University Corporation

Corporation Forms

Corporation BOF 2025

Most Commonly Used Accounts

Corporation Contracts and Process link

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.

Combined Check Request - replaces Payment Request, Personal Reimbursement or Re

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.

Deposit Slip (updated 05.07.19)

Revenue & Expense Transfer Form

Request for Direct Charging of F&A Type Cost Form

Service Center Request

Subaward Invoice Certification

Temporary Change Fund Authorization Form
Personnel

Name Change Form

Employee Status Form (ESF)

Employment Status Form Instructions

Resignation/Separation Form

Alternate Work Schedule Form

Corporation Harassment Complaint Form

Leaves of Absences

FMLA Poster

Family Medical Leave Request

Medical Certification Form

Return To Work Certification

Accommodation Request Form

Examples of Out of Office Messages

PDL FMLA CFRA Leave Information

SDI Online Tutorial

Recruitment

Student Assistant Application

Request to Recruit

POI Form

Volunteer Appointment Form

Student Assistant Interview Guide

Selected Candidate Narrative

Job Description Template

Evaluation

90-Day Evaluation

Employee Annual Evaluation

Employee Annual Self- Evaluation

Helpful Tips for Writing A Nomination Letter For Student Workers

List of Performance Appraisal Action Verbs

Student Worker Evaluation

General Tips on Providing Effective Evaluations

Trakstar

Employee Education Reimbursement Program

Employee Education Reimbursement Program

Employee Education Reimbursement Forms

Ergonomics & Workers Compensation

DWC1 Employee Claim Form

Injury_Illnes Investigation Report

Q&A for Workers' Compensation & Physician Pre-Designation Form

Ergonomics Self Evaluation

Workers Comp Instructions One-Pager
Online timecard system (ADP)

GoCo
Absence Report

GoCo Direct Deposit Authorization Instructions
- Direct Deposit Authorization Form
- Payroll Deduction Authorization Form
Non-Exempt Employees Timesheet

2025 Annual Payroll Calendar

2024 Annual Payroll Calendar

DE-4 Form
W-4 Tax Withholding Form

AORMA WC Classification Definitions

Relocation Expense Claim Form

Make Up Time-Policy Form
Service Agreements

Procurement Policy Guidelines & Procedures

Exception to Corporation Procurement Policy and Procedures of multiple bid or q

Purchasing Matrix - Preferred Method of Payment for Purchases

Hospitality Expense Guidelines and Procedures

Hospitality Justification Form

Hospitality Expense Quick Info and Matrix

Catering Services Information Form

Missing Receipt Declaration (updated 05.07.19)

OfficeMax Web-Site Account Set-up Request

Procard Manual 2022

ProCard Acknowledgement of Responsibility

ProCard Alteration Request

ProCard Application Form

ProCard Travel Needs Statement revised 09/2019

Procurement Justification Statement

Purchasing Alteration Request

Vendor Data Record - VDR Form 204 (updated 4.4.25)

Honorarium Agreement (updated 11-18-21)

Asset Management Agreement 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

Cal State Travel Policy
Automobile Accident Form

Request for Approval of Travel 2024

Non-Employee Request for Approval of Travel

TEC 2025 - Travel Expense Claim Effective 1-1-25

TEC 2024 - Travel Expense Claim Through 12-31-24

Travel Roster

Missing Receipt Declaration (updated 05.07.19)

Waiver and Release of Liability

Group Travel Cash Disbursements
Participant Accident Insurance Request

Incident Report

Risk Identification Form- revised 09/2019

Waiver and Release of Liability
Post Award