Corporation Forms
Important Reminders - Updated January 31st, 2024
- Please use Adobe Sign to approve and route documents to Accounting (corporationaccounting@csumb.edu) or Accounts Payable (ucorp_accounts_payable@csumb.edu). In addition, you can view the knowledge base article in the IT work order system for more information on Adobe Sign.
Need to travel?
- If you intend to drive a rental or corporation-owned vehicle, you must be Defensive Driving certified by the Corporation or Stateside. See Corporation Defensive Driving Program.
If you intend to drive your private vehicle, you must also be authorized to drive your private vehicle. This must be done through the Corporation; we cannot accept Stateside certification. See Corporation Defensive Driving Program.
- As of Jan 1, 2025, the new IRS Mileage Reimbursement Rate is .70 cents per mile. Any mileage incurred on or after Jan 1, 2025, should be claimed on the TEC 2025 effective 1/1/25. Please continue to use TEC 2024 effective through 12/31/24 for all travel completed prior to or on December 31, 2024.
No access to Adobe Acrobat? Open PDF forms with Chrome in order to complete the form fields.
Completing a Travel Expense Claim? Download the Excel file and open it in Excel to complete the document.
-
Fund (Chartfield) request/Update Signature Authorization - All Auxiliaries Signatures must be manually added to this document using Adobe Sign "Preview & add fields" when setting up routing.
Personnel
Leaves of Absences
Examples of Out of Office Messages
PDL FMLA CFRA Leave Information
Recruitment
Student Assistant Interview Guide
Evaluation
Employee Education Reimbursement Program
Steps to complete the process:
- Fill out the appropriate forms (If you are an employee and are using this for a dependent then make sure they fill out the Section II-B: Career Development Plan)
- Once those 2 forms are filled out, signed by the employee, dependent if necessary, and the employee's supervisor, please submit to corporation@csumb.edu. You will receive a signed copy back for your records, and to show that this has been acknowledged and approved.
- Once classes have finished, and grades have been received please fill out the Section III - Post Completion Reimbursement Request, please also attach a copy of the Unofficial Transcripts, and a receipt showing what you have paid for these classes, any form is okay (bank statement, scanned paper check, screenshot of payment etc). Once this form is filled out and signed by the employee, and supervisor, please send the copy to corporation@csumb.edu and we will review, sign and fill out what is needed, and send it back to you with the reimbursement information you need.
Ergonomics & Workers Compensation
Injury_Illnes Investigation Report
Q&A for Workers' Compensation & Physician Pre-Designation Form
-
Auxiliary Organizations of CSUMB
specific deviations from regular CSU travel policies and procedures
Auxiliary funding sources OFTEN HAVE STRICTER REQUIREMENTS than the standard CSU requirements. Be sure to know your funding source restrictions prior to planning for travel!
RATs should be approved at the departmental level, then sent to UCorp for review by accounting or post award for “Allowability and Availability” on the funding source prior to making travel plans to ensure that the costs will be reimbursable as presented. THIS IS DIFFERENT FROM STATESIDE (who does not need the RAT prior to travel)
For travel with a related overnight stay, both employees and non-employees will be allowed the “location based per diem” for meals and incidentals.
The Auxiliary Organizations of CSUMB do NOT USE CONCUR for travel booking.
Travel advances may be offered to Employees with the following rules:
-Cannot exceed 75% of the amount of expected out of pocket expenses
-Cannot be less than $200
Automobile Accident Form