| Form Name |
Available
Formats
(Icon Legend) |
Form Descriptions |
| 8233
Form |
|
To request a tax treaty exemption for a
non-resident alien. |
| 8233
Form Attachments |
 |
Required attachments for the 8233 form by type and country. |
| 8233
Form Instructions |
 |
Instructions for requesting a tax treaty exemption
for a non resident alien. |
| A |
|
|
| Alaska
Administrative Code |
 |
Chapter 52 Executive Branch Code of Ethics
definitions. |
|
Alaska Executive
Branch Ethics Act Quick Reference
|
 |
Quick reference regarding workplace ethics. |
| Automatic (Direct)
Deposit Request Form |
|
To add, change, or delete the automatic (direct) deposit of pay to
bank accounts. |
| B |
|
|
| Beneficiary
Designation Form |
|
To declare beneficiaries for basic life, accidental
death & dismemberment, or supplemental life insurances. |
| Blue
Cross Health Care Claim Form |
|
To submit health care claims to Blue Cross/Blue Shield.
|
| C |
|
|
| Campus Card Deduction Form |
 |
To request a payroll deduction to credit
a campus card (UAA Wolfcard, UAF Polar Express card, and/or UAS Whale Card). |
|
Caremark Prescription Claim Form |
 |
For Caremark pharmacy claims. |
|
Change Form |
|
To request a change to name, address, phone number, marital status, and/or Social Security number for an employee, student, and/or vendor. |
COBRA Rights and Responsibilities Summary |
 |
Summary of COBRA Rights and Responsibilities. |
| D |
|
|
| Day
Counter |
 |
To assist with performing a substantial
presence test for non-resident aliens. |
Day
Counter -
Leap Year |
 |
To assist with performing a substantial
presence test for non-resident
aliens during leap years. |
| Demographic
- Personal Data |
|
To document employee demographic information. |
| Direct Deposit Request Form |
|
To add, change, or delete the direct deposit of pay to
bank accounts. |
| Dummy Job Checklist for Payroll Adjustment |
 |
Checklist for Payroll to request Personnel set up a job record in order to process a payroll adjustment. (HR office use only). |
| E |
|
|
| Employee Selected Deduction Form |
|
Used for optional payroll deductions not related to benefits. |
| Employee Work Activity Outside of Alaska Form |
|
Used to report employee work activity outside of Alaska. |
| Employment
in a Job Not Covered by Social Security |
 |
Statement to be given to employees in a
job not covered by Social Security. |
| Employment
of Immediate Family Members Disclosure Form |
 |
For UA employees to disclose the employment
of immediate family members. |
|
Employment or Service Outside UA Disclosure
Form - Faculty |
|
Used for the disclosure of other employment
or service outside of UA for Faculty. |
|
Employment or Service Outside UA Disclosure
Form - Staff/Student |
|
Used for the disclosure of other employment
or service outside of UA for Staff and Students. |
|
Employment
or Service Outside UA Memo
|
 |
Memo regarding ethics disclosure guidelines
for UA faculty and staff. |
| Estate
Disbursal |
 |
To request dispursal of pay to employee estate (HR office
use only). |
|
Ethics
Act Compliance Regarding "Works" - United Academics Faculty
|
 |
Summary of UNAC faculty "Works"
compliance guidance. |
|
Ethics
Determination Request Form
|
 |
Confidential Request for Ethics Determination |
|
Ethics
Disclosure - Notification of Receipt of Gift
|
 |
To disclose the receipt of a gift by the employee or a member of the employee's family. |
| Ethics
Worksheet Answer Guide |
 |
Answers for the Executive Branch Ethics Act - Worksheet |
|
Executive Branch Ethics Act - Worksheet |
 |
To determine an employee's understanding of the Chapter
52 Executive Branch Code of Ethics |
| F |
|
|
| Fidelity
Beneficiary Designation Form |
 |
To declare or change beneficiaries for the Fidelity
Voluntary TDA, ORP, and/or Pension plans. |
| Fidelity
Address/Name Change Form |
 |
To change your address and/or name or provide your birthdate
to Fidelity. |
| Fidelity
Online Enrollment Guide |
 |
Fidelity enrollment instructions on opening a retirement
account online. |
| Fidelity
Transfer/Rollover Form |
 |
To move assets from another investment provider to a
Fidlity retirement account or to consolidate multiple employer sponsored
retirements accounts at Fidelity. |
| Fidelity
Voluntary TDA, ORP, & Pension Plan Enrollment Form |
 |
To select investment options and beneficiary designation
for the Fidelity Voluntary TDA, ORP, and/or Pension plans. |
|
Financially
Interdependent Partners (FIP) Explanation
|
 |
To explain and determine FIP eligibility. |
|
Financially
InterdependentPartners
(FIP) Statement
|
 |
To declare FIP eligibility. |
FML: Q & A's
|
 |
Questions and answers regarding Family Medical Leave (FML). |
| FML
Request Form |
|
To request FML leave for a serious health condition
(to be completed by employee). |
| FML: Certification of Health Care Provider for Employee's Serious Health Condition |
External Site
|
To support an employee's FMLA leave request due to the employee's own serious health condition (to
be completed by the employee, employer, and the employee's health care provider). |
| FML: Certification of Health Care Provider for Family Member's Serious Health Condition |
External Site
|
To support an employee's FMLA leave request due to a family member's serious health condition (to
be completed by the employee, employer, and the family member's health care provider). |
| FML: Certification of Qualifying Exigency for Military Family Leave |
External Site
|
To support an employee's FMLA leave request due to a qualifying military exigency (to be completed by the employee and employer). |
| FML: Certification for Serious Injury or Illness of Covered Servicemembers - for Military Family Leave |
External Site
|
To support an employee's FMLA leave request due to the serious health condition of a covered servicemember (to be completed by the employee or covered servicemember, employer, and DOD health care provider). |
| fsaATLAS
Access Request Form |
 |
To request access to fsaATLAS. |
|
FSA Claim
For Medical And Dependent Care Form |
 |
To submit a claim for your flexible spending
account. |
| FSA
Direct Deposit For Medical And Dependent Care Form |
 |
To establish direct deposits of flexible
spending account payments. |
| I |
|
|
| I-9
Form |
|
To verify employment eligibility. |
| Independent
Contractor |
 |
Form for non-resident aliens to claim independent
contractor (lecturer) status. |
|
Injury/Illness Form (Previous) |
 |
To document an injury or illness prior to employment
at UA. |
| International
Form |
|
To determine federal tax responsibility
for non-resident aliens. |
|
International Form Attachment
|
 |
An Excel spreadsheet template to record additional travel dates that will not fit on the international form. This form should always be attached to an international form and never stand alone. |
| International
Scholarship Form |
 |
To determine federal tax responsibility
for non-resident aliens on scholarships. |
| J |
|
|
| Job
Form |
|
To record additions, deletions, or changes
to job assignments. |
| L |
|
|
| Labor
Redistribution |
|
To document redistribution of labor charges. |
| Leave
Share Donation Form |
|
To give leave donations to leave share program participants
(to be completed by employee donating leave). |
| Leave
Share Transfer Request Form |
 |
To receive leave donations from the leave
share program (to be completed by employee receiving donated leave). |
| Leave/Earnings
Adjustment |
|
To document adjustments to leave and earnings. |
|
Leave
Without Pay Request Form (FML, Sick Leave, Leave of Absence)
|
 |
To arrange benefit payments while on FML leave w/o pay (FMLWOP), sick leave w/o pay (SLWOP), or leave of absence w/o pay (LOAWOP). |
| Local
6070 Membership Dues or Fees Deduction Form |
|
To initiate payroll deductions for Local 6070 union fees
or dues. |
| N |
|
|
|
NRA FAQ's
|
 |
FAQs for Payments Made to Foreign Individuals and Foreign Entities. |
|
NRA - Foreign Entity Form
|
 |
Foreign Entity Form. |
|
NRA - IRS Regulations for Foreign Nationals
|
Powerpoint |
Paying Foreign Nationals and Foreign Entities: IRS Compliance. |
|
NRA - Procedures
|
 |
Payment/Contract of Foreign Entity Procedures. |
|
NRA Scholarship
Withholding Worksheet 2009
|
 |
To determine the amount of personal allowances, if any,
you may claim as deductions when calculating applicable
US federal income tax withholding from your non-resident scholarship
or fellowship for 2009. |
NRA Workteam Contact Listing
|
 |
Contact listing for the NRA Workteam. |
| O |
|
|
| ORP
Enrollment or Fund Sponsor Change Form |
|
To enroll in the Optional Retirement Program (ORP) or
change your fund sponsor (Fidelity, TIAA-CREF, Lincoln, or Valic). |
| P |
|
|
| Paycheck
Reissue |
|
To document a reissue of a pay. |
| Payroll
Adjustment |
|
To document adjustments to a pay. |
| Pension/ORP
Fund Sponsor Enrollment or Change Form |
|
To select fund sponsor(s) for UA Pension
and/or employee and employer contributions for ORP. |
| PERS/TRS
Forms |
External
Site |
The State of Alaska Division of Retirement forms page. |
PERS/TRS/ORP
Option
|
|
To certify the notification of participation
in the PERS, TRS, or ORP retirement plan. |
| PharmaCare
Physician Prior Authorization Request Form (for prescriptions) |
 |
To be completed by patient's physician -
to request authorization for prescription exceptions (i.e., medication
usage past certain time period, specific medication brand, etc.). |
|
PharmaCare
Prescription Drug Forms
(Effective 7/1/06)
|
PharmaCare
Site |
Site contains reimbursement form for prescription
drug claims; site also has other prescription related forms. |
| Position
Description Glossary |
 |
A listing of commonly used terms for the
position description. |
| Position
Requisition |
|
Used to document a position request. |
| R |
|
|
| Relocation
Allowance |
 |
To request a relocation allowance. |
Retirement
Plan Decision Tree
(Regular Faculty or Academic Executives) |

|
Decision tree that assists with Retirement
Plan Notification Form for regular faculty or academic executives. |
Retirement
Plan Decision Tree
(Regular Staff or Non-Academic Executives) |
 |
Decision tree that assists with Retirement
Plan Notification Form for regular staff or non-academic executives. |
Retirement
Plan Election Form
(TRS/PERS/ORP) |
 |
To elect participation in TRS, PERS, or
ORP based on the employee's retirement plan eligibility. |
|
Retirement
Plan Notification Form
(Regular Faculty or Academic Executives)
|
 |
To notify eligible regular faculty or academic
executive employees of their retirement options and elections. |
|
Retirement
Plan Notification Form
(Regular Staff or Non-Academic Executives)
|
 |
To notify eligible regular staff or non-academic
executive employees of their retirement options and elections. |
| S |
|
|
| Salary
Advance Request Form |
 |
To request a salary advance for extreme family emergencies. |
| Social
Security Card Application (SS-5 Form) |
External
Site |
Instructions and form to apply for a Social Security
card. |
| Social
Security Consent for Release of Information (SSA-3288 Form) |
 |
SSA consent form and instructions for SSN applicant to authorize
the release of their SSN to the University of Alaska.
|
| Student
Enrollment Verification/Dependent Health Care Eligibility |
|
To verify student enrollment and/or to notify
employees of dependent (child) health care coverage eligibility. |
| Student
Employee Waiver Form |
|
For student employees to request a waiver of UA Student Employment policies (e.g. minimum GPA, weekly work hours limit). |
| Student
Status Verification Form |
|
Required for student employment only. |
| System
Termination |
|
To document termination of employment. |
| System
Termination - Employee Information |
|
Termination information for UA employees in letter format. |
| T |
|
|
| TDA Salary Reduction Agreement Form |
|
To establish or change contributions to
a tax deferred annuity. |
| TIAA-CREF
Online Enrollment Guide |
 |
TIAA-CREF enrollment instructions on opening a retirement
account online. |
TIAA-CREF
ORP Enrollment Form |
 |
To select investment options for
TIAA-CREF Optional Retirement Program (ORP). |
| TIAA-CREF
Pension Plan Enrollment Form |
 |
To select investment options for TIAA-CREF
Pension Plan. |
TIAA-CREF
TDA Enrollment Form |
 |
To select investment options for TIAA-CREF
tax-deferred annuity (TDA). |
| TIAA-CREF
Transfer/Rollover Authorization Form |
 |
To authorize the transfer/rollover of funds
to TIAA-CREF annuities or Rollover IRA contracts. |
| Taxable Status Determination Form |
|
UA form to determine taxable status of immigrants to
U.S. |
| Tax Treaty Summary - Compensation-Related |
 |
Summary of tax treaty requirements related to nonresident alien employee compensation. |
| Tax Treaty Summary - Scholarship and Fellowship-Related |
 |
Summary of tax treaty requirements related to nonresident alien scholarships and fellowships. |
| Tax Treaty Withholding Summary - Accounts Payable |
 |
Summary of tax withholding for nonresident aliens per tax treaty. |
| Timesheet
Exempt |
|
To report time worked for exempt personnel
classifications. |
| Timesheet
Nonexempt |
|
To report time worked for non-exempt personnel classifications. |
TRS/ORP
Option
(Faculty or Academic Executives) |
|
To certify the notification of participation
in the TRS or the ORP retirement plan. |
| TRS/PERS
Forms |
External
Site |
The State of Alaska Division of Retirement forms page. |
| (Tuition) Waiver Request - UA Education Benefit |
 |
For use by eligible employees for the UA employee education benefit. |
| UA Approved Non-credit Courses for Fall 2009 |

|
UA approved non-credit courses for Fall 2009 that qualify for the UA employee education benefit. |
| UA Approved Certified Public Manager (CPM) Courses |

|
UA approved CPM courses that qualify for the UA employee education benefit. |
| U |
|
|
UA Choice Enrollment Guide (For coverage effective as of July 1, 2009.) |
 |
UA Choice Enrollment Guide for plan period of July 1, 2009, through June 30, 2010. |
UA
Choice Health Plan Enrollment Form - FY10 (For coverage period of July 1, 2009, through June 30, 2010.) |
 |
To enroll employee and dependents
in the UA health care plan for the plan period of July 1, 2009, through June 30, 2010. |
UA
Choice Opt Out Form - FY10 (For plan period of July 1, 2009, through June 30, 2010.) |
 |
To elect to opt out of UA health care coverage during the plan period of July 1, 2009, through June 30, 2010. |
UA
Choice Supplemental Benefit Election Form - FY10 (For coverage period of July 1, 2009, through June 30, 2010.) |
 |
To add or delete employee selected benefits
and/or deductions (e.g. FSA, AD&D, Supplemental Life) during the plan period of July 1, 2009, through June 30, 2010. |
UA Supplemental Life Evidence of Insurability (EOI) Form - FY10 (For coverage period of July 1, 2009, through June 30, 2010.) |
 |
Employees electing more than $200,000 in supplemental life coverage are required to complete the evidence of insurability form and submit it to their HR office along with with the UA Choice Supplemental Benefit Election Form. |
| UA
Computer Account Request Form |
 |
ITS form to request access to email, Meeting Maker,
domains, etc. |
| UAFT
Disability Leave Bank - Application for Withdrawal |
 |
For UAFT employees to request withdrawal of disability leave from the UAFT
Disability Leave Bank. |
| UAFT
Disability Leave Bank - Usage Procedures |
 |
Usage procedures for a UAFT employee to request leave from the UAFT Disability Leave Bank. |
| UAFT
Service Fee Deduction Form |
|
To initiate a payroll deduction for UAFT union service
fees. |
| UAFT
Service Fee Revocation Form |
|
To stop a payroll deduction for UAFT union service
fees. |
| UA
System Administrative Access Request Form |
 |
ITS form to request access to UNIX, Oracle, and SCT
Banner |
| United
Academics Adjuncts AAUP/AFT Dues or Agency Fee Deduction Form |
| To initiate payroll deductions for United Academics
Adjuncts union dues or agency fees. |
| United
Academics Dues or Agency Fee Deduction Form |
|
To initiate payroll deductions for United
Academics union dues or agency fees. |
| United
Academics Dues or Agency Fee Revocation Form |
|
To stop payroll deductions for United Academics union
dues or agency fees. |
| V |
|
|
| Visa
Classifications |
 |
Listing of visa classifications, eligibility, and benefits. |
| Visa
Waiver Program |
 |
Document with details of the visa waiver program (VWP)
and the qualifying countries. |
| Void
Adjustment |
|
To document a void of a payroll payment. |
| VSP
Out-of-Network Reimbursement Form |
 |
Effective 7/1/04: To submit a claim to VSP
(vision vendor) for out-of-network provider reimbursements. |
| W |
|
|
W-4
Form (2009)
|
 |
To declare your federal tax withholding status for 2009. |
| W-4 Form (NRA) |
 |
Form to declare your federal tax withholding status. Pre-completed for nonresident aliens. |
W-5
Form (2009)
|
 |
To request, if eligible, receipt of part of the earned income credit (EIC) in advance with your pay. |
| W-8BEN
Form |
 |
Form to claim certification of foreign status of beneficial
owner for U.S. tax withholding. |
| W-8BEN
Instructions |
 |
W-8BEN form instructions (used to claim
certification of foreign status of beneficial owner for U.S. tax withholding). |
| W-9
Form |
 |
To Request Taxpayer Identification Number |
| Waiver Request - UA Education Benefit |
 |
For use by eligible employees for the UA employee education benefit. |
| UA Approved Non-credit Courses for Fall 2009 |

|
UA approved non-credit courses for Fall 2009 that qualify for the UA employee education benefit. |
| UA Approved Certified Public Manager (CPM) Courses |

|
UA approved CPM courses that qualify for the UA employee education benefit. |