Business Services Forms

Billing Office | Business Services | Cashiers | Central Stores | Collections | Contracts & Property | Equipment Management | Ergonomics/Injury Reduction Program | Furniture & Ergonomic Products | Furniture Services
Mail Services | Purchasing | Receiving | Risk Management & Insurance | Surplus | Workers' Compensation

We are continually adding our forms and instructions to better serve you. We are in the process of creating many of our forms in the PDF Modifiable format. Please check back for updates.



Form Name
Format
Revised Date
Payment Agreement Form - Financial Aid Recipent
Nov 2009
Payment Agreement Plan - General Plan
(No Financial Aid/Not a TA)
Nov 2009
Payment Agreement Instructions
Dec 2007
Direct Deposit Authorization Form
Aug 2009
Waiver of Privacy Rights for Billing Information
March 2006
Statement of Legal Residence Acknowledgement
Fall 2009
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Form Name
Format
Revised Date
Coming soon ... please check back    
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Form Name
Format
Revised Date
Petty Cash Reimbursement
(Link to Accounting's site with a downloadable form)
see Accounting
Returned Check Form
April 2008
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Form Name
Format
Revised Date
Life Science Products Requisition --- New!
Dec 2006
Storehouse Requisition
June 2004
Storehouse Catalog --- Updated!
Nov 2004
Storehouse Written Verification
(complete to use Storehose Catalog on-line ordering system)
March 2000
OfficeMax Access Request
(complete to use OfficeMax on-line ordering system)
March 2005
OfficeMax User Guide
March 2005
Environmentally Preferable Products (EPP) Catalog- New!
Jan 2008
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Form Name
Format
Revised Date
 
 

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Form Name
Format
Revised Date
Conflict of Interest Form
March 2002
Film Permit Application
Dec 2003
Instructions for Film Permit Application
Dec 2003
Contractor Pre-Hire Worksheet
April 2002
Request for Services Form
August 2007
Request for Services Departmental Approval Form
Sept 2003
Instructions for Request for Services
Oct 2007
Sole Source Questionnaire Form
Nov 2001
Instructions for Sole Source Questionnaire Form
Nov 2001
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Form Name
Format
Revised Date
Barcode Scanner and Inventory Manual 0000New!
July 2003
CATS User Manual
Jan 2002
EIMR User Manual
Sept 2002
Equipment Inventory Modification Request (EIMR) Form
Nov 2001
Equipment Inventory Modification Request (EIMR) Instructions
Nov 2001
Excess and Surplus Property Disposal (ESPD) Form
Nov 2001
Excess and Surplus Property Disposal (ESPD) Instructions
Nov 2001
Tag Flag Form
Jan 2002
Tag Flag Instructions
Feb 2002
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Form Name
Format
Revised Date
Stretching Exercises --- New!
n/a
Matching Funds Application --- New!
July 2008
Ergonomics Evaluation Request Form
June 2008



Form Name
Format
Revised Date
Storehouse Requisition
June 2004


Form Name
Format
Revised Date
Furniture Services Request
June 2004





Form Name
Format
Revised Date
Bulk Mail / Postal Control Number Form
July 2003
Mail Stop Request
July 2002
Mail Stop Change Request
June 2002
Postal Charge Slip
Feb 2002
Postal Stamp Order Form --- Updated!
May 2009
Request for Zip+4 Mail Code
March 2002
UCSB Departmental Mail Codes
Jan 2006
UCSB Departmental Mail Codes
Jan 2006




For FlexCard Forms, please click here.
Form Name
Format
Revised Date
Business Information Form
n/a
Conflict of Interest Form
March 2002
Employee Vendor Relationship Disclosure Form
Sept 2007
Instructions for Completing LVPA Form
Nov 2001
LVPA Form
Nov 2001
Request for Delivery
Accounting Form
Request for Services Form
March 2004
Request for Services Departmental Approval Form
Sept 2003
Instructions for Request for Services
Oct 2007
PORS (Purchase Order Repository System) Manual 1New!
March 2004
REx Manual
May 2003
REx Cheat Sheets (for REx Manual)
Oct. 2003
Sole Source Questionnaire Form
Nov 2001
Instructions for Sole Source Questionnaire Form
Nov 2001
The Purchasing Process Flowchart
July 2006
Use of Facilities by Non-University Clients Form
Oct 2009
Use of Facilities by Non-University Clients Form
Oct 2009
Vendor Guide
April 2004
Vendor Guide
April 2004



Form Name
Format
Revised Date
Shipping Memo
July 2003




Form Name
Format
Revised Date
Application to Charter Aircraft
Jan 2004
Application to Use Non-Owned Aircraft on Business
Jan 2004
Application for Domestic Transit Insurance
Sept 2003
Application for Fine Arts Insurance for Exhibits
Jan 2004
Application for Foreign Transit Insurance
Jan 2004
Art Exhibition & Loan Agreement
Jan 2004
Attending Physician's Statement
Aug 2004
Authorization to Consent to Treatment of Minor
Aug 2004
Authorization to Drive UC Vehicle in Mexico
Dec 2004
Auto Insurance & Schedule Adjustment Form
Jan 2005
Buy-Down Property Schedule Adjustment Form
May 2004
Campus Dining Services Catering Permit
Sep 2009
Claim Form00
Sept 2003
Emergency Information & Contacts
Aug 2004
Emergency Information & Contacts for Minor
Sept 2003
Field Trip Sign-Up Sheet
Aug 2004
Incident Report (Internal)
Sept 2003
Permanent Collections Schedule Change Form
Sept 2003
UC Property Loss Report
Sept 2003
UC Property Loss Summary of Costs00
Jan 2004
Release and License to Use Image, Name, and/or Voice
Feb 2005
Release and License to Use Photograph, Film, and/or Music
Feb 2005
Report of Vehicle Accident
Sept 2003
Report of Transit Loss
Sept 2003
Report of Vessel Charter
Sept 2003
Request for Mexican Automobile Insurance
Dec 2004
Request for Proof of Insurance From Caterer
May 2004
Request for Proof of Insurance From Consultant
Nov 2004
Request for Proof of Insurance From Facility User
Nov 2004
Request for Proof of Insurance From Vendor
Nov 2004
Request for Proof of Insurance From (Sub)Contractor
Nov 2004
Request for Summer Programs Insurance
May 2004
Request for UC Certificate of Insurance
Sept 2004
Request for Waiver of Insurance Requirements
Nov 2004
Student Artwork Loan Agreement
June 2004
Student Off-Campus Insurance Claim Form
Aug 2004
UC Waiver of Liability: Elective/Voluntary Activities
Sept 2003
UC Waiver of Liability: Elective/Voluntary Act. (Spanish)
coming soon
n/a
UC Waiver of Liability: Description of Activities Attmnt
Sept 2003
UC Waiver of Liability: Facilities Use (Athletic)
Sept 2003
UC Waiver of Liability: Facilities Use (non-Athletic)
Sept 2003
UC Waiver of Liability: Group Attachment
Sept 2003
UC Waiver of Liability: Required Activities
Sept 2003
UC Waiver of Liability: Required Activities (Modified)
Aug 2006
Yacht Schedule Change Form
July 2003


Form Name
Format
Revised Date
Excess and Surplus Property Disposal (ESPD) Form
Nov 2001
Excess and Surplus Property Disposal (ESPD) Instructions
Nov 2001




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Modified Date: 11/22/2009