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Quick Links
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
Payee Setup 204 Individual/Sole Proprietor
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
Vendor Electronic Funds Authorization
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
Payee Setup 204 Individual/Sole Proprietor
Payee Setup 204 Business/Other
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
Vendor Electronic Funds Authorization
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
Step 1: Signer 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.
Step 2: Email Notification and Access
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
.
Step 3: Filling, Signing and Submitting
In the new browser window, the DocuSign PowerForm will be displayed. Complete the necessary fields, apply signature where indicated and click FINISH when done.
Step 4: What to expect when finished
The form will automatically be routed to the appropriate Financial Affairs office.
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