Accounts Payable (Disbursements)
- Annual report of personal use of a club (doc)
- Certification of academic activity (PDF)
- Certification of tax exemption for student grant awards (PDF)
- Check cancellation/Stop payment request
- Electronic funds transfer (EFT) authorization form instructions
- Electronic funds transfer (EFT): International direct deposit transaction form for students (doc)
- Electronic funds transfer (EFT): International direct deposit transaction form for vendors (doc)
- Entertainment PO and event planner card authorization form (PDF)
- Non-resident alien withholding exemption (IRS form 8233) (PDF print only)
- Relocation and Moving Expense Payment Request form (XLS)
- Visiting scholars payment request (PDF)
- Visiting scholars payment request (doc)
- UC W-8BEN University of California certificate of foreign status for federal tax withholding (PDF)
- Wire transfer request instructions
- IRS Form W-9
Vendors and Suppliers
Contracts and Grants Accounting
- Cost Sharing Contribution Report form (PDF)
- This form must be opened using the Internet Explorer browser
- Instructions - Cost Sharing Contribution Report
- Analysis types (PDF)
Payroll Policy
- Employees working outside of California
- Pay and classification (UCB HR website)
- Recognition Awards and Gifts to Employees
- Settlements (limited to HR Partners and Central Administrative Support Teams)
- Student FICA Exemption
- Termination and Final Pay
Overpayments
Roles and Responsibilities for maintaining Payroll
Transactors and Employee customer facing Support
Berkeley Regional Services facilitates and submits your HR and Payroll transaction detail to UCPath (i.e. hiring information, salary, timekeeping). Please refer to their website for a detailed description of services they provide.
Payroll Processors and check distribution
UCPath is responsible for processing your benefits, producing your paycheck, and all applicable data that was received from the campus. To learn more about UCPath including job aids to understand how to access self service information in UCPath from a Berkeley perspective, please visit the UC Berkeley UCPath home page.
Payroll Policy Team
The Controller’s office Payroll Policy team is responsible for reinforcing the Payroll policy, procedures and regulations set by the UC Office of the President, UCPath, tax authorities, and the other entities as applicable such as the California Department of Industrial Relations etc.
Employees
Employees seeking pay support are directed to review the comprehensive list of contacts and a description of the areas supported. The list will provide contact information of the team that can best support their payroll needs.
Campus Partners
Campus Partners seeking guidance and policy support for complex cases or requiring assistance with escalation may email our office at payhelp@berkeley.edu.
Procurement Card
- Procurement Card Program Memorandum of Agreement (PDF)
- BluCard Cardholder Account Form (PDF)
- Event Planner Card (EPC) Cardholder Account Form (PDF)
- Travel Study Cardholder Account Form (PDF)
- Cardholder Agreement Form (PDF)
- BluCard MCC Exception Request Form (PDF)
- Single-Page Documentation Form (PDF)
- Entertainment PO and Event Planner Card Authorization Form
- Loss, Theft, or Fraudulent Use of Procurement Card (PDF)
- Procurement Card Proxy Request Form (PDF)
- US Bank Dispute Form (PDF)