RF Forms (upload forms in the region below)

NOTE:  Several forms are already uploaded to portal under the Doing Business With the RF forms page. If you are linking to a form already posted on this page, use a URL item rather than a file item.

 

ALL BENEFITS FILES
Academic Fellowship Form (doc)
Academic Fellowship Form (PDF)
Accelerated Benefit Option Claim Form - NY (PDF)
Affidavit of Financial Interdependency (PDF)
Affidavit of Forged Maker/Endorsement Form (doc)
Alternate Payment Form/Request fo ACH Transactions for Internal Awards (XLS)
Alternate Payment Form - Request for Wire Transfer or Foreign Draft
American Express Business Travel Account Application Form (PDF)
American Express Business Travel Account (BTA): How to Complete the Applications (HTML)
American Express Corporate Card Program/Corporate Account Application
American Express Corporate Purchasing Card Account Agreement (PDF)
American Express Corporate Purchasing Card Application (PDF)
American Express Department Account Application (PDF)
American Express Fact Sheet (PDF)
American Express Supplement to the Corporate Purchasing Card Account Agreement (PDF)
Annual Acknowledgment and Certification of Compliance with the Code of Conduct (PDF)
Application for the American Express Corporate Card (CS 9000) (PDF)
Appointment Letter Template (doc)
Authorization for Health Care/Health Information Advocacy Form (PDF)
Authorization to Use RF Data Outside RF Business System (PDF)
Bank Account Request Form (PDF)
Benefit Effective Date Calculations
Benefit Plan Affidavit of Domestic Partnership (PDF)
Benefits Enrollment Form (PDF)
Benefits Handbook (PDF)
Benefits Termination Notice for Regular Employees (doc)
Benefits Termination Notice for Regular Employees (PDF)
Biweekly Attendance Report (doc)
Biweekly Attendance Report (PDF)
Business Travel Account Agreement (PDF)
Cash Transfer & Budget Adjustment Form
Certificate of Group Health Plan Coverage (PDF)
Citi Risk Assessment Form (PDF)
Citibank Program Administration Setup Form (PDF)
Citibank Risk Assessment Form (PDF)
Claim for Payment (PDF)
Client Information Checklist, Direct Card Issuance Spreadsheet (XLS)
COBRA Qualified Beneficiary Notice (doc)
COBRA Qualified Beneficiary Notice (PDF)
COBRA Election Form (PDF)
COBRA Election Form (doc)
COBRA General Notice (PDF)
COBRA General Notice (doc)
Completing IRS Form 8233 for Nonresident Alien (sample for teacher/researcher)
Confidentiality Agreement
Confirmation of IRC 501(c)(3) Tax Exempt Status letter (PDF)
Conflict of Interest Disclosure Statement - Annual
Conflict of Interest Disclosure Statement - Situational
Contract Paper Sample (PDF)
Corporate Hierarchy and Billing Information Worksheet (PDF)
Deceased Employee's Final Wage Payment Information Form (doc)
Deceased Employee's Final Wage Payment Information Form (PDF)
Delegation of Authority Form (doc)
Delegation of Authority Worksheet (PDF)
Delta Dental Coverage Certificate (PDF)
Delta Dental Fact Sheet (PDF)
Deputy OM Letter (template) (doc)
Detailed Delegation Template (xls)
Determination of Residency for Tax Purposes Process Diagram
Dependent Tax Affidavit for Enrolling Domestic Partner in the Benefits Program (PDF)
Direct Deposit Program Eligibility Authorization Form (PDF)
Disability Forms and Notices (HTML)
Distribution Adjustment Form (doc)
Distribution Adjustment Form (PDF)
Drug-free Workplace Policy (PDF)
E-verify Optional Clause (PDF)
Empire PPO Benefits Booklet (PDF)
Employee Assignment Form (doc)
Employee Assignment Form (PDF)
Employee Handbook Acknowledgment and Agreement Form (PDF)
Employee Mailing List - Vendor Letter of Agreement (PDF)
Employee Request for Leave Form (PDF)
Employment Application Form
Envelope Sample (PDF)
Equipment Floater Form (PDF)
Exception Report for Exempt Personnel (doc)
Exception Report for Exempt Personnel (PDF)
Exempt Organization Certification (PDF)
Exemption from Withholding on Compensation for Independent (and Certain Dependent) Personal Services of a Nonresident Alien Individual Sample Form
Expenditures by Project (PDF)
Extra Service Compensation Approval Form
Family and Medical Leave Act (FMLA) Leave Application for Continuation of Group Benefits (htm)
Family and Medical Leave Act (FMLA) Leave Application for Continuation of Group Benefits (PDF)
First B Notice (Doc)
First B Notice (PDF)
First Past Due Invoice Letter Request (PDF)
Flexible Benefits Plan - Participant Waiver Form for Regular Employees
Flexible Benefits Plan Participant Waiver Form for Graduate Student Employees (htm)
Flexible Spending Account Enrollment Form (PDF)
FLSA Duties Test Worksheets
Form 1 and Form 5 (PDF)
Form 1 and Form 7 (PDF)
Form 6 and BSROE (PDF)
Form 6 and Form 1 (PDF)
Form 6 and Form 4 (PDF)
Form 15 and Form 1 (PDF)
Form 15 and Form 4 (PDF)
Form 15 and BSROE (PDF)
Form B Template (doc)
Graduate Student Employee Health Plan (GSEHP) Dental Plan Brochure (PDF)
Graduate Student Employee Health Plan (GSEHP) Member Handbook (PDF)
Graduate Student Employee Health Plan (GSEHP) Vision Care Booklet (PDF)
Graduate Student Employee Health Plan Enrollment Form (PDF)
Group Life Insurance Claim Form (PDF)
Group Long Term Disability Insurance Certificate (PDF)
GSEHP COBRA Election Notice for Continuation of the Graduate Student Employee Health Plan (doc)
Guideline Template
IFR/CS Calculation of Award Charges Worksheet (XLS)
Hourly Attendance Report (doc)
Hourly Attendance Report (PDF)
Income Fund Reimbursable (IFR) Forms (HTML)
Independent Contractor Agreement (Word)
Independent Contractor Services Form
Independent Contractor Services Form
Individual Performance Program and Appraisal Form (PDF)
Instructions for Supervisors (PDF)
IRS Categories of Evidence
IRS Form 8233 Sample Completed for Employee (student)
IRS Form 8233 Sample Completed (independent contractor)
IRS Form 8233 Sample Statement (Teacher Researcher)
IRS Form 8233 Sample Statement (student)
IRS Form W-9 Sample Completed Statement
IRS Form W-9 Sample Completed
Job Aid - Quick Table - Residency Payroll System Entry
Job Aid - Quick Table - Residency AP System Entry
Key Total Treasury (LTT) Authorization Form (PDF)
Letter Sample (PDF)
Life Insurance Enrollment Kit (PDF)
LOA Other Than Family and Medical Leave - Application for Continuation of Group Insurance (htm)
Loss of Insurance Coverage Notice (doc)
Medco by Mail Order Form (PDF)
Memo - Tax Information for Fellowship Payments (doc)
Memo - Year End Monitoring for Tax Purposes
MIS Report Recipients Worksheet (PDF)
Moving Expense Reimbursement Request and Authorization Form (PDF)
NAFTA and Visa Status
NAFTA Professional List
New Award Billing Information Review Form (doc)
New Award Billing Information Review Form (PDF)
New Employee Orientation Checklist (PDF)
New or Updated Policy (DOC)
New or Updated Procedure-Guideline (DOC)
Nonresident Alien Academic Fellowship Tax Exemption Certificate
Nonresident Alien Fellows Income Taxation Process Diagram (PDF)
Nonresident Alien Independent Contractor, Rent Recipient or Royalty Recipient Tax Exemption Certificate
Nonresident Alien Participant Stipend Tax Exemption Certificate (PDF)
Notice of Compliance - Disability Benefits Law (PDF)
Notice of Compliance with Workers' Compensation Law (PDF)
NYS Standard Voucher (PDF)
NYS State Aid Voucher (PDF)
Obtaining Tax Identification Numbers (TIN) Process Diagram
OMB Circular A-133 - Written Notication of Audit Compliance (doc)
Optional Retirement Plan Salary Reduction Agreement for Tax Deferred Retirement Benefits (PDF)
Oracle Information Change Form (doc)
Oracle Information Change Form (doc)
Oracle Information Change Form (PDF)
Organizational Change Notification Form (doc)
Organizational Change Notification Form (PDF)
Outstanding Check Letter (PDF)
Overview of Tax and Reporting Compliance Process Diagram (PDF)
Participant Stipend Form (PDF)
Participant Stipend Form (Word)
Patent Waiver and Release Agreement
Payment Method Direct Deposit of Salary Form (PDF)
Payment Method Direct Deposit of Salary (doc)
Payment Method: Additional Direct Deposit Information (PDF)
Payment Method: Additional Direct Deposit Information (doc)
Payment Reporting Letter (Word)
Payroll Balance Adjustment Form (PDF)
Payroll Balance Adjustment Form (doc)
Payroll Check Correction Form (PDF)
Payroll Check Correction Form (doc)
Payroll Collections Attachment 1 (PDF)
Performance Program Summary for Employees (PDF)
Performance Appraisal Forms (HTML)
Petty Cash Request (PDF)
Policy on the Employment of Special Disabled, Vietnam Era, and Other Protected Veterans (PDF)
Policy on Nondiscrimination on the Basis of Age
Policy on Nondiscrimination on the Basis of Sexual Orientation
Policy Template
Post Travel Checklist
Pregenerated Distribution Line Award to Award Request Form (PDF)
Pregenerated Distribution Line Suspense-OIA to Award Request Form (PDF)
Pre-Travel Checklist
Prevailing Wage Request Form for H1B Professionals (PDF)
Procedure Template
Proof of One Year Residency (PDF)
Property Status Change Request (PDF)
Procedure for Resolving Allegations of Workplace Discrimination (PDF)
Public Voucher (PDF)
Purchase Requisition Form (PDF)
Qualified Transportation Benefits Program (doc)
Qualified Transportation Benefits Program (PDF)
Request for Alien Information for Employees and Fellows (pdf)
Request for Alien Information for Employees and Fellows (excel)
Request for Alien Information for Miscellaneous Income (pdf)
Request for Alien Information for Miscellaneous Income (excel)
Request for Copy of Tax Statement (PDF)
Request for Copy of Tax Statement (doc)
Request for Original or Corrected 1099-misc or 1042-s Tax Statement (doc)
Request for Original or Corrected 1099-misc or 1042-s Tax Statement (PDF)
Request for Taxpayer Identification Number and Certification (PDF)
Request for Campus Supplier Payments (PDF)
Request for Special Handling of Protected Health Information (PHI) (PDF)
Research Management and Support Awards New Award Request Form
Residency Determination Monthly Review memo
Retirement Plan Service Credit Verification (PDF)
RF Campus Authorized Signature Form (doc)
RF Catch All Form (PDF)
RF Cumulative Form (PDF)
RF Cumulative Invoice Form (XLS)
RF Current Expenditures Only (PDF)
RF Employment Application
RF Employment Application (fillable form)
RF Fixed Price Invoice (PDF)
RF Overview (PDF)
RF Policies and Procedures Handouts
RF Property Management Overview Process Diagram (PDF)
Salary and Wages Cost Transfer Form (doc)
Salary and Wages Cost Transfer Form (PDF)
Salary Schedule 1 Research Technical Support and Service Classification Series II
Salary Schedule 2 Research Technical Support and Service Classification Series
Salary Schedule 3 - Research/Clinical Investigator Classification
Salary Schedule 4 Project/Program Administration Classification Series
Salary Schedule 5 Exempt Salary Structure
Salary Schedule 6 Nonexempt Salary Structure
Sample Affidavit Letter (HTML)
Sample Affidavit Letter (PDF)
Sample Completed W-8BEN for a Fellow (PDF)
Sample Completed W-8BEN for Royalty (PDF)
Sample Letter Verifying Permanent Research Position (HTML)
Sample Letter Verifying Permanent Research Position (doc)
Sample Reply Letter for Medical Child Support (doc)
Second B Notice (Doc)
Second B Notice (PDF)
Second Past Due Invoice Letter Request (PDF)
Self-Identification of Disabled Individuals (PDF)
Self Identification of Special Disabled Veterans, Vietnam Era, and Other Eligible Veterans Form PDF
Signature Authorization Form (Word)
Split Facilities and Administrative Cost Approval Form (doc)
Split Facilities and Administrative Cost Approval Form (PDF)
State Minimum Weekly Salary Rate for Exemption from Overtime Provisions
Statement of Dependence of Domestic Partner's Child for Participation in the RF Health Insurance Plan (PDF)
Statement of Policy on Equal Employment Opportunity (PDF)
Statement of Policy on Sexual Harassment (PDF)
Subrecipient Monitoring Checklist (PDF)
Substantial Presence Test Process Diagram
SUNY IFR Cost Sharing Appointment Change Form (doc)
SUNY IFR/Cost Sharing Appointment/Change Form Instructions (HTML)
SUNY IFR Cost Sharing Appointment Change Form (PDF)
Supplier File Guide
Supplier File Request Form (PDF)
Supplier File Request Form - R12 (PDF)
Supplier Merge Request Form (PDF)
Tax Decision Tool (SWF)
Tax Exemption Expiration Memo (doc)
Tax Implications for Personal Use Vehicle - Annual Lease Value Method
Tax Implications for Personal Use Vehicle - Fixed Rate Per Mile Method
Tax Information for Nonresident Alien Employees Memo
Tax Treaty Eligibility Resident Alien Status (doc)
Taxable Benefit Use Log (XLS)
Taxable Meal Payment Request and Authorization Form (PDF)
Taxable Meal Payment Request and Authorization Form (Word)
Taxable Value of Personal Use of an RF Provided Vehicle (PDF)
Termination of Domestic Partnership Form (PDF)
Third Past Due Invoice Letter Request (PDF)
Transmittal Memorandum for DBL (PDF)
Transmittal Memorandum for DBL and VSTD (PDF)
Transfer of Costs Approval Form (xls)
Transmittal for Deposit Form (PDF)
Transmittal for Deposit Form (XLS)
Transportation Benefits Brochure (PDF)
Travel Payment Request Form (doc)
Travel Payment Request Form (PDF)
Twenty Factor Common Law Test
Unemployment Insurance Form IA 12.3 (PDF)
US Citizen, Permanent Resident, Resident Alien Fellows Income Taxation Process Diagram (PDF)
Vacation Payment at Termination Form (PDF)
Verification of Break Period/Prior Service Credit
Vision Care Claim Form (PDF)
Vision Plan Brochure
Voluntary Short Term Disability Enrollment Kit (PDF)
Workers' Compensation Direct Loss Reporting Guide (PDF)
Workers' Compensation Reimbursement Request Form (PDF)
Working Relationship Form
Young Adult Election and Eligibility Form (doc)
Young Adult Election and Eligibility Form (PDF)
Young Adult Insurance Coverage Election Notice (doc)
Your Benefits: A Quick Reference Guide (PDF)
Your Benefits: A Quick Reference Guide (Graduate Students)
Your Prescription Drug Benefit Handbook (PDF)