) PDF icon Form SSA-7028 Sample.pdf
Form T-200 PDF icon Form-T-200.pdf
Form T-400, CERTIFICATE OF LOCATION OF PROFESSIONAL SERVICES PDF icon Form T-400 CERTIFICATE OF LOCATION OF PROFESSIONAL SERVICES October 1, 2016
Form Template Microsoft Office document icon Form Template September 5, 2007
Genetic Information Nondiscrimination Act of 2008 PDF icon Genetic Information Nondiscrimination Act of 2008
Guide Template Microsoft Office document icon Guide Template October 17, 2006
Human Participants Human Research Forms & Templates September 12, 2013
IRS Form 8300 PDF icon f8300.pdf
PDF icon Form 8300 Sample
Lead Administrator Feedback on Change Partner Network File Lead Administrator Feedback on Change Partner Network
Life Insurance - forms PDF icon Absolute Assignment FORM
Life Insurance - Forms PDF icon GROUP LIFE INSURANCE CERTIFICATE AND SUMMARY PLAN DESCRIPTION
PDF icon GROUP LIFE INSURANCE POLICY Group Policy Amendments and Notice of Change
Life Insurance - Group Policy Amendments and Notice of Change PDF icon Group Policy Amendment No. 1
PDF icon Group Policy Amendment No. 2
PDF icon Group Policy Amendment No. 3
PDF icon Group Policy Amendment No. 4
PDF icon Group Policy Amendment No. 5
PDF icon Group Policy Amendment No. 6
PDF icon Group Policy Amendment No. 7
PDF icon Group Policy Amendment No. 16
PDF icon Notice of Plan Change
PDF icon Schedule of Insurance Life Insurance - Forms
Local 35 Training Form Microsoft Office document icon local-35-training-form.doc
Long-Term Care Monumental Plan
Long-Term Disability (LTD) Telephone Filing Instructions PDF icon Long Term Disability (STD) Telephone Filing Instructions April 10, 2019
Long-Term Disability - Amendments PDF icon Group Policy Amendment NO. 1
PDF icon Group Policy Amendment NO. 2
PDF icon Group Policy Amendment NO. 3
PDF icon Group Policy Amendment NO. 4
PDF icon Group Policy Amendment NO. 5
PDF icon Group Policy Amendment NO. 6
PDF icon Group Policy Amendment NO. 7
PDF icon Group Policy Amendment NO. 8
PDF icon Group Policy Amendment NO. 9
PDF icon Group Policy Amendment NO. 10
PDF icon Group Policy Amendment NO. 11
PDF icon Group Policy Amendment NO. 12
PDF icon Group Policy Amendment NO. 13
PDF icon Group Policy Amendment NO. 14
PDF icon Group Policy Amendment NO. 15
PDF icon Group Policy Amendment NO. 16
PDF icon Group Policy Amendment NO. 17
PDF icon Group Policy Amendment NO. 18 Long-Term Disability - Standard - Forms
Long-Term Disability - Standard - Forms PDF icon LONG TERM DISABILITY CERTIFICATE - POST DOCTORAL ASSOCIATES AND FACULTY MEMBERS (NO YURAP)
PDF icon LONG TERM DISABILITY CERTIFICATE - FACULTY AND M&P (YURAP)
PDF icon LONG TERM DISABILITY CERTIFICATE - MEDICAL SCHOOL FACULTY
PDF icon LONG TERM DISABILITY CERTIFICATE - NON-EXEMPT MEMBERS NOT REPRESENTED BY YPBA (NO YURAP)
PDF icon LONG TERM DISABILTIY CERTIFICATE - NON-EXEMPT MEMBERS NOT REPRESENTED BY YPBA (YURAP)
PDF icon LONG TERM DISABILTIY CERTIFICATE - M&P (NO YURAP) AND POLICE OFFICERS REPRESENTED BY YPBA
PDF icon LONG TERM DISABILITY POLICY Long-Term Disability - Amendments
M&P Job Evaluation Questionnaire
M&P Performance Management Resources
Managed Care PDF icon Managed Care
Medical - Aetna Plan Members (C&T and S&M) March 5, 2024
Medical - Aetna Plan Members (Faculty and M&P) March 4, 2024
Medical - Aetna Plan Members (Security) March 4, 2024
Medical - Aetna Plan Members (Yale Police Benevolent Association) February 26, 2024
Medical - YHP Members - forms
Medical – Yale Health Plan Members PDF icon Yale Health, Yale Police Benevolent Association
PDF icon Yale Health, Clerical & Technical, Service & Maintenance, Security
PDF icon Yale Health, Salaried
February 3, 2024
Military FMLA Leave Amendment PDF icon Military FMLA Leave Amendment
Model COI (Conflict of Interest) Disclosure Form PDF icon Model COI (Conflict of Interest) Disclosure Form January 28, 2013
Model COI Form File ModelCOIform.docx
Notice of Policy Applicable to Individual w/ Disability, Protected Veterans PDF icon Notice of Policy Applicable to Individual w/ Disability, Protected Veterans
OSHA PDF icon OSHA
Parking and Transit Forms Parking August 15, 2013
Policy Template Microsoft Office document icon Policy Template August 17, 2006
Post-Award Partnership Agreement PDF icon Post-Award Partnership Agreement March 1, 2016
Pregnancy Discrimination and Accommodation in the Workplace PDF icon ss46a_pregnancy_disability_poster.pdf
Pregnancy Discrimination and Accommodation in the Workplace - Spanish PDF icon ss46a_pregnancy_disability_poster_spanish.pdf
Procedure Template Microsoft Office document icon Procedure Template August 17, 2006
Request for Service (RIS) Yale Printing & Publishing Services Link February 28, 2002
Research Performance Progress Report (RPPR) Checklist File Research Performance Progress Report (RPPR) Checklist February 7, 2021
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