For more information on accounting policies, procedures, training, and more, please visit the Accounting Services webpage. Information on how to contact Accounting Services is located here.
| Form | Revision Date |
|---|---|
| Agreements Worksheet - GASB | August 2022 |
| Chargeback Fee Request | September 2012 |
| SACST Campus Cost Recovery/Chargebacks Transfer Request (for Service Providers only) | May 2020 |
| SACST Expenditure Transfer Request | May 2020 |
| SACST Revenue Transfer Request | May 2020 |
| SACST Sponsorship Transfer Request | September 2020 |
| Public User Fee Request | March 2022 |
| Request for Closure of Trust Fund | February 2014 |
| Request for Closure Scholarship Fund | June 2013 |
| Request for Revision of Trust Fund | October 2014 |
| Request for Trust Fund | August 2016 |
| Payment to Student Request Form | April 2023 |
| SAFDN Transfer Request | October 2023 |
The Accounts Payable & Travel webpage has resources and information, including policies, procedures, and updates on travel.
| Form | Revision Date |
|---|---|
| Acrobat Sign Payment Approval - Direct Payment Request | December 2022 |
| Acrobat Sign Payment Approval - Invoice | April 2021 |
| Acrobat Sign Payment Approval - Reimbursement Request | December 2022 |
| Acrobat Sign User Guide - Direct Payment Request | December 2022 |
| Acrobat Sign User Guide - Invoice | April 2021 |
| Acrobat Sign User Guide - Reimbursement Request | December 2022 |
| Automatic Clearing House Form - ACH | August 2024 |
| Check Replacement Application - For Students & Vendors | February 2022 |
| Check Replacement Application - Parent Plus Loan | February 2022 |
| Concur Cash Advance Setup Request | August 2021 |
| Disbursement Log for Awards, Prizes and Gift Cards with samples | July 2024 |
| EFT - Electronic Funds Transfer | August 2024 |
| EFT - Electronic Funds Transfer Instructions | August 2024 |
| Generic Invoice Form | March 2008 |
| Hospitality Justification Form | July 2024 |
| Hospitality Justification Form - Concur Only | January 2024 |
| Hospitality Justification Form - User Guide | July 2024 |
| Hotel/Motel Transient Occupancy Tax Waiver STD 236 | July 2023 |
| Missing Receipt Affidavit | September 2019 |
| Moving & Relocation Expense Worksheet | April 2023 |
| Non-Employee Travel Claim Worksheet | Janurary 2023 |
| Travel Advance Check - Pick-up Authorization Form | September 2021 |
| Travel Policy Exception Justification | April 2024 |
| US Bank Concur Travel Card Application (Concur) | May 2022 |
| Vendor Data Record (204 Form) | November 2017 |
The Benefits Office webpage provides information and resources on faculty and staff health benefits, benefit FAQs, leaves of absence, COVID resources, and much more.
| Form | Revision Date |
|---|---|
| Affidavit of Parent-Child Relationship | June 2015 |
| Affidavit of Marriage | January 2018 |
| CalPERS Beneficiary Designation Form | May 2016 |
| Catastrophic Leave Donation | Sept 2017 |
| Dependent Care Reimbursement Account | TBD |
| Health Care Reimbursement Account | TBD |
| Health/Dental/Vision New Hire Worksheet | April 2024 |
| Notice of Intent to Retire - Faculty | January 2024 |
| Notice of Intent to Retire - Staff/MPP | August 2020 |
| Part-Time, Seasonal or Temporary (PST) Retirement Plan Benefit Payment Application | June 2017 |
| Standard Insurance Beneficiary Designation | May 2018 |
| Vision Service Plan CVC Claim Form | Dec 2020 |
Budget Planning & Administration partners with numerous campus entities, including the President, to develop and the Campus Operating Budget. They also ensure compliance and transparency by producing the university's annual report. They can be reached here.
| Form | Revision Date |
|---|---|
| Budget Transfer Instructions | February 2023 |
| Budget Transfer | February 2023 |
| Class Chartfield Request | June 2021 |
| HR Adjustment Request (LCD/Payroll Adj.) | October 2021 |
| Staff Release Time | March 2023 |
| "Reports To" Change | September 2022 |
| Request for New Position Number (Acrobat Sign) | September 2022 |
| Category IV and V Fee Proposal - For Presidential Review | November 2023 |
| Category IV and V Fee Proposal - Chartstring Change | November 2016 |
| Position Vacancy Extension Request | March 2023 |
| New Position Questionnaire | June 2023 |
The Bursar's Office manages all of the university's cashiering needs, including refunds, financial aid disbursements, and payments to the university. Their website has resources for due dates, online payment options, and others. They can be reached here.
| Form | Revision Date | |
|---|---|---|
| Declined Aid Form | January 2017 | |
| Invoice Request Form | March 2024 | |
| PCI Document Packet Submission | May 2024 | |
| Petty Cash Reimbursement | December 2019 | |
| Petty Cash No Receipt Reimbursement Request | January 2024 | |
| Refund Application | March 2024 | |
| (FALL) Residency Reclassification Packet | December 2023 | |
| (SPRING) Residency Reclassification Packet | December 2023 | |
| Temporary Mailing of Paycheck Form [Acrobat Sign Form] | Form Instructions | April 2020 |