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Forms to Download

Below you will find links to various forms that you can download. These forms can be printed and completed by hand or cut and pasted into a text document (i.e. Word). You need Adobe Reader to view these files.

Should you have specific questions on the use of these forms or need assistance, please contact our department at (315) 228-7411 or e-mail humres@colgate.edu

Alphabetical List

• Assessment Form
• Authorization to Audit a Colgate course
• Background Check
• Blue PPO Authorization Release Form
• Blue PPO Claim Form
• Blue PPO International Claim Form
• Colgate Higher Education Program (Policy, Application)
• Delta Dental Useful Tools 
• Dental Claim Form
• Direct Deposit Form
• Domestic Partner Application
• Drug Free Policy
• Enrollment Form for PPO
• Flex Form (PayFlex Claim Form)
• Incident Report
• Instructions for Assessment Form
• Life Insurance Beneficiary Form
• Long-Term Disability Certificate Bargaining Unit Employees
• Long-Term Disability Certificate Employees over 52
• Long-Term Disability Certificate Employees under 52
• Pension Plan Salary Reduction Agreement Form
• Personal Data Sheet
• Prescription Drug Mail Order Form 
• Retirement Summary Plan Descriptions (Defined-Contribution, Tax-Deferred Annuity)
• Short-Term Disability Certificate
• Staff Development Fund Form
• Tax Forms (W-4 - Federal, IT-2104 - State, and IT-2104-E (Certificate of Exemption from Withholding)
• Tuition Free Courses at Colgate (information and application)
• Universal Availability Notice
• Work-Related Courses (information and application)

Benefits

Pension Plan Salary Reduction Agreement Form: This form should be used by employees who wish to make a change in the amount of their contribution into their pension fund. This form should be returned to the Human Resources Department. Refer to Payroll Deadlines for determining effective date of change.

• Blue PPO Authorization Release Form
• Blue PPO International Claim Form
• Creditable Coverage Disclosure Notice
• Dental Claim Form
• Flex Form (PayFlex Claim Form)
• HIPAA Authorization Form
• HIPAA Privacy Notice

Summary Plan Descriptions

• Dental Benefit Summary Plan Description
• Health and Welfare Benefit Summary Plan Description
• Retirement Summary Plan Description
• Tax-Deferred Annuity Summary Plan Description

Tax Forms

• Employee's Withholding Allowance Certificate (W-4)
• Employee's Withholding Allowance Certificate - New York State (IT-2104)
• Certificate of Exemption from Withholding - New York State (IT-2104-E)