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0-9

Form Title
Department
Publication Date
1099-Convey System Access (PDF)
IMSS

01-09-2012

A

Form Title
Department
Publication Date
Access Authorization Code Request (link)
Telecommunications
12-09-2011
Accounts Receivable and Grants Accounting Systems Responsibilities Request (PDF)
IMSS
01-26-2017
ACH (ACS Education Services, Automatic Bill Payment Authorization) (PDF)
Finance - Controller's Office: Bursar's Office
12-13-2011
Acquisition Systems Responsibilities Request (PDF)
IMSS
12-09-2011
Add/Update Supplier (PDF) Procurement
03-01-2016
Air Conditioner Purchase Contract (link)
Student Services - Student Housing
01-10-2012
Amendment to Permit for Possession and Use of Radioactive Materials (PDF)
Facilities - Environmental Health & Safety: Radiation Safety
01-06-2012
Application for Outside Employment, Consulting, or Business Activity (Outside Activity) (PDF) (DOC)
Human Resources
08-11-2015
Art on Your Own Time Registration (PDF)
Human Resources
08-11-2015
Asset Information (XLS)
Finance - Property Services
12-13-2011

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B

Form Title
Department
Publication Date
Beneficiary Designation (PDF) Human Resources
08-11-2015
Beneficiary Designation for TIAA-CREF (PDF) Human Resources
08-11-2015
Bicycle Registration (PDF) Parking & Security: Commuter Services
12-09-2011
Biohazardous Waste Disposal Request (link to PDF) Facilities: Environmental Health & Safety Services: Biosafety
01-24-2017
Blanket Requisition (PDF) Finance - Procurement
12-09-2011
Blue Cross PPO Claim (PDF) Human Resources
08-11-2015

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C

Form Title
Department
Publication Date
Calling Card Request (link) Telecommunications
12-09-2011
Cancellation - Graduate Housing (link) Student Services - Student Housing
01-10-2012
Cancellation - Undergrad Housing (link) Student Services - Student Housing
01-10-2012
CardQuest P-Card Application & Acknowledgement Form (PDF) Finance - Procurement
11-12-2015
CardQuest Non-P-Card Holder Set Up/Access Form (PDF) Finance - Procurement
09-25-2014
Carpool Registration (PDF) Parking & Security
12-09-2011
Cashier Deposit General (PDF) Finance - Treasury Services
12-13-2011
CardQuest Cashier Deposit (PDF) Procurement/Treasury Services
08-12-2016
Cashier Web Deposit (PDF) Finance - Treasury Services
12-13-2011
Certificate of Insurance Request (PDF) Finance - Procurement
02-13-2013
Change of Billing Address (PDF) Finance - Controller's Office: Bursar's Office
12-13-2011
Change Key Personnel on an Award (PDF) IMSS
12-09-2011
Change Key Personnel on a Project (PDF) IMSS
12-09-2011
Check Out Procedures / Intent to Vacate / Room Move (link) Student Services - Student Housing
01-10-2012
Childcare Assistance Program Application (CCAP) (PDF) Human Resources
08-11-2015
Class 3b and Class 4 Laser Registration (PDF) Facilities - Environmental Health & Safety Services
01-06-2012
Competitive Procurement Summary (PDF) Finance - Procurement
12-09-2011
Consulting and Professional Service Worksheet (PDF) Finance - Procurement
11-18-2016
Convey (1099) System Access (PDF) IMSS
01-09-2012
Cost Share Worksheet (XLS) Finance: Post Award Administration
03-21-2013
Cost Transfers (XLS) Finance - Cost Studies: Cost Transfers
12-13-2011
Course Management (Moodle) Creation (link) IMSS
12-09-2011
Customer/Sponsor Refund (Debit Memo) (PDF) Finance
03-13-2012

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D

Form Title
Department
Publication Date
Data Warehouse Access Request: CLAS, FAMIS, GEMS, GL, LD & PO-AP Datamarts (PDF) IMSS
12-09-2011
Data Warehouse Access Request: Grants Datamart (PDF) IMSS
12-09-2011
Data Warehouse Access Request: Human Resources Datamart (PDF) IMSS
12-09-2011
Delta Dental Claim (PDF) Human Resources
08-11-2015
Department Code Request (PDF) Finance - Procurement
12-09-2011
Dependent Care Reimbursement (HTML) Human Resources
08-11-2015
Direct Deposit (PDF) Human Resources
08-11-2015
Direct Deposit Authorization For Employees (PDF) Finance - Procurement
03-04-2014
Direct Deposit Authorization For Suppliers (PDF) Finance - Procurement
03-04-2014
Direct Deposit Cancellation (PDF) Human Resources
08-11-2015
Directory Mailer Access (PDF) IMSS
01-12-2012
Division Approval Form (DAF) (PDF) Research Administration: Sponsored Research
06-18-2015
DocuShare System Responsibilities Access (PDF) IMSS
12-09-2011
Dormitory License Contract - Graduate 2011-2012 (PDF) Student Services - Student Housing
01-10-2012
Dormitory License Contract - Undergrad Fall 2011-2012 (PDF) Student Services - Student Housing
01-10-2012

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E

Form Title
Department
Publication Date
Electronic Gift Transfer Instructions (PDF) DIR
03-24-2016
Employee Data Administration Access Request (PDF) Human Resources
08-11-2015
Employee's Withholding Allowance Certificate (PDF) Human Resources
08-11-2015
Employment Verification Request (PDF) Human Resources
08-11-2015
Equipment Fabrication (PDF) Finance - Procurement
07-15-2016
Exit Form (DOC) (PDF) Finance - Controller's Office: Bursar's Office
12-09-2011
Exit Interview (XLS) (PDF) Human Resources
08-11-2015
Expense Approver Update Form (PDF) Procurement
03-12-2015
Expense Distribution (PDF) Finance - Procurement
04-30-2013
Extended Workweek Request (DOC) (PDF) Human Resources
08-11-2015
External Affiliates Guide & Forms (PDF) Human Resources
08-11-2015

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F

Form Title
Department
Publication Date
FAMIS System Access Request (PDF) IMSS
01-30-2014
Fax/Modem Line Request (link) Telecommunications
12-09-2011
Federal Consolidation Application (PDF) Finance - Controller's Office: Bursar's Office
12-13-2011
FERPA Waiver (PDF) Finance - Controller's Office: Bursar's Office
12-13-2011
Financial Department System Responsibilities: Procurement Services Access Request (PDF) IMSS
12-09-2011
Financial Department System Responsibilities: Research Administration, Cash Management, Fixed Assets and General Ledger Access Request (PDF) IMSS
01-26-2017
First Aid Kit Order (PDF) Facilities - Environmental Health & Safety Services
01-06-2012
Flexible Spending Account (FSA) Reimbursement (HTML) Human Resources
08-11-2015
Foreign National Data (PDF) Finance - Procurement
04-25-2013
Foreign National Visa Matrix (PDF) Finance - Procurement
12-09-2011
Foreign Person Questionnaire (PDF) Research Administration
06-16-2016
Formal Problem Resolution Request (PDF) Human Resources
08-11-2015
fsaAtlas System Access Request (PDF) IMSS
09-12-2013
Function/Organization Decision Tree for PTAs (PDF) Finance - Controller's Office: Accounting & Reporting
12-13-2011

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G

Form Title
Department
Publication Date
General Application (2012) (PDF)
Athenaeum
03-23-2012
Gift Information Form (PDF) Development & Institute Relations
03-09-2017
GL Segment Set Up (PDF) Finance - Controller's Office: Accounting & Reporting
10-06-2016
Guest Data Sheet (PDF) IMSS
12-09-2011
Guest Guildelines & Forms (PDF) Human Resources
08-11-2015
Guest Housing Information and Application - Graduate (link) Student Services - Student Housing
01-10-2012

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H

Form Title
Department
Publication Date
Hazardous Waste Disposal Request (link) Facilities - Environmental Health & Safety Services: Chemical Safety
01-24-2017
Health & Dental Insurance Designation Request (PDF) Human Resources
08-11-2015
Help Desk Service Request (link) IMSS
12-09-2011
Hepatitis B Declination (PDF) Facilities - Environmental Health & Safety Services
01-06-2012
Hosted Account Request (PDF) IMSS
12-09-2011
Hot Work Permit (PDF) Facilities - Environmental Health & Safety Services
01-06-2012
Housing Cancellation - Graduate (link) Student Services - Student Housing
01-10-2012
Housing Cancellation - Undergrad (link) Student Services - Student Housing
01-10-2012
Human Resources System Responsibilities Access Request (PDF) IMSS
07-08-2013

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I

Form Title
Department
Publication Date
I-29 Export Compliance Questionnaire (PDF) Research Administration: Export Compliance
09-03-2015
IAMS Budget Justification (DOC) Research Administration: Sponsored Research
08-20-2015
IAMS Budget Realignment Request Template (XLSX) Sponsored Research
07-22-2016
IAMS Multi-Year Budget Template (XLS) Research Administration: Sponsored Research
08-20-2015
IAMS Simple Budget Template (XLS) Research Administration: Sponsored Research
08-20-2015
IAMS SOW (DOC) Research Administration: Sponsored Research
07-29-2016

Independent Contractor Services Request (PDF)

Finance - Procurement
12-09-2011
Individual Account Request (PDF) IMSS
07-16-2015
Innfinity System Responsibilities Access Request (PDF) IMSS
12-09-2011
Institute Biosafety Committee Protocol Application (PDF) Facilities - Environmental Health & Safety Services
01-06-2012
Intent to Vacate (link) Facilities - Faculty Housing
01-10-2012
Intent to Vacate / Room Move / Check Out Procedures (link) Student Services - Student Housing
01-10-2012
International Shipment Proforma/Commercial Invoice (PDF) Research Administration: Export Compliance
05-17-2017
Intra Award Re-Allocation (PDF) (XLS) Finance: Post Award Administration
12-22-2011
IRS W-9 (PDF) Finance - Procurement
03-04-2014
IRS W-9 for Royalty Payments (PDF) Finance - Procurement
12-09-2011

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J

Form Title
Department
Publicaton Date
JPL Foreign Travel Request (DOC) Research Administration: Sponsored Research
09-10-15
JPL Service InterDivisional Authorization Request (XLS) Finance: Post Award Administration
12-22-2011
JPL Service InterDivisional Transfers (XLS) Finance - Cost Studies: JPL Service InterDivisional Transfers
12-22-2011

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K

Form Title
Department
Publication Date
Kronos System Responsibilities Access Request (PDF) IMSS
07-06-2016

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L

Form Title
Department
Publication Date

Lab Animal Occupational Health Risk Assessment

  • On an approved animal use protocol, and will be handling animals (link)
  • On an approved animal use protocol, but will not be handling animals (link)
  • no longer working with animals (link)
Facilities - Environmental Health & Safety Services
01-06-2012
Labor Distribution System Responsibilities Access Request (PDF) IMSS
05-29-2012
Labor Distribution System Access Request: Beckman Institute (PDF) IMSS
05-24-2012
Labor Distribution System Access Request: Biology Division (PDF) IMSS
05-24-2012
Labor Distribution System Access Request: CACR (PDF) IMSS
05-24-2012
Labor Distribution System Access Request: Chemistry Division (PDF) IMSS
09-22-2016
Labor Distribution System Access Request: Engineering & Applied Science Division (PDF) IMSS
05-24-2012
Labor Distribution System Access Request: General Campus (no specified division) (PDF) IMSS
05-29-2012
Labor Distribution System Access Request: Geology and Planetary Sciences Division (PDF) IMSS
05-24-2012
Labor Distribution System Access Request: Humanities and Social Sciences Division (PDF) IMSS
05-24-2012
Labor Distribution System Access Request: Physics, Mathematics & Astronomy Division (PDF) IMSS
05-24-2012
Lease Property Application & Information - Graduate (link) Student Services - Student Housing
01-10-2012
Lease Property (Unfurnished) Waiting List Information & Application - Postdoc (link) Student Services - Student Housing
01-10-2012
Leave of Absence Request (Form P21) (PDF) Human Resources
08-11-2015
Leave of Absence (Personal Leave) (Form P21-A) (PDF) Human Resources
08-11-2015
Loan CIT Borrower (PDF) Finance - Procurement
12-09-2011
Loan CIT Lender (PDF) Finance - Procurement
12-09-2011
Low Emission Vehicle (LEV) (PDF) Parking & Security
12-09-2011

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M

Form Title
Department
Publication Date
MAC Address Registry (link) IMSS
12-09-2011
MAC Address Block Check (link) IMSS
12-09-2011
Make Up Time Request (PDF) Human Resources
08-11-2015
Manual Usage (PDF) Finance
02-27-2012
Member Change (PDF) Athenaeum
03-23-2012
Member of the Professional Staff Recommendation (PDF) Human Resources
08-11-2015
Member Resignation (PDF) Athenaeum
03-23-2012
Minimum Overhead Review and Approval (MORA) (PDF) Research Administration: Sponsored Research
10-13-2015
Move-In Inspection - Off Campus (link) Student Services - Student Housing
01-10-2012

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N

Form Title
Department
Publication Date
Nepotism Evaluation (PDF) Human Resources
08-11-2015
New Radiation Worker (PDF) Facilities - Environmental Health & Safety Services: Radiation Safety
01-06-2012
NIH Salary Cap (XLS) Finance: Post Award Administration
03-21-2013
Noncompetitive Justification (DOC) Finance - Procurement
12-09-2011
Non-employee Traveler (PDF) Procurement
01-16-2015
NorthStar System Responsibilities Access Request (PDF) IMSS
12-09-2011
Notary Public Approval & Authorization (PDF) Human Resources
08-11-2015

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O

Form Title
Department
Publication Date
Off-Campus Work Order Request (link) Facilities - Faculty Housing
01-10-2012
Off-Campus Work Order Request (link) Student Services - Student Housing
01-10-2012
On-Campus Work Order Request (link) Student Services - Student Housing
01-10-2012
Organizations/Operating Units (XLS) Finance - Controller's Office: Accounting & Reporting
12-13-2011
Outside Employment, Consulting, or Business Activity Application (DOC) (PDF) Human Resources
08-11-2015

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P

Form Title
Department
Publication Date
Park (Tournament) Information and Application (PDF) Facilities: Management
04-12-2016
Parking Administration Access Request (PDF) IMSS
12-09-2011
Parking Registration (PDF) Parking & Security
12-09-2011
Payment Option Agreement (PDF) Finance - Controller's Office: Bursar's Office
12-13-2011
Payment Request - Procurement (PDF) Finance - Procurement
07-08-2013
Payment Request Usages (PDF) Finance - Procurement
04-12-2013
Performance Review (DOC) Human Resources
08-11-2015
Performance Review for Graded Staff (DOC) Human Resources
08-11-2015
Personnel File Review Request (PDF) Human Resources
08-11-2015
Personnel Information Change Notice - P-53 (DOC) (PDF) Human Resources
08-11-2015
Petty Cash Refund Slip (XLS) Finance - Treasury Services
12-09-2011
P-Card CardQuest Application & Acknowledgement Form (PDF)
CardQuest Non-P-Card Holder Set Up/Access Form (PDF)
Finance - Procurement
04-30-2015
P-Card Limit Change (PDF) Finance - Procurement
09-16-2013
P-Card Missing Receipt Form (PDF) Finance - Procurement
12-18-2014
Petty Cash Replenishment (XLS) Finance - Treasury Services
12-13-2011
Phone Service Request (link) Student Services - Student Housing
01-10-2012
Pilot Lighting Request (link) Student Services - Student Housing
01-10-2012
Possession and Use of Radioactive Materials - Amendment to Permit (PDF) Facilities - Environmental Health & Safety Services: Radiation Safety
01-06-2012
Possession and Use of Radioactive Materials Application (PDF) Facilities - Environmental Health & Safety Services: Radiation Safety
01-06-2012

Predesignated Physicians (HTML)

Human Resources
08-11-2015
Printer Setup for Use with Oracle Applications (PDF) IMSS
12-09-2011
Property Loan Document - CIT Borrower (PDF) Finance - Property Services
12-13-2011
Property Loan Document - CIT Lender (PDF) Finance - Property Services
12-13-2011
Property Loss Claim Filing (PDF) Finance - Procurement
10-18-2013
Purchase Requisition - (PDF) Finance - Procurement
07-23-2013
Purchase Requisition Addendum (PDF) (XLS) Finance - Procurement
12-09-2011
Purchase Requisition Definitions and Instructions (PDF) Finance - Procurement
12-09-2011

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R

Form Title
Department
Publication Date
Radiation Worker - New (PDF) Facilities - Environmental Health & Safety Services: Radiation Safety
01-06-2012
Radioactive Material Order Report (link) Facilities - Environmental Health & Safety Services: Radiation Safety
01-06-2012
Radioactive Material Permit Amendment Request (PDF) Facilities - Environmental Health & Safety Services: Radiation Safety
01-06-2012
Radioactive Material User (PDF) Facilities - Environmental Health & Safety Services: Radiation Safety
01-06-2012
Radioactive Waste Disposal Request (link) Facilities - Environmental Health & Safety Services: Radiation Safety
01-24-2017
Recording Release for Audio and Video Recordings (PDF) IMSS
01-23-2012
Relocation Checklist (PDF) Facilities: Management
01-06-2012
Room Check-Out / Move - Undergrad (PDF) Student Services - Student Housing
01-10-2012
Room Condition - On Campus (link) Student Services - Student Housing
01-10-2012
Room Move (link) Student Services - Student Housing
01-10-2012

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S

Form Title
Department
Publication Date
Service/Work Request (link) Facilities: Management
03-10-2015

Staff Personnel Requisition

  • Please use the web-based recruiting system. For information on filling a position or for information on applying for a transfer, please contact the Employment Office at (626) 395-8661.
Human Resources
08-11-2015
Staff Prize Nomination (PDF) Human Resources
08-11-2015
Standard Operating Procedure for Certifying Acceptance Agent (PDF) Finance - Procurement
12-09-2011
Stop Payment Request (PDF) Finance - Procurement
12-09-2011
Student Account Agreement (PDF) Finance - Controller's Office: Bursar's Office
12-13-2011
Student Affairs System Access (PDF) IMSS
12-09-2011
Student Employee Data Sheet (XLS) Human Resources
08-11-2015
Student Loan Deferment Request (PDF) Finance - Controller's Office: Bursar's Office
12-13-2011
Student Loan Deferment Cancellation (PDF) Finance - Controller's Office: Bursar's Office
12-13-2011
Student Loan Forbearance Request (PDF) Finance - Controller's Office: Bursar's Office
12-13-2011
Student Loan Request for Economic Hardship Deferment (DOC) (PDF) Finance - Controller's Office: Bursar's Office
12-13-2011

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T

Form Title
Department
Publication Date
Take Our Children to Work Day (PDF) Human Resources
08-11-2015
Teacher Loan Forgiveness Application and Forbearance (PDF) Finance - Controller's Office: Bursar's Office
12-13-2011
TechMart Access (PDF) Finance - Procurement / IMSS
09-20-2016
Telephone Request for Faculty/Staff (link) Telecommunications
12-09-2011
Telephone Request for Students (link) Telecommunications
12-09-2011
Telephone Move Request for Faculty/Staff (link) Telecommunications
12-09-2011
Telephone Repair Request for Faculty/Staff (link) Telecommunications
12-09-2011
Templated Website Request (link) IMSS
12-09-2011

Termination Clearance Sheet (PDF)

  • For instructions, please refer to the Termination Process Sheet (PDF)
Human Resources
08-11-2015
Terms and Acronyms (PDF) Procurement
07-28-2016
Time and Leave Report - Exempt (PDF) Human Resources
08-11-2015
Time and Leave Report - Non-Exempt (PDF) Human Resources
08-11-2015
Travel Missing Receipt Form (PDF) Procurement
04-30-2015

Tuition Reimbursement

  • Application - Form 15-15A (PDF)
  • Funds Request - Form 15-15B (DOC) (PDF)
Human Resources
08-11-2015

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U

Form Title
Department
Publication Date
Use of Radiation Producing Machines Application (PDF) Facilities - Environmental Health & Safety Services: Radiation Safety
01-06-2012

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V

Form Title
Department
Publication Date
Vehicle Driver Approval (PDF) Parking & Security: Commuter Services
05-23-2012
Vehicle Use for Non-Caltech Personnel: Consent, Release (PDF) Human Resources
08-11-2015
Voicemail Request (link) Telecommunications
12-09-2011
VPN Signup (link) IMSS
12-09-2011
Volunteers Forms & Guidelines (PDF) Human Resources
08-11-2015

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W

Form Title
Department
Publication Date
W-2 - Online W-2 Opt-In Form (PDF) Human Resources
08-11-2015
W-2 Request for Duplicate (PDF) Human Resources
08-11-2015
W-4 Employee's Withholding Allowance Certificate (PDF) Human Resources
08-11-2015
Web Internal Charges (WIC) Access Request (PDF) IMSS
12-09-2011
WindStar System Responsibilities Access Request (PDF) IMSS
12-09-2011
Wire Transfer Request (PDF) Finance - Procurement
02-12-2015
Work Order Request - Off Campus (link) Student Services - Student Housing
01-10-2012
Work Order Request - On Campus (link) Student Services - Student Housing
01-10-2012
Work/Service Request (link) Facilities: Management
03-10-2015

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