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.

Request to Cancel Merchant Account/Return Equipment
Use this form to close a merchant account and/or return POS device.
Requests for Documents
Use this form to request information for Verification of Employment, Statement of Earnings and copies of T4 and T4A.
Requisition for Payment (QReq)
Use this paper-based form for payments or reimbursements of less than $3,500 CAD inclusive of taxes.
Research Travel Claim Form
Use this form as a backup to the Travel Requisition Form to process travel related transactions to capture relevant information for non-UBC traveller and to comply with Tri-Agency guidelines.
Retroactive Purchase Form
Fill this form if your purchase is above $3,500 CAD and the purchase or commitment was made to a third party without ensuring an approved written contract in place before commencement of work.
Sales Receipt
Use this form to record receipts of funds for your surplus material or equipment.
Service Requisition Form
Use this form if you are purchasing services. Please review the Reference Guide - Determining, Hiring and Paying for Services (pdf) prior to filling out your form.
Shadow Salary Appointment Form
Use this form in instances where a Faculty member's core funding is being temporarily covered by another source and you wish to maintain the budget slot. You will be redirected to HR Faculty Relations Form page to access the form.
Staff Appointment Form
Use this form when Staff Appointment cannot be submitted through the electronic system (ePAF or eRecruit). You will be redirected to HR Forms page to access the form.
Staff Enrolment for Income Replacement
Submit this form to Payroll to apply for the Income Replacement Plan coverage if you did not enrol when you were hired, or if your eligibility has changed. You will be redirected to HR Benefits page to access the form.

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