Commonly used forms
Every form you’ll need across the grants lifecycle, in one place.
Propose & submit
Pre-award forms, handled with your GCM in ORSP.
Subrecipient Commitment Form
PDF | ORSP
When a collaborator at another institution will be a subrecipient on your proposal.
Conflict-of-Interest Disclosure
Online | ORSP
Disclose financial interests with each proposal and once a year.
Full-time faculty and staff with a wfu.edu email should use this link to access your disclosure. This will allow you to log-in using your WFU credentials.
Internal Funding Applications (PRG, ICG)
Online | ORSP
Apply for internal seed and pilot funding to generate preliminary data.
Standard Institutional Information
Online | ORSP
UEI, EIN, F&A and fringe rates, and addresses needed for proposals.
Manage the award
Pre-award forms, handled with your GCM in ORSP.
Award Continuation Form
Google Doc | FINANCE
Keep incurring costs while a forthcoming amendment is still pending.
Award Rebudgeting Form
Google Sheet | FINANCE
Move funds between budget categories on an active award.
Award Cost Transfer Form
Google Doc | FINANCE
Correct a charge posted to the wrong award (within 90 days of the error).
Cost Accounting (CAS) Exceptions Form
PDF | ORSP
Justify charging a normally-indirect cost (e.g., admin salary) as a direct cost.
Cash Swap Request Form
XLSX | FINANCE
Move charges to or from Wake Forest University Health Sciences.
Salary / Payroll (PAA) Adjustment
XLSX | FINANCE/HR
Adjust how salary is distributed across funding sources after the fact.
Missing Receipt Affidavit
XLSX | FINANCE
Substitute for a lost itemized receipt — use sparingly.
Foreign Travel / Fly America Forms
Online | GLOBAL PROGRAMS
Required at least 30 days before federally funded international travel.
Prior Approval Form
XLSX | ORSP
Document changes needed on existing or pending federal grants where Wake Forest University is the prime recipient.
Compliance
Cross-cutting — complete before the related work begins.
Research Regulatory Review Form
Online | EHS
Confirm whether IRB, animal, or biosafety review is needed before you start.
Export Control Review Request
Online | ORSP
Screen international shipments, travel, or restricted technology.
Close out
End-of-award forms.
Residual Balance Transfer Request
Google Doc | FINANCE
Disposition leftover funds on a fixed-price or milestone agreement.
Internal Award Final Report
Google Doc | OSRP
Required report for recipients of internal funding (PRG, ICG, etc.).