Awards & Project Appointments
description
Transcript of Awards & Project Appointments
Stephanie Acosta-KingRm 349a Graduate Science Education
http://medicine.ucalgary.ca/awardsandprojappt
Appointment forms: cause for stress???
Agenda:Information Session
Overview: Qualify, Verify, Comply Forms Descriptions Job Codes, Account Codes and the forms
you use Necessary Information, Form Samples and
Checklist New Information Troubleshooting Question Period
An Overview: The ProcessResearch Services: for all pre-award support and services
Research Accounting: for financial related inquiries, project set up and account codes
Awards & Project Appointments Office: for help with forms and the payment process
FORMS
FORMS
Used only for Graduate Student Salaries and Postdoc Appointments
JOB CODES:PRJ004 (Grad. Student)PDF156 (Postdoc)PDF162 (Postdoc)
Used for stipends or scholarships and Graduate Assistantships
JOB CODES:PRJ002
(Stipend/Scholarship)PRJ001
(GradAssistantship)
Appointments Graduate Salary: 100%
employment & unrelated to studies. T4 income is eligible for statutory deductions
Graduate Assistantship: 1/3 scholarship, 2/3 employment. Combination of T4 & T4A income. T4 income is eligible for statutory deductions. Small expectation for work (i.e. in the lab)
Postdoc Associate: Receiving employment income. T4 income is eligible for all statutory deductions.
Scholarship/Stipend: Receiving scholarship or stipend support. T4A income is not eligible for statutory deductions or RRSP contributions. Income Tax is not automatically deducted, but can be requested.
Postdoc Fellowship: Receiving fellowship support. T4A income. Income Tax is not automatically deducted but can be requested.
Job Codes & Account Codes:Job Code Account Code Title
PRJ001 50140 Grad Assistantship: Master’s Level (non-teaching)
PRJ001 50115 Grad Assistantship: Doctorate Level (non-teaching)
PRJ002 63020 Stipend/Scholarship Award: Master’s Level
PRJ002 63015 Stipend/Scholarship Award: Doctorate Level
PRJ004 50135 Grad Student Salary: Master’s Level
PRJ004 50110 Grad Student Salary: Doctorate Level
PDF156 50105 Post Doctoral Fellowship
PDF162 40130 Post Doctoral Associates
NECESSARY INFORMATION:
FILLING OUT THE FORMS:
1.Personal Details
2.New Hire/Current Details or Appointment Details
3.Revision/Reappointment Details
4.Project Appointment Forms: Benefits Details and Tax Information
5.Authorizations
No cause for alarm: just include the necessary information …
Form Examples Project Appointment Decentral Appointment
Checklist Employee or Student ID Personal Details up to date Student/Work Permit information Check the Job Code with the Account Code Include “Reports to” information if requested on the form Check start and end dates Check compensation amounts (If a postdoc: check that the
compensation amount meets the minimum requirement) Postdocs: Plan C Benefits checked Have taxes been requested to be taken off (if not automatically
deducted)? If so, ensure this request is included in the comments section.
If a new appointment: double check copies of work/student permit, SIN, Direct Deposit Agreement and TD forms (if applicable) are attached
Signatures and Initials Admin Contact information included
Other Important Information: International Students/Postdocs: attach a clear
copy of the Student/Work Permit, a clear copy of the Social Insurance Number, the Direct Deposit Agreement with void cheque and if applicable, Tax Deduction (or TD) forms
Start and End Dates – Decentral Appointments: always start on the first of a month and end on the last day of a month.
PLEASE: always include a contact name, phone number and email on every form
NEW
http://www.ucalgary.ca/postdoc/
Troubleshooting Changing account codes on forms after
submission Work Permit Information and end dates Forms Submission Deadlines To tax or not to tax? Termination Forms: what are they and
when are they required? Plan C Benefits for Postdocs:
nondiscretionary coverage