Below are the forms and guides used for expenditure requests. All TUC Human Resources and Payroll forms are on this link.
Authorize vendor payment via ACH.
To be completed by all participants prior to departing on an activity under a sponsored project or fund
Use to request funds in advance of a travel or purchase in a fund or project
Travel authorization to use personal vehicle.
Use for justifying purchases of $10,000 or more.
To move budget funds from one account to another within a project
Check Request - See Submitter's Guides for details
Request to pay a vendor or an individual to reimburse an expense or expenses.
Check Request - Staff & Student Employee, after logging into ¼ªÏé·» Portal: HR>Forms&Policies>EmployeeForms>TUC CheckRequestForm
Check Request - Faculty, after logging into ¼ªÏé·» Portal: Faculty>FacultyForms>TUC Check Request Form
Non-Electronic Form:
Check Request Replacement Form
To be completed to confirm that faculty underwent new PI orientation meeting with the liaison
Deposit cash to a project, department, or fund. Fill out, print, and bring form to TUC with cash or checks.
To set up direct deposit for payroll.
Electronic Check Request Approver's Guide
Approver's guide to approving electronic check request via OnBase.
Electronic Check Request Submitter's Guide - Faculty
Faculty and staff guide to submitting electronic check request through Northridge portal
Electronic Check Request Submitter's Guide - Staff and Student
Student guide to submitting electronic check request through Northridge portal
Guide on how to use Faculty Additional Pay System. If you are on FERP, please contact the liaison of your project.
Training videos are also available:
See
Independent Contractor and Guest Speaker Forms
See Independent Contractors and Guest Speakers for details
: Form for guest speakers or lecturers performing services on a limited engagement.
Independent Contractor Request Form: Request to perform work as an Independent Contractor. Must meet requirements of an Independent Contractor rather than an employee.
Under certain circumstances, a waiver or modification of the insurance requirements may be considered with this form and justification.
This is a campus form used by ¼ªÏé·» divisions, colleges, and departments to create invoices for Auxiliary/TUC. This is a web form to route the document via Adobe Sign.
Attach as a supporting when original receipt is lost or unavailable. Please ask your Post-Award liaison for the form's password.
Participant Air Travel Informed Consent Statement
Submit new purchase order or change requisition
Request for Independent Contractor Form
Create form which addresses the “Employment Status” of workers who claim to be Independent Contractors and not employees.
Request additional insurance coverage
Designate authority to expend from specific funds and projects.
To apply for insurance for a special event in your sponsored project or fund.
Travel Approval Procedure
Procedure for Travel - This applies to sponsored projects with a travel account
Note: Non-TUC employees/volunteers/collaborators/students must complete a TUC release of liability and
Travel Approval Form
Before travel, the Travel Authorization/Approval should be submitted through eTravel or this form only for exceptions.
Travel - After the Fact Approval Form
Although all travel approval should take place BEFORE travel, this After the Fact form is required if eTravel approval/Travel Approval Form were not provided in advance.
Travel Expense Claim Form
Travel expenses reimbursement after travel for students and non-employees.
TUC Staff Quick Links and Reference Sheet.
Required for Vendor to complete to receive payments from The University Corporation (TUC) in lieu of IRS W-9.
Those persons who perform work or provide services to the university without financial gain are Volunteers.