Fillable Uab Personal Services Form (Page 2 of 2) in pdf

UAB PERSONAL SERVICES FORM INSTRUCTIONS

(Also see the UAB Financial Affairs website for more detailed instructions.)

Purpose Of This Form

This form is used to apply for an individual to be paid as an independent contractor per the UAB Personal Services Policy. It should

be completed and certified by someone with direct knowledge of the services to be provided, and it should be processed prior to any

of the services being performed. This form should be submitted to the Office of the Executive Director of Accounting (AB921

Zip0109).

Description of Services Performed

If the services to be performed by the individual can be classified into one of the following common categories listed below, indicate

the appropriate code in the space provided on the front of the form. Current descriptions of the official categories listed below may

be viewed on the UAB Financial Affairs web site.

Technical Research Consultant (RESC)

Medical Lab Technician (MLAB)

Curriculum Consultant (CURR)

Research Lab Technician (RLAB)

Computer Consultant (COMC)

Research Assistant (RASS)

Supervised Computer Programmer (SCPR)

Research Data Collector (DATA)

Software Developer/Database or System Designer/

Research Subject/Participant* (SUBJ)

Independent Computer Network Administrator (COMP)

Administrative/Financial Consultant (ADCN)

Evaluation Committee Member (EVAL)

Interpreter/Translator* (INTR)

Independent Mailing Contractor (MAIL)

Credit Course Instructor (CCIN)

Supervised Mailing Assistant (SMAI)

Noncredit Course Instructor (NCIN)

Independent Transcriber/Typist/Data Keyer (ITYP)

Tutor (TUTR)

Secretary/Office Worker (SECR)

Teaching Assistant (TASS)

Home Healthcare Provider (NURC)

Independent Lecturer (LECT)

Examiner (EXAM)

Security Guard (SECU)

Instructional Student Lab Attendant (ILAB)

Waiter/Waitress (WAIT)

On-Campus Student Supervisor (CSSP)

Cashier (CASH)

Off-Campus Student Supervisor (OSSP)

Host/Hostess (HOST)

Artist Model* (AMOD)

Housekeeper (HSKP)

Patient Model* (PMOD)

Valet Parker (VALP)

Performing Artist* (PERF)

Stagehand (STAG)

Usher/Ticket-Taker (USHR)

First Aid Personnel For Events (FAID)

* These workers will be classified as independent contractors

Athletics Official/Referee* (ATHL)

regardless of whether or not they are otherwise

Judge* (JUDG)

employed by UAB to perform other work.

If the services to be performed do not fit the descriptions of the categories listed, provide a detailed description of the services, along

with copies of applicable correspondence, draft contracts, or other descriptive materials.

Payments

If independent contractor status is approved, a copy of the pre-approved Personal Services Form must be scanned in as official

documentation for each applicable payment request, whether for fees or for travel reimbursements. However, if independent

contractor status is denied, the individual will have to be set up using the Oracle HR ACT online screen, because payments will

have to be processed through the payroll system.

The contractor's federal tax identification number (TIN) must be certified by having the individual contractor complete an IRS Form

W-9 (or if a nonresident alien, then a IRS Form W-8) and sign it. A copy of the certified W-9 / W-8 must be scanned in as official

documentation for each applicable payment request. Contact the UAB Center for International Programs (HUC 318, Ext. 4-3328) if

you have questions about TINs for nonresident aliens.

Independent contractors may choose to account to UAB for certain travel expenses in accordance with UAB's independent

contractor accountable travel plan. If the contractor chooses to participate, s/he is required to pay such expenses personally and

then apply for reimbursement using UAB's official Individual Independent Contractor Travel Expense Report. This expense report

must be certified by the independent contractor and scanned in as official documentation for each applicable travel reimbursement

payment request, along with copies of the approved Personal Services Form and the certified IRS Form W-9 (or W-8).

Blank Forms

Blank Personal Services Forms, blank IRS Form W-9s/W-8s, and Individual Independent Contractor Travel Expense Reports should

be printed directly off of the UAB Financial Affairs’ “Personal Services” website. Questions regarding the use of the UAB Personal

Services Form or regarding the UAB Personal Services Policy may be addressed to Ms. Julie Maddox in the Office of the Executive

Director of Accounting (Ext. 6-4549).

Uab Personal Services Form Page 2

Related Articles

Related forms

Related Categories