Incoming Personnel Form

This form is to be completed by all personnel coming to CDS, including all short-term and long-term visitors, faculty, researchers, staff, students, and postdocs.

• Incoming Personnel Form

Reimbursement Forms

Procurement Services maintains a master list of all travel forms:

Travel Reimbursement Forms

These forms are required for travel reimbursement:
• Expenses Summary Form (convert currency)
• Signature Justification Form
• Mileage Report (mileage rates) - as necessary
• Fly America Act and Reimbursement Policies (Exemption Certificate) - as necessary

Non-Travel Reimbursement Forms

• Payment Request Form
• Department Codes: List (pdf) [ CDS = 102 ]

Direct Deposit Forms

• Direct Deposit Form - for payment to Caltech employees
• Electronic Funds Transfer Form - for payment to non-Caltech suppliers
• Wire Transfer Instructions - for direct deposit to foreign bank accounts

Visitor Forms

The Division of Engineering and Applied Science maintains a master list of all EAS forms. The following forms are required by CDS visitors:

• Visitor New Appointment
• Volunteer Forms - for visits of 3-30 days
  
  • Memorandum of Understanding
  • Volunteer Data Sheet
  • Confidentiality and Non-Disclosure Agreement
  • Patent and Copyright Agreement