Forms

Search for forms by category under the section heading or search by keyword. CWL log in is required for some forms.

To ensure you are using the current version of a form, do not download and store forms on your hard drive for future use. Visit this page for the latest version when needed.

PCI DSS Form - SAQ D
This form is for merchants storing cardholder data and all merchants not included in descriptoins for SAQ A, A-EP, B, B-IP and C.
Personal Data Changes
Use this form if you cannot update your personal information, such as address change or emergency contact information, through the Faculty and Staff Self Service portal.
PO Exemption Matrix & Justification
Fill out the exemption justification form if your purchase exceeds $3,500 CAD but may be exempted from purchase order requirements.
Project/Grant Inactivation Request
Use this form to request inactivation for a Non-research Project Grant (PG).
Project/Grant Request
Request non-research Project/Grant (S PG).
Purchase Requisition Form
Fill out a Purchase Order (PO) if your purchase is above $3,500 CAD, inclusive of taxes.
Quote Request for Meetings and Events
Use this template when organizing meetings and or events off campus.
Record of Employment
Fill out this form if your UBC employment has been terminated and you plan to make a claim for Employment Insurance. If you are an hourly staff submit this form to request vacation payouts, or a Record of Employment if on reduced hours.
Relocation Reimbursement
Faculty members and senior management staff may be eligible to receive relocation funding as outlined in Relocation Policy #82. Please review UBC HR Relocation site for detailed information and forms.
Request for New Merchant Account/POS Device
Use this form to request new merchant account, HSBC virtual account, new, additional or replacement POS devices.

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