Southern Methodist University
SMU Human Resources
Business & Finance > Business Services > Human Resources

Alphabetical listing of all HR Forms

Benefits Forms

Compensation Forms

Employee Paperwork Flow

Recruitment and Retention Forms

Tuition Benefits

 

All forms are in Adobe Acrobat format, unless otherwise indicated.

To view the Adobe Acrobat forms, you will need to have Adobe Acrobat Reader 7.0 (a free copy is available by using the below link).

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Benefits Forms

Click on the form that you need.

403(b) Retirement Plan Election Form

Aetna Mail Order Prescription Form

Basic Group Life Insurance Beneficiary Designation (interactive PDF format)

Benefits Enrollment Checklist-New Employees: FACULTY and STAFF

Benefits Enrollment Form (interactive PDF format)

Benefits Change/Beneficiary Designation Form

BlueCross/BlueShield Medical Claim Form

BlueCross/BlueShield Prescription Reimbursement Claim Form

BlueCross/BlueShield-Prime Therapeutics Mail Order Rx Form

BlueCross/BlueShield Student Certification Form

Change of Address Form

Change of Business Address Form

Dental Claim Form

Domestic Partner - Declaration of Dissolution (interactive PDF format)

Domestic Partner - Statement of Domestic Partnership

Faculty Statement

Fidelity 403(b) Application

Fidelity 403(b) Beneficiary Designation Form

Fidelity 457(b) Beneficiary Designation Form

Fidelity Loan Application

Fidelity Loan Payment Authorization Form

Fidelity Rollover/Transfer Form

Fidelity Rollover or Transfer Instructions

FSA Auto-Claim Authorization Form

FSA Dependent Care Reimbursement Form

FSA Direct Deposit Form

FSA Enrollment Form (interactive PDF)

FSA Health Care Reimbursement Form

HSA Election Form

Leave of Absence Form-Staff

Long Term Care Enrollment Form

Long Term Care Enrollment Form Instructions

Long Term Care Long Form Application

Long Term Care Long Form Application Instructions

Long Term Care Short Form Application

Long Term Care Short Form Application Instructions

Reliance Standard Evidence of Insurability Form (interactive PDF format)

Termination Form

TIAA-CREF Beneficiary Designation Form

TIAA-CREF Enrollment Form-5% Regular Retirement

TIAA-CREF Enrollment Form-SRA

TIAA-CREF Rollover/Transfer Form

Vanguard 403(b) Enrollment Form

Vanguard Asset Transfer Form

Vanguard Beneficiary Designation Form

Vanguard Rollover/Transfer Form

Weight Watchers Letter of Medical Necessity for Weight Loss (interactive PDF format)

(required for Flex reimbursement of Weight Watchers fees)

 

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Compensation Forms

Click on the form that you need.

Faculty Payroll Schedule Election Form (interactive PDF format)

Job Evaluation Form    (MS Word format)

Job Evaluation Form - Guidelines    (MS Word format)  

Minister's Housing Form (interactive PDF format)

Payroll Authorization Form (MS Excel format) 

Position Management Form

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Recruitment and Retention Forms

Click on the form that you need.  Please allow time for the PDF document to load.

Acceptable Documents to Complete I-9 (PDF format)

Alternate Work Schedule Request Form (PDF format)

Applicant Evaluation Form (interactive PDF format)

Background Check Release Form (PDF format)

Employment Application (PDF format)

Faculty Personal Data Information Form (interactive PDF format)

Search Summary (interactive PDF format)

Recruitment Request Form (interactive PDF format)

Personal Data Information (PDF format)

Performance Review Manager Forms

Performance Review Staff Forms

W4

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Tuition Benefits Forms

 Click on the form that you need.

 Dependent as Student Form (interactive PDF format)

 Employee as Student Form (interactive PDF format)

 Spouse as Student Form (interactive PDF format)

 Change of Hours Form (interactive PDF format)

 Determination of Tax Status Form (interactive PDF format)

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Alphabetical Listings of all HR Forms

403(b) Retirement Plan Election Form

Aetna Mail Order Prescription Form

Alternate Work Schedule Request Form (PDF format)

Applicant Evaluation Form (PDF format)

Background Check Release Form (PDF format)

Basic Group Life Insurance Beneficiary Designation (interactive PDF format)

Benefits Enrollment Checklist-New Employees

Benefits Enrollment Form (interactive PDF format)

Benefits Change/Beneficiary Designation Form

BlueCross/BlueShield Medical Claim Form

BlueCross/BlueShield Prescription Reimbursement Claim Form

BlueCross/BlueShield-Prime Therapeutics Mail Order Rx Form

BlueCross/BlueShield Student Certification Form

Change of Address Form

Change of Business Address Form

Change of Hours Form (interactive PDF format)

Dependent as Student Form (interactive PDF format)

Determination of Tax Status Form (interactive PDF format)

Dental Claim Form

Domestic Partner - Declaration of Dissolution (interactive PDF format)

Domestic Partner - Statement of Domestic Partnership

Employment Application (PDF format)

Employee as Student Form (interactive PDF format)

Faculty Payroll Schedule Election Form (interactive PDF format)

Faculty Personal Data Information Form (interactive PDF format)

Faculty Statement (PDF format)

Fidelity 403(b) Application

Fidelity 403(b) Beneficiary Designation Form

Fidelity 457(b) Beneficiary Designation Form

Fidelity Loan Application

Fidelity Loan Payment Authorization Form

Fidelity Rollover/Transfer Form

Fidelity Rollover or Transfer Instructions

FSA Auto-Claim Authorization Form

FSA Dependent Care Reimbursement Form (interactive PDF format)

FSA Direct Deposit Form (interactive PDF format)

FSA Enrollment Form (interactive PDF format)

FSA Health Care Reimbursement Form (interactive PDF format)

HSA Election Form

Job Evaluation Form (MS Word format)

Job Evaluation Form - Guidelines (MS Word format)

Leave of Absence Form-Staff

Long Term Care Enrollment Form

Long Term Care Enrollment Form Instructions

Long Term Care Long Form Application

Long Term Care Long Form Application Instructions

Long Term Care Short Form Application

Long Term Care Short Form Application Instructions

Minister's Housing Form (interactive PDF format)

Payroll Authorization Form (MS Excel format) 

Position Management Form

Recruitment Request Form (interactive PDF format)

Reliance Standard Evidence of Insurability Form (interactive PDF format)

Search Summary Form

Spouse as Student Form (interactive PDF format)

Termination Form

TIAA-CREF Beneficiary Designation Form

TIAA-CREF Enrollment Form-5% Regular Retirement

TIAA-CREF Enrollment Form-SRA

TIAA-CREF Rollover/Transfer Form

Vanguard 403(b) Enrollment Form

Vanguard Asset Transfer Form

Vanguard Beneficiary Designation Form

Vanguard Rollover/Transfer Form

W4 - 2008

Weight Watchers Letter of Medical Necessity for Weight Loss (interactive PDF format)

(required for Flex reimbursement of Weight Watchers fees)

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