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Payee Setup 204 Form Helper

See the UCSC Payments and Reimbursements resource for more information about processing.
University Affiliation
University Affiliation of Payee

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 Step 2: Email Notification and Access Step 3: Filling, Signing and Submitting Step 4: What to expect when finished
  • The form will automatically be routed to the appropriate Financial Affairs office.
Preliminary Information
Preliminary Information
(Organization name for display in envelope title / email subject line)
Signer Information
Signer Information
Email Body Text
Email Body Text

(Custom email body sent only to the payee signing recipient)

Submit Section
Section-Form-Submit-Successful
Form Submit Succeeded
Thank you for your submission. You will receive a follow up email regarding the rest of the onboarding process soon.
Section-Form-Submit-Failed
Form Submit Failed
We're sorry but there was an error submitting your employee onboarding request. Please review your report and look for invalid inputs. If you cannot identify the culprit, please contact finaff-tech@ucsc.edu and ask for assistance.