Financial Affairs Form Directory 

For detailed information regarding all forms, locate the financial process from the left navigation in which you need further information on. Click here for additional forms linked to UCOP, ITS, PPS, or Purchasing web sites.

Important Information

  • Internet Explorer requires specific browser settings
  • Did you get a login prompt?
  • Download Adobe Reader for PDFs
  • How to sort forms: To sort by "Form Name" or "Form Type"

    1. Select "Name" or "Type" column  
    2. Select either "Ascending or Descending" or from the list available
    3. Information will be displayed for chosen selection

    How to clear sorting: To clear the sorting filter and return to the forms directory

    1. Select the column with the "Filter Pin" or "Arrow" displayed
    2. Select "Clear Filter" from chosen column
    Backup_for_Overpayment.pdfBackup_for_Overpayment
    Bar_Code_Inventory.pdfBar_Code_Inventory
    Bar_Code_Inventory.xlsBar_Code_Inventory
    Campus_Permit_Alcoholic_Beverages.pdfCampus_Permit_Alcoholic_Beverages
    Cancel_Payroll_Deduction.pdfCancel_Payroll_Deduction
    Change_Fund_Custodian.pdfChange_Fund_Custodian
    Change_Fund_Custodian.xlsChange_Fund_Custodian
    Change_Fund_Verification.pdfChange_Fund_Verification
    Change_Fund_Verification.xlsChange_Fund_Verification
    Close_Cash_Fund.pdfClose_Cash_Fund
    Close_Cash_Fund.xlsClose_Cash_Fund
    CruzBuy_Account_Authorization.pdfCruzBuy_Account_Authorization
    CruzBuy_Account_Supplemental_Approvals.pdfCruzBuy_Account_Supplemental_Approvals
    Custody_Code_Custodian_Maintenance.pdfCustody_Code_Custodian_Maintenance
    Custody_Code_Custodian_Maintenance.xlsCustody_Code_Custodian_Maintenance
    Damage_Payment_Release.pdfDamage_Payment_Release
    Damage_Payment_Report.pdfDamage_Payment_Report
    Direct_Deposit_Authorization.pdfDirect_Deposit_Authorization
    Direct_Payment.pdfDirect_Payment
    Direct_Payment_MAC.xlsDirect_Payment_MAC
    Direct_Payment_PC.xlsDirect_Payment_PC
    Duplicate_W2_Request.pdfDuplicate_W2_Request
    EarningStatement_Exception.pdfEarningStatement_Exception
    EarningStatement_Exception_Español.pdfEarningStatement_Exception_Español
    EIMR.pdfEIMR
    EIMR.xlsEIMR
    EIMR_Fabrications.pdfEIMR_Fabrications
    EIMR_Fabrications.xlsEIMR_Fabrications
    Entertainment_Student_Reimburse.pdfEntertainment_Student_Reimburse
    Entertainment_Student_Reimburse_MAC.xlsEntertainment_Student_Reimburse_MAC
    Entertainment_Student_Reimburse_PC.xlsEntertainment_Student_Reimburse_PC
    Equipment_Loan_Agreement.pdfEquipment_Loan_Agreement
    Equipment_Loan_Agreement.xlsEquipment_Loan_Agreement
    Equipment_Removal.pdfEquipment_Removal
    Equipment_Removal.xlsEquipment_Removal
    Establish_PettyCash_ChangeFund.pdfEstablish_PettyCash_ChangeFund
    Establish_PettyCash_ChangeFund.xlsEstablish_PettyCash_ChangeFund
    FIS_Access_Request.pdfFIS_Access_Request
    Increase_Decrease_Fund_Amount.pdfIncrease_Decrease_Fund_Amount
    Increase_Decrease_Fund_Amount.xlsIncrease_Decrease_Fund_Amount
    Intercampus_OneTime_Pay_644CT.pdfIntercampus_OneTime_Pay_644CT
    Intercampus_OneTime_Pay_644CT_MAC.xlsIntercampus_OneTime_Pay_644CT_MAC
    Intercampus_OneTime_Pay_644CT_PC.xlsIntercampus_OneTime_Pay_644CT_PC
    Intercampus_Recharge_Order.pdfIntercampus_Recharge_Order
    Intercampus_Recharge_Order.xlsIntercampus_Recharge_Order
    Intercampus_Recharge_Order_Instructions.pdfIntercampus_Recharge_Order_Instructions
    Interlocation_Incoming_Memo.pdfInterlocation_Incoming_Memo
    Interlocation_Outgoing_Memo.pdfInterlocation_Outgoing_Memo
    Ledger_Review_Log.docLedger_Review_Log
    Ledger_Transaction_Calculation.docLedger_Transaction_Calculation
    Ledger_Transaction_Review_Certification.pdfLedger_Transaction_Review_Certification
    Manual_Signature_Authorization.pdfManual_Signature_Authorization
    Manual_Signature_Authorization_MAC.xlsManual_Signature_Authorization_MAC
    Manual_Signature_Authorization_PC.xlsManual_Signature_Authorization_PC
    Moving_Relocation_Reimbursement.pdfMoving_Relocation_Reimbursement
    Moving_Relocation_Reimbursement_MAC.xlsMoving_Relocation_Reimbursement_MAC
    Moving_Relocation_Reimbursement_PC.xlsMoving_Relocation_Reimbursement_PC
    NonResident_Alien_Hiring.pdfNonResident_Alien_Hiring
    Off_Campus_Equip_Verification.pdfOff_Campus_Equip_Verification
    Off_Campus_Equip_Verification.xlsOff_Campus_Equip_Verification
    Payee_Setup_204.pdfPayee_Setup_204
    Payee_Setup_204.xlsPayee_Setup_204
    Payee_Setup_Instructions.pdfPayee_Setup_Instructions
    Payroll_Salary_Advance_Request.pdfPayroll_Salary_Advance_Request
    Personal_Property_Liability.pdfPersonal_Property_Liability
    Personal_Property_Liability.xlsPersonal_Property_Liability
    PettyCash_BankAccount_Reconciliation.pdfPettyCash_BankAccount_Reconciliation
    PettyCash_BankAccount_Reconciliation.xlsPettyCash_BankAccount_Reconciliation
    PettyCash_Voucher.pdfPettyCash_Voucher
    Post_Travel_Expense.pdfPost_Travel_Expense
    Post_Travel_Expense.xlsPost_Travel_Expense
    Post_Travel_Expense_Instructions.pdfPost_Travel_Expense_Instructions
    Previous_Employment_Verification.pdfPrevious_Employment_Verification
    Reconciliation_PettyCash_Fund.pdfReconciliation_PettyCash_Fund
    Reconciliation_PettyCash_Fund.xlsReconciliation_PettyCash_Fund
    Reissue_Payroll_Check.pdfReissue_Payroll_Check
    Reissue_Vendor_Check.xlsReissue_Vendor_Check
    Scanner_Sign-Out.pdfScanner_Sign-Out
    Scanner_Sign-Out.xlsScanner_Sign-Out
    Scholarship_Fellowship_Worksheet.pdfScholarship_Fellowship_Worksheet
    Separation_Payment_AB2410.pdfSeparation_Payment_AB2410
    Separation_Payment_AB2410.xlsSeparation_Payment_AB2410
    Separation_Supplement_Pay_AB2410.pdfSeparation_Supplement_Pay_AB2410
    Separation_Supplement_Payment_AB2410.xlsSeparation_Supplement_Payment_AB2410
    Special_Check_Handling.pdfSpecial_Check_Handling
    Temporary_Campus_Appointment_560T.pdfTemporary_Campus_Appointment_560T
    Temporary_Campus_Appointment_560T_MAC.xlsTemporary_Campus_Appointment_560T_MAC
    Temporary_Campus_Appointment_560T_PC.xlsTemporary_Campus_Appointment_560T_PC
    Tier2_Accountablilty_Agreement.xlsTier2_Accountablilty_Agreement
    Transfer_of_Expense.xlsTransfer_of_Expense
    Transfer_of_Expense_MultipleAuthorizers.xlsTransfer_of_Expense_MultipleAuthorizers
    Travel_Advance_Instructions.pdfTravel_Advance_Instructions
    Travel_Advance_Request.pdfTravel_Advance_Request
    Travel_Advance_Request_MAC.xlsTravel_Advance_Request_MAC
    Travel_Advance_Request_PC.xlsTravel_Advance_Request_PC
    Travel_MileageLog_MultipleTrips.pdfTravel_MileageLog_MultipleTrips
    Travel_MileageLog_MultipleTrips.xlsTravel_MileageLog_MultipleTrips
    Travel_Trip_Number_Procedure.pdfTravel_Trip_Number_Procedure
    UCSC_Travel_Entertainment_Card.pdfUCSC_Travel_Entertainment_Card
    Vendor_Electronic_Funds_Authorization.pdfVendor_Electronic_Funds_Authorization
    Vendor_Electronic_Funds_Authorization.xlsVendor_Electronic_Funds_Authorization