Forms for all Employees

Benefits Forms

• Authorization for Investment Choices: 401(a) Basic Retirement Plan  (pdf)
• 2008 Instructions & Voluntary Retirement Plan Salary Reduction Agreement and Authorization for Investment Choices - 403(b)  (pdf) 
  We recommend that employees use Employee Self Service to make changes to their 403(b) contribution.
• Qualified Status Change (pdf)
• Medical Plan Fitness Reimbursement Forms  (pdf)
  • Tufts Health Plan: Fitness Reimbursement Form (pdf)
  • Harvard Pilgrim Health Care: Fitness Reimbursement Form (pdf)
  • Fallon Community Health: Fitness Reimbursement Form  (pdf)
• Employee Health Insurance Responsibility Disclosure Form 2008  (pdf)
• Tuition Reimbursement & Remission Forms
  • Staff Tuition Reimbursement - Benefit Application (pdf)
  • Staff Tuition Reimbursement - Request for Payment Form (pdf)
  • Staff Tuition Reimbursement - Document Guide (pdf)
    
  • Tuition Remission: Application Form (pdf)
  • Tuition Remission Plan Guide (pdf)
  • Tuition Remission Tax Exclusion Form  (pdf)
    • Tuition Remission Taxation Guidelines (pdf)
• Insurance Forms
  • Metropolitan Life Statement of Health Form

 

Payroll Services Forms

• Address/Name Change (pdf)
  We recommend that employees use Employee Self Service to change their address.  For any name changes, please continue to use this form.
• Employee Background Summary (pdf)
• Direct Deposit Form (pdf)
• W-2 Reorder Form (Word)
• Federal Form W-4: Employee's Withholding Allowance Certificate (pdf)
  We recommend that employees use Employee Self Service to change their W-4 Federal Withholding.
• Form M-4: Massachusetts Employee's Withholding Allowance Certificate (pdf)
  We recommend that employees use Employee Self Service to change their M-4 Massachusetts Withholding.
• Attendance Record: 2007-2008  (Excel)
• Attendance Record: 2008-2009  (Excel)
• Attendance Record: 2008-2010   (Excel)
  

Forms for Managers & Department Admins.

New Hire Processing Forms

• Staff or Faculty New Hire PAF (Word)
• Employee Background Summary (pdf)
• Direct Deposit Form (pdf)
• Federal Form W-4: Employee's Withholding Allowance Certificate (pdf)
• Form M-4: Massachusetts Employee's Withholding Allowance Certificate (pdf)
• *NEW* Foreign National Data Form (pdf)
• Form I-9: Employment Eligibility Verification (pdf)
• I-9 Handbook for Employers (pdf)
• *NEW* How to Complete the I-9 Form (video)
• Affirmative Action Report (Staff Hires Only) (Word)
• Affirmative Action Report Definition  (Word)

Job Description Forms

• Job Description - Open Position - Use this form to replace an incumbent or create a new vacant position (Word)
• Job Description - Compensation Review - Use this form to request review of an existing position (Word)

Personnel Action Forms (PAFs) & other payroll forms

• Staff or Faculty New Hire (Word)
• Change (Word)
• Supplemental Pay (Word)
• Separation (Word)
  • Separation Checklist (pdf)
• Summer Leave Action (Word)
• Weekly Timesheet - not for New Hires (Word)
• New Hire Timesheet (Word)
• ePAF Student Worksheet (Word)
• ePAF Temporary Employee Worksheet (pdf)
• PeopleSoft HRMS Account Application (pdf)

Performance Development Program Resources

• @Work Guidebook (pdf)
• @Work Guidebook FAQ (pdf)
• Performance Plan Form & Instructions (Word)
• Performance Review Form (Employee Progress Report) (Word)
• Employee Performance Summary (Word)
• Feedback Planner (Word)
• Customer Input Suggestions (Word)
• Postdoctoral Associate/Fellow Review Form (Word)

Mentoring Program

• Mentoring Program Application (pdf)
• Mentoring Program Partnership Plan & Agreement (pdf)
• Mentoring Program Meal Reimbursement Form (pdf)

• Other HR Publications (Employee Handbooks, Periscope, Tipsheets, etc)