Forms, Policies & Procedures
Forms
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Authorization for Business-Related Wireless Devices
Required when wireless device is requested, in accordance with university policy. Employee has read, understands, and agrees to Cellular Devices and Services Policy. Please sign and submit approved form to Accounts Payable in Financial Services.
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Direct Deposit for University Employee Reimbursements
Required to establish direct deposit of University employee reimbursements (Business expenses or travel expenses)
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Employee Business Expense Advance Request
Request an advance for non-travel business expenses for University and Auxiliaries.
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Employee Business Expense Reimbursement
Request advance reimbursement for non-travel business expenses for University and Auxiliaries.
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Foreign National Data Collection Form
Required for Foreign Nationals who are not U.S Citizens for tax purposes.
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Hospitality Form
Required when any hospitality related expense occurs whether EREQ, Direct Pay, ProCard or Employee Reimbursement for University and Auxiliaries.
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Vendor Data Record
Required in lieu of IRS W-9 when doing business with the State of California (SSU Rev. 03-2023)
Policies
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Cellular Devices and Services Policy
Cellular Devices and Services Policy
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Hospitality Policy and Form Training Guide
A training guide to navigating the new October 2019 Hospitality Policy update.
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Hospitality Policy FAQ's
FAQ's regarding the revised 10/1/2019 hospitality policy updates.
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Hospitality Significant Changes
Outlines significant changes made from the October 2019 Hospitality update.
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Wireless Device Cost & Plan Fee Schedule
Wireless Device Cost & Plan Fee Schedule (Refer to Cellular Devices and Services Policy)
Procedures
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Accounts Payable and Procurement 101 Training
Accounts Payable and Procurement 101 Training Document
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Direct Pay Procedures
How to set up direct pay