Forms

Benefits

• Affidavit of Domestic Partnership (PDF) - Declare domestic partnership for benefits
• OPTUMRx COVID 19 Test Kit Reimbursement Request Form – Use this form to request reimbursement for FDA-authorized COVID-19 test kits purchased on or after January 15, 2022 at a retail store, pharmacy or online retailer.
• Tuition - Dependent Children (PDF) - Request tuition for dependent children
• Tuition – On-Campus Remission (PDF) - Request employee, spouse, and domestic partner tuition for on-campus classes
• Tuition – Off-Campus Reimbursement (PDF) - Request employee tuition for off-campus classes
• Tuition - WPI Graduate Level Course Job Related Designation Form (PDF) - This form is to be used by the supervisor to designate, based on course content and job responsibilities, that the course(s) taken is job related and should be excluded from taxation.
• Retirement Application (Faculty) (PDF) - Dean and faculty member to discuss retirement and submit to HR
• Retirement Verification Form (PDF)
• BJ's Membership flyer and application form

Hiring

• Foreign National Form (PDF) - For any foreign national on VISA
• Form I-9 (PDF) - For employee verification
• Remote I-9 Instructions - For any employee who is unable to travel to a Worcester Polytechnic Institute campus to complete their Form I-9. Please note: This form is not to be used by employees in Worcester.
• IT Access for Employees and Non-employees - Hiring managers – request employee computer account
• IT Access for Student Workers - Hiring Departments – request computer account for student workers
• Recommended Appointment Rank for New Full or Part-time Faculty at or Above Associate Professor (PDF) -  To be completed by academic department to ask for COAP’s review at rank at or above the Associate Professor level including Professors of Practice. This form should be sent to the Dean for their signature and forwarded to the Provost’s Office with all applicable support documentation.
• Faculty Position Request Form - Provide position funding and details for creating a new faculty position for recruiting. After completing you will need to confirm your email authentication to initiate the approval process.
• Staff Position and Justification Request Form - Provide position and funding details and organization justification for staff recruiting and hiring
• WPI New Employee Checklist

Non-Faculty Research Appointment

• Non-Faculty Research Position - Titles Matrix (PDF)
• Non-Faculty Research Extension Request Form (PDF)
• Paid Non-Faculty Research Position Request Form – For hiring managers requesting a new paid non-faculty research position
• Request for WPI Un-Salaried Non-Faculty Research Appointment

Payroll Changes & Taxes

• Federal W-4 Form (PDF)  (http://www.irs.gov) - IRS federal tax filing information and forms for reference only.  Please complete this form in Workday.  
• Massachusetts State M-4 Form (PDF) (http://www.mass.gov/dor/) - Massachusetts tax filing information and forms for reference only. Please complete this form in Workday.
• Faculty and Staff Pledge Form (PDF) - Make a gift to WPI through payroll deductions

Performance Management

• Introductory Review - Employee Input - Form for employee to provide input at the end of their introductory period. Notification will come from HR for when to complete this form.
• Introductory Review - Form to be completed by the manager for a new employee that has completed the introductory period. Notification will come from HR for when to complete this form.

Travel or Accident

• Employee Accident Report (PDF) - Employees – complete when injured in the line of work
• Travel Assistance Program (PDF) - Employees traveling on WPI-related business carry this information to be used in the event of accident or injury

Wellness Programs

• Lunchtime Fitness - Registration & Liability (PDF) - More details: Wellness Programs

Finance

Visit Finance’s Frequently Used Forms for payments relating to check requests, expense reports, vendor and contractor forms, banner finance, bank services, p-card, sponsored research accounting, student organizations.