Foundation Forms

Use these forms to conduct your business with the University at Albany Foundation.
 

• Account Signatory Authorization Form
   
• Advance Expenditure Approval
   
• Deposit Transmittal Form
   
• Deposit Transmittal Form for Special Events
   
• Gift of Stock Form
   
• Letter of Intent from an Individual
   
• Letter of Intent from a Couple
   
• Request for Disbursement
  (Please download the form and save it on your personal drive. Completed forms can be forwarded electronically along with all appropriate documentation to [email protected])
  NOTICE: 
  Please be advised that the University at Albany Foundation is transitioning to a new accounting software system and will be unable to perform specific tasks for several weeks, which includes payment processing.  The last check processing day will be December 20th, and we will not be able to do so again until the new systems go live at the beginning of February 2025.  We request that you plan accordingly and submit all items to be paid by December 16th so that they can be processed for payment on December 20th.
  • W-9 Form
     
    • List of individuals already on file 
    • List of corporations already on file
       
  • W-8BEN Form
     
• Request to Establish a Fund
   
• Vendor Quotes