For efficiency and the ease of routing most Payment Services are located on the Forms Gateway

Below is a list of all forms located there:

• Charge Request 
• Concur Travel Credit Card Application 
• Direct Pay Form 
• Direct Pay Form - International and Accounting Only 
• EFT Form and Instructions 
• Gift Acknowledgment Form 
• Hospitality Justification Form 
• Lost Receipt Form 
• Mileage Report 
• Mileage and Relocation Claim Form 
• Moving and Relocation Checklist 
• ProCard Application 
• ProCard Reconciliation and Approval Form 
• ProCard Revision
• Transient Occupancy Tax Form 
• Travel Advance
• Travel Authorization Request
• Travel Claim - Employees and Students (Effective 1/1/2024)
• Travel Claim - Guests (Effective 1/1/2024)
• Vendor Data Record (Form 204) - CA Vendors Only 
• Vendor Data Record (Form 204) - Vendors Outside of California

 

Forms FAQ

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CAN I DOWNLOAD A FORM AND SAVE IT ON MY DESKTOP FOR FUTURE USE?

Unfortunately, no. A new form must be used each time. This is because required updates are made to our polices and forms from time-to-time.

SHOULD DEPARTMENTS KEEP COPIES OF WHAT WE SUBMIT TO PAYMENT SERVICES?

Yes, it is recommended for departments to keep copies of all paperwork for one year. For grant paperwork, please consult your Grants Analyst.