Gift Services Forms
Last Updated: August 11, 2024 3:36:34 PM PDT
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Find links to forms used for Gift Services.
| Regents forms | Instructions |
|---|---|
| UDEV 100-6 Regents Gift Processing Form (Excel) | UDEV 100-6 Regents Gift Processing Form Instructions (Word file) |
| Deed of Gift to the UC Regents (Word file) | Deed of Gift to the UC Regents Instructions (Word file) |
| UC Regents Auction Donor Form (Word file) | Auction Donor Form Instructions (Word file) |
| UC Regents Auction Purchase Form (Word file) | Auction Purchase Form Instructions (Word file) |
| Notification of Acquisition of Equipment (PDF) | |
| UC San Diego Foundation forms | Instructions |
| UC San Diego Auction Donor Form (Word file) | Auction Donor Form Instructions (Word file) |
| UC San Diego Auction Purchase Form (Word file) | Auction Purchase Form Instructions (Word file) |
| Forms used for both Regents and UC San Diego Foundation Gifts | Instructions |
| UC San Diego Foundation & Regents Fund Information Sheet (PDF) |
Please complete the new gift fund information sheet in its entirety and submit via the UC San Diego Service and Support portal.
Please include in the attachments any gift agreements associated with the new gift fund(s). |
| Gift Fund Chart String Form (PDF) |
Please complete the Gift Chart String form and submit it through UC San Diego Services & Support Portal, About: Gift Funds; Related to: Gift Fund Setup & Transfer; More Specifically: Gift Fund Chart String. Once gift revenue is recorded if you need to allocate the money to another project or financial unit, please complete a resource transfer. Additional information can be found on the Gift Fund and Foundation Forms Page. |
| W-9 and Corporate Vendor Setup Requests | Submit a Services and Support Ticket including the business purpose of your request to About: Gift Funds, Related to: Gift Fund Inquiries; More Specifically: Gift Fund Questions. If there is a corporate vendor set up, please include copies of all required forms. |
| 700 - U Economic Interest Statement (Accessible through Kuali Portal) | Log into the Kuali Portal to complete the form |
| Payroll Deduction Authorization Form (PDF) | Mail completed & signed form with all accompanying documents to UC San Diego Gift Services, mail code 0940 |
| Health Care Vendor Form (Word file) | Health Care Vendor Form Instructions (Word file) |
To request new Foundation or Regents gift funds, ask gift fund questions, or request a related staff change, contact us through Service & Support (login required).