Payee Setup 204 Form Helper

See the UCSC Payments and Reimbursements resource for more information about processing.

University Affiliation

University Affiliation of Payee

UCSC Faculty, Staff, or Student (CruzID Gold Access) Non-UCSC (Campus Affiliates, Vendors, Other)

DocuSign Links

Establish a New Payee with UCSC or Update an Existing Payee

The Payee Setup 204 form is required to be on file for any individual intending to receive payment from the University.
The 204 form also includes the optional Vendor Electronic Funds Authorization (VEFA) form on page 2 to establish electronic payments (direct deposit).
- Important: Filling out the VEFA as part of the 204 form negates the need for a stand-alone VEFA form below.

Establish Electronic Payments for an Existing Payee

The Vendor Electronic Funds Authorization (VEFA) form authorizes the University to make payments to individuals electronically.
Alternately, the VEFA is included as part of the Payee Setup 204 form above, and can be completed at that time instead.
Important: The stand-alone VEFA form below is used to add or update direct deposit information and should only be completed if there is already a Payee Setup 204 form on file.

DocuSign Link(s)

Establish a New Payee with UCSC or Update an Existing Payee

The Payee Setup 204 form is required to be on file for any individual or business intending to receive payment from the University of California, Santa Cruz.
The 204 form also includes the optional Vendor Electronic Funds Authorization (VEFA) form on page 2 to establish electronic payments (direct deposit).
- Important: Filling out the VEFA as part of the 204 form negates the need for a stand-alone VEFA form below.

Establish Electronic Payments for an Existing Payee

The Vendor Electronic Funds Authorization (VEFA) form authorizes the University of California, Santa Cruz, to make payments to a business or individual electronically.
Alternately, the VEFA is included as part of the Payee Setup 204 form above, and can be completed at that time instead.
Important: The stand-alone VEFA form below is used to add or update direct deposit information and should only be completed if there is already a Payee Setup 204 form on file.

Submit Information

Non-UCSC Submit Information

Enter Full Name and Email at the PowerForm Signer Information window and click BEGIN SIGNING.
Note: After clicking BEGIN SIGNING, the page will refresh and a small blue pop-up window will appear confirming that:
“Your PowerForm has been successfully activated for signing. Email notifications will be sent”.
The PowerForm Signer Information window can then be safely closed.

An email will arrive at the address specified in the previous step. Locate and click open the email from UCSC Financial Affairs via DocuSign. Click the gold button labeled REVIEW DOCUMENT to open the form in a new DocuSign window.
Note: If an email notification was not received, please contact finaff-tech@ucsc.edu.

In the new browser window, the DocuSign PowerForm will be displayed. Complete the necessary fields, apply signature where indicated and click FINISH when done.

The form will automatically be routed to the appropriate Financial Affairs office.

Financial Affairs