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| FORM NAME |
DESCRIPTION | CATEGORY |
| Academic Fellowship Appointment Form (RF) | Used to appoint an academic fellow to the Research Foundation payroll | Personnel Transactions |
| Address Form (RF) | Used to add or change a US, permanent or campus mailing address for Research Foundation employees | Personnel Transactions |
| Assignment Form (RF) | Used to appoint a person initially to Research Foundation payroll. Also used to reappoint a person that has had a one year or more break in service from RF payroll | Personnel Transactions |
| B-140W Tuition Waiver Form | Apply for employee tuition assistance for classes taken at any SUNY campus | Tuition Reimbursement |
| CC-2E - Employee Application for Change in Title or Salary | Used when a classified employee wishes to submit a request for reclassification of her/his position | Classification and Compensation |
| Chancellor's Award Nomination for Classified Service | Nomination form for the Chancellor's award for Classified service | Salary Administration |
| Change Form (RF) | Use to process a change to an existing Research Foundation appointment | Personnel Transactions |
| Change of Name/Address/Marital Status Form | Used to update an employee's name, address, and/or marital status | Personnel Transactions |
| Check Delivery Signature Form (RF) | Used to change or add an employee's authorization to receive a departments' Research Foundation checks | Payroll and Paychecks |
| Check Delivery Signature Form (State) | Used to add or change authorized signatures for state paycheck delivery | Payroll and Paychecks |
| Classified Bi-weekly Time and Attendance Report (Full-Time) | Used by full-time classified employees to record their bi-weekly time and attendance | Time and Attendance |
| Classified Full-time Biweekly Timesheet (Electronic Version) | Used by full-time classified employees to record their bi-weekly time and attendance | Time and Attendance |
| Classified Semi-Annual Time and Attendance Report (Part-Time) | Used by part-time classified employees to summarize their time accrual usage for the previous six month period | Time and Attendance |
| Classified Semiannual Time and Attendance Report (Full-time) | Used by full-time classified employees to summarize their time accrual usage for the previous six month period | Time and Attendance |
| Classified Semiannual Time and Attendance Report (Full-time) (Electronic Version) | Used by full-time classified employees to summarize their time accrual usage for the previous six month period | Time and Attendance |
| Compensatory Time Form | Used by professional employees and supervisors to record use of compensatory time | Time and Attendance |
| Compensatory Time Recordkeeping Form (State) | Used by Non-exempt professional employees with irregular professional obligations and/or who worked more than 40 hours per week | Time and Attendance |
| Council 82 Employee Performance Evaluation Rating Form | Used to evaluate an employee represented by Council 82 | Performance Management |
| CSEA Performance Appraisal | Used to evaluate an employee represented by CSEA | Performance Management |
| CSEA Performance Program | Used to establish a performance program for an employee represented by CSEA | Performance Management |
| CSEA Probationary Period Evaluation | Used to evaluate a CSEA employee while on probation | Performance Management |
| Delta Dental Form (RF) | Used by Research Foundation employees to be reimbursed for out-of-network dentists for Delta Dental | Benefits |
| Direct Deposit Enrollment Form (RF) | Used by eligible Research Foundation employees to either begin, change or cancel direct deposit of their payroll check | Payroll and Paychecks |
| Direct Deposit Enrollment Form (State) | Used to request that bi-weekly paychecks be deposited into the account or accounts of choice | Payroll and Paychecks |
| Emergency Notification Form | Used to provide contacts who should be notified in case of emergency | Employment/Recruitment |
| Employee Biographical Data Form | Used to collect a new employee's biographical information | Personnel Transactions |
| Employee Data Access Form | Used to request access to employee data in BARS, InfoSource and/or People and Money | Systems Access |
| Employee Handbook Acknowledgment Form (RF) | Used to acknowledge receipt of the RF Employee Handbook | Employment/Recruitment |
| Employment Application (RF) | Used when applying for a position with the Research Foundation, if not already completed in UB Jobs | Employment/Recruitment |
| ERS Application for Service Retirement (State) | Used to apply for service retirement with the Employees' Retirement System | Retirement |
| ERS Membership Registration Form | Used to enroll in the Employees' Retirement System when joining the retirement system | Retirement |
| ERS Request for Estimate of Pension (State) | Used by an employee to request a pension estimate from the Employees' Retirement System | Retirement |
| Exempt Performance Evaluation Form (RF) | Used to evaluate exempt Research Foundation employees (PDF) | Performance Management |
| Exempt Performance Evaluation Form (RF) (Word version) | Used to evaluate exempt Research Foundation employees (Word) | Performance Management |
| Exempt Staff Monthly Attendance Exemption Report (RF) | Used by exempt Research Foundation employees to summarize their time accrual usage for the previous month | Time and Attendance |
| Extra Service Compensation Request for Prior Approval | Used when an employee primarily appointed at UB is requesting approval to perform extra service at UB | Personnel Transactions |
| Extra Service Compensation Request for Prior Approval of Supported Graduate Students | Use for teaching and graduate assistants primarily appointed at UB requesting to perform extra service at UB | Personnel Transactions |
| Extra Service Payroll Voucher | Used to record dates and times of extra service | Payroll and Paychecks |
| Extra Service Request for Prior Approval of M/C Employees | Used to request approval for a Management/Confidential employee to perform extra service | Personnel Transactions |
| Extra Service Request for Prior Approval of UUP (BU-08) Employees | Used to request approval for a UUP employee to perform extra service at another SUNY (not state) agency. | Personnel Transactions |
| Extra Service/Dual Employment Approval Form (State) | Used to request approval for extra service for an employee primarily active at another state agency | Payroll and Paychecks |
| Extra Service/RESEARCH FOUNDATION Compensation Approval Form | Extra Service/RESEARCH FOUNDATION Compensation Approval Form | Personnel Transactions |
| Faculty and Professional Monthly Time and Attendance Report | Used by faculty and professional staff to summarize time accrual usage for the previous month | Time and Attendance |
| Faculty and Professional Semiannual Time and Attendance Report | Used by faculty and professional staff to summarize their time accrual usage for the previous six month period | Time and Attendance |
| Faculty and Professional Semiannual Time and Attendance Report (Electronic Version) | Used by faculty and professional staff to summarize their time accrual usage for the previous six month period | Time and Attendance |
| Faculty Financial Disclosure Exemption Application | Used to request an exemption from financial disclosure for faculty. | Financial Disclosure |
| FLSA Checklist | Fair Labor Standards Act Exempt/Nonexempt checklist | Classification and Compensation |
| Full-Time Classified Bi-Weekly Deficit Reduction Leave Timesheet | Used by full-time classified employees to record their bi-weekly time and attendance | Time and Attendance |
| Full-Time Classified Semi-Annual Deficit Reduction Leave Timesheet | Used by full-time classified employees to summarize their time accrual usage for the previous six month period | Time and Attendance |
| GSEU Health Insurance Enrollment/Change Form (PS-404G) | Used to enroll in or change status with the State graduate and teaching assistants' health insurance | Benefits |
| GSEU Monthly Attendance and Leave Report | Used by State graduate and teaching assistants' to record their monthly time and attendance usage | Time and Attendance |
| GSEU Semi-Annual Attendance and Leave Report | Used by State graduate and teaching assistants to summarize their time and attendance accrual usage for the previous six-month period | Time and Attendance |
| HIPAA Authorization Form (RF) | Used by Research Foundation employees to authorize assistance with insurance claim problems | Benefits |
| Holiday Pay Waiver Form | Holiday Pay Waiver Form | Payroll and Paychecks |
| Honoraria Form | Used to pay honoraria to individuals with no New York State employee affiliation for performing services at UB | Payroll and Paychecks |
| Honoraria Reporting Form | Used to report honoraria income for ethics purposes | Financial Disclosure |
| Hourly Timesheet (RF- Excel Format) | Timesheet used for RF Hourly employees | Payroll and Paychecks |
| Hourly Timesheet (State) | Used by hourly employees to record dates and times worked during a specific payroll period | Payroll and Paychecks |
| I-9 Form | Used to verify an employee's eligibility to work in the United States | Personnel Transactions |
| Independent Health Enrollment/Change Form (RF) | Used by Research Foundation employees to enroll or make changes with Independent Health | Benefits |
| IT-2104 (NYS Employee's Withholding Allowance Certificate) | New York State tax withholding form | Payroll and Paychecks |
| IT-2104.1 NYC/Yonkers Certificate of Non-Residence | NYC or Yonkers certificate of non-residence tax withholding form | Payroll and Paychecks |
| IT2104E - NYS Exemption From Withholding | Used to claim exemption from New York State tax | Payroll and Paychecks |
| Job Description Form (RF) | Used to create a job description for a Research Foundation position | Classification and Compensation |
| Labor Distribution Form (RF) | Used only to make changes to the project/task/award number that an employee is appointed to | Personnel Transactions |
| LEAP Application Form (State) | CSEA/LEAP Voucher/reimbursement form for a LEAP tuition benefit | Tuition Reimbursement |
| M/C Classified Performance Evaluation Appraisal | Used to evaluate a M/C Classified employee | Performance Management |
| M/C Classified Performance Evaluation Program | Used to establish a performance program for M/C Classified employee | Performance Management |
| M/C Professional Monthly Timesheet | M/C Professional Monthly Timesheet(Excel Format) | Time and Attendance |
| M/C Professional Semi-Annual Timesheet | M/C Professional Semi-annual Timesheet (Excel) | Time and Attendance |
| Non-Exempt Employees Bi-Weekly Attendance Report (RF) | Used by non-exempt Research Foundation employees to summarize their time accrual usage for the previous bi-weekly period | Time and Attendance |
| Non-Exempt Performance Evaluation Form (RF) (PDF version) | Used to evaluate non-exempt Research Foundation employees (PDF) | Performance Management |
| Non-Exempt Performance Evaluation Form (RF) (Word version) | Used to evaluate non-exempt Research Foundation employees (Word) | Performance Management |
| Nonresident Alien Tax Treaty Exemption (8233) | Used for tax treaty exemption on wages or honoraria | Payroll and Paychecks |
| NYSCOPBA Employee Performance Evaluation Rating Form | Used to evaluate an employee represented by NYSCOPBA | Performance Management |
| NYSCS Secretary 1 and 2 application | New York State Civil Service Application for Secretary 1 or 2 exam | Employment/Recruitment |
| Oath of Office Card | Certifies that a State employee has read and understands the NYS Public Officer's Law | Personnel Transactions |
| Overtime/Holiday Pay/Intermittent Inconvenience Pay Wage Voucher (State) | Used to record the dates and times of overtime, holiday and/or inconvenience pay that were worked during a specific payroll period | Payroll and Paychecks |
| Part-Time Bi-weekly Classified Time and Attendance Report | Bi-weekly timesheet to be used by part-time classified employees | Time and Attendance |
| Part-Time Classified Bi-Weekly Deficit Reduction Leave Timesheet | Bi-weekly timesheet to be used by part-time classified employees | Time and Attendance |
| Part-Time Classified Semi-Annual Deficit Reduction Leave Timesheet | Used by part-time classified employees to summarize their time accrual usage for the previous six month period | Time and Attendance |
| PEF Performance Appraisal & Rating | Used to evaluate an employee represented by PEF (PS&T) | Performance Management |
| PEF Performance Evaluation Program | Used to establish a performance program for an employee represented by PEF (PS&T) | Performance Management |
| PEF Performance Evaluation Worksheet | Used to assess performance for evaluation of employee represented by PEF (PS&T) | Performance Management |
| Point Factor Analysis | Used to analyze the qualifications of potential employees | Classification and Compensation |
| POMCO Enrollment Form (RF) | Used by Research Foundation Grads and Fellows to enroll in health insurance with POMCO. | Benefits |
| Prior Service Credit for Retirement (RF) | Used to apply for prior service credit towards the Research Foundation basic retirement plan | Retirement |
| Professional (Non-Exempt) Employees' Timesheets (State) | Used by non-exempt professional employees to record time and attendance accrual usage | Time and Attendance |
| Professional (Non-Exempt) Monthly Attendance and Leave Report (State) | Used by non-exempt professional employees to record their monthly time and attendance accrual usage | Time and Attendance |
| Professional (Non-Exempt) Semiannual Attendance and Leave Report (State) | Used by non-exempt professional employees to summarize time and attendance accrual usage for the previous six-month period | Time and Attendance |
| Professional Employee Request for Prior Service Credit | Used by newly hired, full-time professional staff employees to request the use of prior service credit towards permanent appointment in the professional title here at UB. Such prior full-time service must have been earned at a SUNY college or university, other than UB, in a State-funded, professional title. Note that all requests requiring approval by the Provost must be accompanied by a letter of justification from the dean/vice president. | Employment/Recruitment |
| Professional Employee Request for Prior Service Credit | Used by newly hired, full-time professional staff employees to request the use of prior service credit towards permanent appointment in the professional title here at UB. Such prior full-time service must have been earned at a SUNY college or university, other than UB, in a State-funded, professional title. Note that all requests requiring approval by the Provost must be accompanied by a letter of justification from the dean/vice president. | Personnel Transactions |
| Professional Financial Disclosure Exemption Application | Used to request an exemption from financial disclosure for professional employees | Financial Disclosure |
| Professional Service Position Description (UUP) | Used to collect data regarding a professional service position's duties, contacts, supervision, and problem solving requirements | Classification and Compensation |
| PS-404 New York State Benefits Enrollment/Change (NYSHIP)(State) | Used by State employees to enroll in or change status with a health insurance plan | Benefits |
| Request for Approval of the Employment of a Retired Public Employee in the Classified Service (CSC-1) | Used for approval when hiring a rehired retiree in classified service under Section UP211 | Retirement |
| Request for Change in Professional Obligation to College Year | Used to request change in professional obligation from 12 months to 10 months. | Classification and Compensation |
| Request for Leave for Classified Service Employees | Used by classified employees (CSEA) for requesting time off from work | Time and Attendance |
| Request to Hire Student Assistant without a SSN | Used to generate Employment Verification Letter for Student Assistants | Personnel Transactions |
| RF Project Assistant Monthly Leave Summary | Monthly Leave Summary for Project Assistant with the Research Foundation | Time and Attendance |
| Salary Reduction Agreement (RF) | Used by an employee to authorize and indicate a pre-tax payroll deduction for a tax deferred annuity | Retirement |
| Salary Reduction Agreement (State) | Used by an employee to authorize and indicate a pre-tax payroll deduction for a tax deferred annuity. | Retirement |
| Self-Identification of Disabled Individuals (RF) | Used by employees to identify themselves as disabled | Employment/Recruitment |
| Self-Identification of Special Disabled Veterans and Vietnam Era Veteran (RF) | Used by employees to identify themselves as a special disabled veteran or a Vietnam era veteran | Employment/Recruitment |
| Social Security Refund Nonresident Alien | Used by an employee to request a refund on Social Security Tax erroneously withheld by a nonresident alien. | Payroll and Paychecks |
| Social Security Refund U.S. Citizen | Used by an employee to request a refund on Social Security Tax erroneously withheld by a US citizen. | Payroll and Paychecks |
| Student Assistant Timesheet (State- Excel Format) | Excel form used by a student assistant to record dates and times worked during a specific payroll period. | Payroll and Paychecks |
| Student Assistant Timesheet (State- PDF Format) | PDF enabled form used by a student assistant to record dates and times worked during a specific payroll period | Payroll and Paychecks |
| Summer Appointment Certification (RF) | Used to appoint 10-month faculty to a summer appointment through the Research Foundation | Personnel Transactions |
| Termination Form (RF) | Used to terminate someone from the Research Foundation payroll | Personnel Transactions |
| TIAA-CREF Designation of Beneficiary | Used to update/change beneficiary information with TIAA-CREF | Retirement |
| TIAA-CREF Retirement Enrollment Application (State) | Used to enroll in TIAA-CREF when joining the retirement system | Retirement |
| TRS Application for Membership Form | Enrollment form for NYS Teachers' Retirement System | Retirement |
| TRS Request for Estimate of Pension | Used by an employee to request a pension estimate with the Teachers' Retirement System | Retirement |
| UB Jobs User Access | Used to request access to the UB Jobs classification and recruitment system | Employment/Recruitment |
| UBF Performance Evaluation | Used to evaluate a University at Buffalo Foundation (UBF) employee | Performance Management |
| UBF Performance Program | Used to establish a performance program for a University at Buffalo Foundation (UBF) employee | Performance Management |
| Universal Health Insurance Enrollment Form (RF) | Used by Research Foundation employees to enroll in or make changes to benefits | Benefits |
| UP 211 (Classified Employees) | Used for approval when hiring a rehired retiree in classified service under Section UP211 | Personnel Transactions |
| UP 211 (Unclassified Employees) | Used for approval when hiring a rehired retiree in unclassified service under Section UP211 | Personnel Transactions |
| UP 212 (Election to be Employed Pursuant to Section 212) | Used to acknowledge earnings limits under Section UP212 for rehired retirees | Personnel Transactions |
| UUP Performance Appraisal | Used to evaluate an employee represented by UUP | Performance Management |
| UUP Performance Program | Used to establish a performance program for an employee represented by UUP | Performance Management |
| Vacation Donation Leave Form | Used to donate vacation days to a co-worker in need of additional leave accruals | Time and Attendance |
| Verification of First Day of Service (State) | Used to verify an employee's first day of state service | Personnel Transactions |
| W-4 Federal Tax Form | Federal tax form | Payroll and Paychecks |
| W-5 (Federal) Earned Income Credit Advance Payment Certification | Federal earned income credit form | Payroll and Paychecks |
| W-7 Form | Request for IRS individual taxpayer identification number | Payroll and Paychecks |
| W-8 BEN Form | Used for scholarship and fellowship tax treaties | Payroll and Paychecks |
| W-9 Form | Request for taxpayer identification number | Payroll and Paychecks |
| W2 Request Form | Used by employees to request a duplicate W-2 form | Payroll and Paychecks |
| Workers' Compensation Accident/Injury Report Form | Used to report an accident/injury which occurred in the course of employment | Workers' Compensation |
| Young Adult Children Health Insurance Enrollment Form (State) | Used by State enrollees to add children to coverage up to age 26 (eligible for coverage until the end of the month in which they turn age 26). | Benefits |