Forms must be filled out in Adobe Reader or Acrobat Professional 8.1. To save completed forms, Acrobat Professional is Required. To obtain a copy of Acrobat Professional as a UCSC employee click here.
Determining which forms are Writable PDFs
Many of the PDF forms available on this site are writable PDFs. Writable PDFs allow you to enter information into form fields on the computer, and then print, save, or email the completed form. These forms may also be printed out blank and manually filled.
Writable PDFs are designated with the PDF Pencil Icon. In the example below, the Payee_Setup_204 is a writable PDF.
Accessing Writable PDFs
Writable PDFs can be opened directly by clicking its respective link on the Financial Affairs website. Additionally, the form may be saved to your computer first (by right-clicking and selecting "Save As", or by holding Control and clicking on Macs) and then completed. Since the forms are updated periodically, it is recommended a new version be downloaded regularly.
Entering information into Writable PDFs
Writable PDFs must be filled out using Adobe Reader (available at http://get.adobe.com/reader) or Adobe Acrobat Professional. Version 8.1 or better is required. Once the form is opened using either of these programs, you may access the field in which you want to enter information by clicking it or pressing the "tab" key to move in a linear fashion between fields. Note that only the blue highlighted fields are writable. After you have completed the form, it may be saved or printed.
IMPORTANT: Please note that in order to save a Writable PDF with user-entered information, Adobe Acrobat Professional is required. Adobe Reader will only allow for the customized form to be viewed, completed, and printed.