Sponsored Programs Forms

• General Instructions
• University Forms                 
  
  
  • Pre-Award
  • Post Award
  • Other
• Sponsor Forms
• Other Sources for Forms

General Instructions

PDF and iPDF Files:

To view and print PDF files load the free Adobe Acrobat Reader onto your computer.

iPDF forms (Interactive PDF) can be viewed, filled out on-screen, and printed with the free Adobe Acrobat Reader. If you would like to save an iPDF form, you will need Adobe Acrobat Exchange.

Excel Files:

All Excel Files are calculating forms pre-loaded with UB rates and information, and macros to aid in budget preparation.

University Forms

Pre-Award

• Funding Search Request Form

• Approval Form
• Form Instructions
• Electronic Proposal Submission
• Electronic Proposal Submission Instructions (PDF)
• Hard Copy (Green Sheet)
• Tuition Budget Confirmation
• Budget Change Request Form
• Draft Budget Checklist
• F&A (Indirect) Cost Waiver Request Form
• Federal Grant Change Request Form
• Institutional Animal Care and Use Committee (IACUC) Forms
• Subaward Selection Justification
• Annual Financial Disclosure Form (formerly SUNY-2-UB)

Post Award

• Payroll
• IFR Salary Recovery Form
• Income Fund Reimbursable Form 
• RF Employee Assignment Form
• RF Employee Change Form
• RF Faculty Summer Reappointment Form 
• RF Labor Distribution Form
• RF Academic Fellowship Appointment Form 
• UB Foundation Salary Payment Authorization 


• Travel
• Request for Travel Advance
• RF Travel Voucher


• A/P


• Checklist for Preparation of Independent Contractor Agreement
• Determination of Residence Status for Federal Tax Withholding Purposes
• Guide to Preparing a RF Purchase Requisition
• Interdepartmental Invoice (IDI)
• Misc. Income Payment to Non-Residence Aliens Determination of Withholdings/IRS Form Req.
• Miscellaneous Income Payment Alien Information
• Payment for Independent Contractor Services
• Petty Cash Voucher
• Request for Advance Approval - Independent Contractor Services
• RF Procurement Card Information
• Subject Fee Checking Account Agreement
• Subject Fee Checking Account Authorization Form
• The Twenty Factors of the "Common Law" Test (IRS Factors)                   
• Personnel Activity Report                   


• Grant Administration


• Confirmation of Cost Sharing or Matching Commitment
• No-Cost Extension Request Form


• Tax Forms


• Federal W-9 Tax Form                   
• Federal W-8BEN Tax Form                   


• Tuition


• Instructions for Graduate Tuition Remission/Scholarship Verification Form                   
• Graduate Tuition Remission/Scholarship Verification Form                   
• Instructions for Grant Billing Form                   
• Grant Billing Form                   


• Cost Transfers


• OTPS (Other Than Personal Service)                   
• Payroll                   


• Other


• Material Transfer Agreement Incoming Form

Sponsor Forms

NIH/PHS Forms

• NIH Proposal Tool Kit (All the forms you may need, in one place)
• Principal Investigator Assurance for NIH Application
• NIH Recovery
• NIH Grants.gov Applications
  • FOA for NIH Parent R01 Application
  • FOA for NIH Parent R03 Application
  • FOA for NIH Parent R21 Application

NIH Modular Grant 398 Budget Forms

• Tips on Preparing Modular Grants
• NIH Modular Grant Budget Justification Page
• PHS 398 Application Packet PDF (PHS's Forms)
• PHS 398 Budget Forms Excel

NSF Forms

• NSF Proposal Tool Kit (All the forms you may need, in one place)
• NSF FastLane Budget Forms (Calculating and Uploadable) Excel
• Current & Pending Support Form (Uploadable) iPDF
• Facilities & Equipment Form (Uploadable) iPDF
• NSF Current and Pending and Facilities Proposal pages iPDF

USDE Forms

• USDE 524 Form (Budget Pages) Excel
• USDE SF424 Form (Proposal Cover Page) iPDF (With UB Information)

General Forms

Standard Form 424 (Proposal Cover Page and Budget Forms) Excel

Other Sources for Forms

A variety of federal and private sources have also begun to provide grant application forms online. Check out the following sites for specific forms:

• GSA Web Forms - This General Services Administration site provides a wide range of standard Federal forms.  
• PHS - PHS grant application forms from the NIH homepage.