Forms & Guides
Below are the forms and guides used for expenditure requests. View all the TUC Human Resources and Payroll Forms.
ACH Payment Authorization - Accounts Payable
Authorize vendor payment via ACH.
Activity Waiver of Liability and Hold Harmless Agreement (Release of Liability Waiver)
To be completed by all participants prior to departing on an activity under a sponsored project or fund
Advance Request Form
Use to request funds in advance of a travel or purchase in a fund or project
Authorization to Operate a Privately Owned Vehicle
Travel authorization to use personal vehicle.
Bid/Quote/Sole Source Justification
Use for justifying purchases of $10,000 or more.
Budget Revision Form
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 CSUN Portal: HR > Forms & Policies > EmployeeForms > TUC CheckRequestForm
Check Request - Faculty, after logging into CSUN Portal: Faculty > Faculty Forms > TUC Check Request Form
Non-Electronic Form: Check Request (form)
Check Request Replacement Form
Citizenship/Residency Statement
Confidential Payment to Research Participant
Confirmation of Instruction in Sponsored Programs Administration
To be completed to confirm that faculty underwent new PI orientation meeting with the liaison
Deposit (Cash) Transmittal Form
Deposit cash to a project, department, or fund. Fill out, print, and bring form to TUC with cash or checks.
Direct Deposit/ACH Payroll Authorization
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
Faculty Additional Pay Guide
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:
TUC Payment Authorization Video
Faculty Sign In Form for TUC Additional Pay
First Notification and Questionnaire for Subrecipient Monitoring
Foreign Travel Insurance
See MyCSUNglobe
Independent Contractor and Guest Speaker Forms
See Independent Contractors and Guest Speakers for details
Guest Speaker Form & Invoice: 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.
Insurance Requirements for Independent Contractor
Release of Liability Waiver: Under certain circumstances, a waiver or modification of the insurance requirements may be considered with this form and justification.
Invoice Request For Auxiliary
This is a campus form used by CSUN divisions, colleges, and departments to create invoices for Auxiliary/TUC. This is a web form to route the document via Adobe Sign.
Lost/Itemized Receipt Form
Attach as a supporting when original receipt is lost or unavailable. Please ask your Post-Award liaison for the form's password.
Parent Informed Consent Form for Minors
Participant Air Travel Informed Consent Statement
Participation Form for Stipends to Non-CSUN Students
Purchase Orders
Submit new purchase order or change requisition
Receipt for Incentive Payments to Research Participants
Request for Independent Contractor Form
Create form which addresses the "Employment Status" of workers who claim to be Independent Contractors and not employees.
Request for Insurance Coverage
Request additional insurance coverage
Signature Authorization Form
Designate authority to expend from specific funds and projects.
Special Events Insurance Application
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 TUC volunteer ID form
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.
Travel Links and Quick Reference Sheet
TUC Staff Quick Links and Reference Sheet.
Vendor Data Record
Required for Vendor to complete to receive payments from The University Corporation (TUC) in lieu of IRS W-9.
Volunteer ID Form
Those persons who perform work or provide services to the university without financial gain are Volunteers.