The Internal Revenue Service (IRS) requires sufficient records to document that the expenses for which the university. A good statement of business purpose for the expense report will answer who, what, when, where and why. Just writing ‘research,’ ‘attend conference’ or ‘donor meeting’ is usually insufficient. Travelers may also be asked to provide a business justification for particular expenses.

UCSF does not complete credit applications. In lieu of a credit application, please send the supplier the UCSF Credit Reference Letter. The letter contains all of the standard information that a supplier would require on a credit application. Please never sign a credit application because you likely do not have authority to commit the University to such agreements.

Yes. It’s common for a supplier to require the customer to open an account. Typically, the supplier will ask for your name and shipping address. Other times, the supplier may ask for additional UCSF institutional information, such as the UCSF Tax ID, billing address, or credit references. Refer to the full tip for more guidance.