Forms
Find the forms and documents you need for various Research Foundation tasks and processes.
Find by Category
Accounts Payable, Cashiering, Complaints, Hiring, Human Resources, Independent Contractors, Industry Agreement Requests, Sponsored Programs - Pre-Award, Sponsored Programs - Post-Award, Self-Support Programs, Performance Appraisal/Evaluation, P-Card, Travel, Workers Compensation
Accounts Payable
- ACH Enrollment Form: Faculty, Staff, Students [pdf]
- California Form 587: Nonresident Withholding Allocation Worksheet [pdf]
- California Form 590: Withholding Exemption Certificate [pdf]
- IRS Form W-8BEN Certificate of Foreign Status of Beneficial Owner for U.S. Tax Withholding and Reporting [pdf]
- IRS Form W9: Request for Taxpayer Identification Number and Certification [pdf]
- Justification for Percentage of Business Use [pdf]
- Payment Request Form
- Sole Source/Brand Name Justification [pdf]
- Supplier Request Form (2025.02)
Cashiering
Complaints
Human Resources
- Catastrophic Leave Donation Request [pdf]
- SJSURF Injury/Illness Investigation Report (DocuSign template)
- Request for Classification Review [pdf]
Independent Contractors
- Determination of Independent Contractor Status Checklist & Agreement - CA Only [pdf]
- Determination of Independent Contractor Status Checklist & Agreement - All Except CA [pdf]
- General Provisions for Independent Contractor Services - Non-Disclosure Agreement [pdf]
- Independent Contractor Proprietary Rights Assignment [pdf]
Industry Agreement Requests
- Confidential Disclosure Agreement Request
- Data Use Agreement Request
- Material Transfer Agreement Request
Office of Sponsored Programs: Post-Award
- In-Kind Contribution Report [pdf]
- Institutional Internal Approval Request [pdf]
- Institutional Internal Budget Revision Form [pdf]
- Inventory of Residual Inventory and Property (NASA) [pdf]
- New Technology Summary Report (NASA) [pdf]
- Online Invention Notification Form
- Request for Additional Authorized Signers [pdf]
- Sample Non-Service Stipend Award & Acceptance Letter (Non-Student) [pdf]
- Sample Non-Service Stipend Award & Acceptance Letter (Student) [pdf]
- Time Certification for In-Kind Contribution [pdf]
Office of Sponsored Programs: Pre-Award
- Biosketch Format (NIH)
- Biosketch Format (NSF) Refer to NSF PAPPG for Specific Requirements
- California Form 700-U (2021) (Non-Government) [pdf]
- Colleges and Universities Rate Agreement [pdf]
- Current and Pending Template (EPA) [pdf]
- Current and Pending Template (NSF) [doc]
- Current and Pending Sample (NIH) [doc]
- Financial Conflict of Interest (FCOI) Disclosure Form - 2a (All Government Agencies) [pdf]
- Financial Conflict of Interest (FCOI) Disclosure Form - 2b (All Government Agencies | Additional Entity Page) [pdf]
- Financial Conflict of Interest (FCOI) Disclosure Form: Addendum [pdf]
- Funding Alert System Instructions & Subscription Form [pdf]
- Funding Alert System Keyword List [pdf]
- Online Invention Notification Form
- OSP Information Sheet [pdf]
- Proposal Budget Justification Template [docx]
- Proposal Budget Template
- Salary Cap Calculator [xlsx]
- Proposal Preparation Checklist [pdf]
- Proposal Routing and Approval Form (PRAF) with Instructions [pdf]
- Proposal Submission Timeline Chart [pdf]
- Subrecipient Committment Form [pdf]
- Subrecipient - Service Agreement Determination Form [pdf]
Self-Support Programs
Performance Appraisal/Evaluation
Procurement Card ("P-Card")
- Maintenance Form [pdf]
- New Card Application [pdf]
- Remittance Form [pdf]
- Lost P-Card Receipt Form [pdf]
- Restricted Purchase Pre-Approval [pdf]
- Gift Card - Prepaid Card Log
Travel
- Request for Approval of Travel (RAT) [pdf] [Student and Non-Employee]
- Student Business Travel Certification Form [pdf] (2025.08)
- Travel Bulletin Update [pdf]
- Travel and Reimbursement Request [Student and Non-Employee]
- Travel Per Diem Rate Lookup
Workers Compensation
- SJSU Research Foundation Injury/Illness Investigation Report [pdf]
- California Employer's Report of Occupational Injury or Illness (DLSR 5020) [pdf]
