California State University San Marcos Finance and Administrative Services
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A

Form Name
Notes
Absence Report- STD634  
Access Authorization Form  
Account Adjustment Form  
Acknowledgment of Moving Expenses Regulations  
Additional Employment Appointment Request Form  
Additional Employment and Overload Guidelines and Procedures  
Alcohol Approval Request Form  
American Express Application
.
Appeal Citation Online Form  
Application Authorization and Release Form  
Application Rating Form (ARF)  
ARF Instructions  
Archival Storage Form  
Authorization To Use Privately Owned Vehicles On State Business  
Automated ProCard Agreement  

B

Form Name
Notes
Biohazardous Waste Generator Labels Use Avery 5260
Biohazardous Waste Generator Labels Use Avery 5160
Bloodborne Pathogen Guide  
Business Card Order Form Materials Management

C

Form Name
Notes
CalPERS Retirement Calculator  
Campus Policy & Procedure Template  
Cash Collection Establishment Form  
Catastrophic Leave Donation Form  
Central Stores Order Form  
Chartfield Request Form Accounting Services
Chemical Hygiene - Executive Summary  
Chemical Inventory  
CMS Security Access Request Form  
Confidentiality of Employee, Student and Faculty Data Statement for staff  
Commonly Used Expense Account Codes  
CSUSM Air Travel Release & Hold Harmless Statement Must be printed on BLUE paper
CSUSM Employee Move & Relocation Forms  
Customer Service Survey Environmental Health and Occupational Safety
Customer Service Survey RM&S

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D

Form Name
Notes

Defensive Driving (261)

University Police
Dental Enrollment Form  
Dependent Care Reimbursement Enrollment Form  
Dependent Care Reimbursement Claim Form (ASI)  
Deposit Form-Foundation  
Deposit Form-STATE University Cashiers
Detail Code Request Form - ASI  
Detail Code Request Form - CSUSM  
Direct Deposit-STD699 Payroll Services
Direct Pay Form Accounts Payable
Drug Free Workplace Certification Form  
Duplicate W-2 Request Form  

E

Form Name
Notes
Emergency Check Request- Summer 2004  
Employee Action Req.-STD686 Payroll Services
Employees Involved in Traffic Collisions (Form 270) To be completed by employee
Employee Involved in Traffic Collisions (Form 274) To be complete by employee's supervisor within five days of accident
Employee Performance Evaluation Forms  
Employee Reference Check Authorization and Release  
Employee Safety Reporting Form (Anonymous)  
Envelope Order Form 
 
Ergonomic Self Evaluation RM&S
Evaluation Form - MPP  
Evaluation Form - Self Evaluation  
Expenditure Transfer Request  

F

Form Name
Notes
Facilities Chemical Inventory  
Facility Service Request Form  
Fee Waiver - Admission Reduction Eligibility Form  
Fee Waiver - Career Development Form  
Fee Waiver - Dependent Form  
Fee Waiver - Staff Application  
Fee Waiver - Work Related Registration Form  
Fiscal Authority & Responsibility Designation Form (Word 99-03)
Fiscal Authority & Responsibility Designation Form (Word 2007)
Accounting Services
FlexCash Enrollment Authorization  
Food Checklist  
Flyer Distribution Form  

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G

Form Name
Notes
General Fund Allocation Format  
Group Assembly  
Guidelines for Job Description Form  

H

Form Name
Notes
Hazardous Communications/Lab Safety - Paper Training  
Health Benefits Worksheets Must be printed on pink paper
Health Care/Dependent Care Reimbursement Enrollment Form  
Health Care Reimbursement Claim Form (ASI)  
Hospitality Form

Instructions

Hourly Timesheet  
HRIS Access and Compliance Form (For Faculty)  

I

Form Name
Notes
I-9 Verification Documents  
IIPP Form 6 - Group Training Sign In Form  
IIPP Form  
IIPP Form 5 - Initial Investigation  
IIPP Form 5 - Additional Space Form  
IIPP Form 5 - Witness Statement  
IIPP Form 5 - Corrective Action  
Incident Response Form  
Indemnification  
Independent Contractor Packet Send all forms to Procurement
Independent Contractor Confidentiality Form  
Indoor Air Quality Survey  
In-Range Progression Review Form  
In-Range Progression Request Guidelines  
IRF Instructions  
IRF (Interview Rating Form)  
Item Type Request Form  

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J        

Form Name
Notes
Job Description Form (Staff)  

                       

Form Name
Notes
Key Request  

L

Form Name
Notes
Lead Worker ID Form  
Letterhead Order Form  

M

Form Name
Notes
Mail Center Suggestion/Comment Form  
Mail Payments Log  
Maternity/Paternity/Adoption Paid Leave Application  
Move of Household Goods & Personal Effects  
Moving Expense Acknowledgement  
Moving/Relocation Expense Summary MR-2000  
Moving Check List  

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N

O

Form Name
Notes
Occupant Diary  
Occupational Health Program Employee Medical Monitoring  
OfficeMax Supply Operations Guide  
OfficeMax Supply Agreement  
Organization Code Req. Form  
Overtime/Callback Form  

P

Form Name
Notes
Parking Services Suggestion/Complaint Form  
Pay Warrant Calculator-2003  
Payee Data Record  
Payroll Accrual Form and Instructions  
Payroll Signature Authorization  
Personnel Action Notice Form  
Personnel Action Notice Guidelines  
Personnel Requisition To be printed on gray paper
Petty Cash Pick-Up Authorization  
Petty Cash Voucher- STD439  
Policy & Procedure Template  
Predestination of Physician Form  
ProCard Manual  
ProCard Agreement  
ProCard Lack of Itemized Receipt  
ProCard Tax Accrual Form  
Property Action Request Form  
Property Inventory Listing Adjustment Sheet  
Property Survey Report Request  
PST Retirement Benefit Reimbursement Form  
PST Beneficiary Change Form  
Purchase Order Amendment  
Purchase Permit Online  

Q

R

Form Name
Notes
Radiation Survey Form  
Radioactive Materials User Training  
Recruitment Procedure Checklists (with committee)  
Recruitment Procedure Checklists (without committee)  
Reference Check Guidelines  
Reimbursement Invoice Request Form Instructions Request available through http://my.csusm.edu
Relocation Check List  
Relocation Forms  
Report Request Form  
Requisition Form Requisitions are now processed online. Training Required. Refer to Training Courses Calendar

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S

Form Name
Notes
Safety Training Matrix  
Salary Expense Adjustment Form  
SCR Project Form  
Service Request  
Shipping Form (NEW)  
Short Term Key Issuance Form  
Signature Authority Form 
 
Smoking Policy Violations  
Sole Source Justification  
Special Consultant Form  
Special Consultant Timesheet  
Split Funding Guidelines Accounting
Split Funding PAN Accounting
Split Funding Request Accounting
State Board of Control 738(e)  
State Deposit Form  
State Vehicle Request  
Statement of Automobile Insurance  
Storage Request  
Student Account Adjustment Log  
Student Action Req.- STD457  
Student Appeal Form  
Student Conduct Agreement Must be printed on BLUE paper
Student Domestic Travel Forms
 
Student Employee Checklist  
Student Employee Handbook  
Student Employee Emergency Contact Form  
Student Employment Authorization Form  
Student Field Placement Guidelines  
Student Field Placement Registration Form  
Student Hourly Timesheet  
Student Request for Authorization to Operate Privately Owned Vehicle Must be printed on BLUE paper
Student Travel Brochure Must be printed on BRIGHT GOLDENROD paper
Student Travel E0590 Letter Must be printed on BLUE paper
Student Travel Waiver Must be printed on BLUE paper
Summer Bridge Student Employee Emergency Contact Form  

T

Form Name
Notes
Tax Sheltered Annuity Salary Reduction Form (TSA 403b)  
Telecommunication Agreement  
Timesheets (Student/Hourly)  
Training Evaluation Form RM&S
Travel Accrual Form/Instructions  
Travel Blanket Request (Blue)
Must be printed on BLUE paper
Travel Expense Claim, Std. 262  
Travel Manual  
Travel Prepaid Request 
Must be printed on PINK paper

Travel Request

Must be printed on GREEN paper
Trust/Special Project Agreement  
Trust/Special Project Guidelines  
Trust/Special Project Request for Distribution of Fund Balance for current Year Use  
Trust/Special Project Budget Plan Worksheet  
Trust/Special Project Cash Flow Worksheet  
TSA (403b) Certificate of Account  
TSA (403b) Salary Reduction Form  
   

U                                         

Form Name
Notes
University Police Complaint Form  
University Insurance Brochure  

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V                  

Form Name
Notes
Vehicle Request  
Vendor/Contractor Questionnaire  
Vision Claim Form  
Vision Video Display Terminal Form (VDT Form)  
Volunteer Employment Form  

W

Form Name
Notes
W-2 Duplicate Req.-STD436  
Workers' Compensation Benefit's Brochure  

X

Y

Form Name
Notes
Year-End Calendar (Accounting Services)  

Z

 
 
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