Stephanie Acosta-KingRm 349a Graduate Science Education

403-210-6687gseproj@ucalgary.ca

http://medicine.ucalgary.ca/awardsandprojappt

Appointment forms: cause for stress???

Agenda:Information Session

Overview: Qualify, Verify, Comply Forms Descriptions Job Codes, Account Codes and the forms

you use Necessary Information, Form Samples and

Checklist New Information Troubleshooting Question Period

An Overview: The ProcessResearch Services: for all pre-award support and services

Research Accounting: for financial related inquiries, project set up and account codes

Awards & Project Appointments Office: for help with forms and the payment process

FORMS

FORMS

Used only for Graduate Student Salaries and Postdoc Appointments

JOB CODES:PRJ004 (Grad. Student)PDF156 (Postdoc)PDF162 (Postdoc)

Used for stipends or scholarships and Graduate Assistantships

JOB CODES:PRJ002

(Stipend/Scholarship)PRJ001

(GradAssistantship)

Appointments Graduate Salary: 100%

employment & unrelated to studies. T4 income is eligible for statutory deductions

Graduate Assistantship: 1/3 scholarship, 2/3 employment. Combination of T4 & T4A income. T4 income is eligible for statutory deductions. Small expectation for work (i.e. in the lab)

Postdoc Associate: Receiving employment income. T4 income is eligible for all statutory deductions.

Scholarship/Stipend: Receiving scholarship or stipend support. T4A income is not eligible for statutory deductions or RRSP contributions. Income Tax is not automatically deducted, but can be requested.

Postdoc Fellowship: Receiving fellowship support. T4A income. Income Tax is not automatically deducted but can be requested.

Job Codes & Account Codes:Job Code Account Code Title

PRJ001 50140 Grad Assistantship: Master’s Level (non-teaching)

PRJ001 50115 Grad Assistantship: Doctorate Level (non-teaching)

PRJ002 63020 Stipend/Scholarship Award: Master’s Level

PRJ002 63015 Stipend/Scholarship Award: Doctorate Level

PRJ004 50135 Grad Student Salary: Master’s Level

PRJ004 50110 Grad Student Salary: Doctorate Level

PDF156 50105 Post Doctoral Fellowship

PDF162 40130 Post Doctoral Associates

NECESSARY INFORMATION:

FILLING OUT THE FORMS:

1.Personal Details

2.New Hire/Current Details or Appointment Details

3.Revision/Reappointment Details

4.Project Appointment Forms: Benefits Details and Tax Information

5.Authorizations

No cause for alarm: just include the necessary information …

Form Examples Project Appointment Decentral Appointment

Checklist Employee or Student ID Personal Details up to date Student/Work Permit information Check the Job Code with the Account Code Include “Reports to” information if requested on the form Check start and end dates Check compensation amounts (If a postdoc: check that the

compensation amount meets the minimum requirement) Postdocs: Plan C Benefits checked Have taxes been requested to be taken off (if not automatically

deducted)? If so, ensure this request is included in the comments section.

If a new appointment: double check copies of work/student permit, SIN, Direct Deposit Agreement and TD forms (if applicable) are attached

Signatures and Initials Admin Contact information included

Other Important Information: International Students/Postdocs: attach a clear

copy of the Student/Work Permit, a clear copy of the Social Insurance Number, the Direct Deposit Agreement with void cheque and if applicable, Tax Deduction (or TD) forms

Start and End Dates – Decentral Appointments: always start on the first of a month and end on the last day of a month.

PLEASE: always include a contact name, phone number and email on every form

NEW

http://www.ucalgary.ca/postdoc/

Troubleshooting Changing account codes on forms after

submission Work Permit Information and end dates Forms Submission Deadlines To tax or not to tax? Termination Forms: what are they and

when are they required? Plan C Benefits for Postdocs:

nondiscretionary coverage