Forms and Resources
Find commonly used forms organized by category below. Each form includes a timeline to help you plan ahead.
If you don’t see the form you need or have trouble accessing one, please contact or visit your SOMeCA office for support.
Event proposal forms
For more information about planning events, visit the Plan an Event page.
Financial forms
Purchase Request Form
This form serves as an agreement from your organization to spend org money on Supplies or a Service. We do not give organizations cash, a check, or a credit card to purchase items. Instead, this request creates a document called a Purchase Order that serves as a promise to pay from the University to the vendor.
Reimbursement Form
This form is an agreement that captures the amount to give back to a person when they made a purchase with their own money for the organization. To be reimbursed, you must fill out a 204 Form. Don’t pay out of pocket for services. The University can’t reimburse you for services.
This form is closed and will open again in fall 2025
Please Note: For travel or fundraiser-related payments and reimbursements, please contact your SOMeCA advisor for guidance and support.
204 Form for Payee Setup
Please Note: This is a University-wide form, not a SOMeCA-specific form. It is used to authorize individuals or businesses to receive payments from UC Santa Cruz.
Request to Pay Form
Once a service has been completed, please submit a Request to Pay Form to process payment to the vendor for services provided to your student organization.
Ledger Request Guide
To request your organization’s ledger, an Authorized Representative must email soar.ba@ucsc.edu from their personal @ucsc.edu account. This email serves as the authorization to review. SOMeCA fiscal staff will confirm receipt and provide a spreadsheet of the organization’s financial transactions.
How to reassign/reroute a form
A step-by-step guide to initiate a request in DocuSign and reroute to a signer
Greek-Letter Organization (GLO) forms
Slug Greek Excellence Program
The Slug Greek Excellence Program is designed to elevate the creative and collaborative environments fostered by student organizations. It emphasizes agency, organizational dynamics, purpose-driven integrity, community engagement, and self-reflection. The program provides Greek-Letter Organizations with a framework to assess their contributions to a just and safe campus, while identifying areas for growth.
Chapter Executive Form
This form is required whenever there are changes to your Executive Board. To access the Chapter Executive Google Spreadsheet, please contact your SOAR advisor.
Chapter Roster
Chapter Rosters must be updated and submitted each quarter. Required information includes: cumulative chapter GPA, member name, student ID, UCSC email, anti-hazing form completion status, and membership status. To access the Chapter Roster Google Spreadsheet, please contact your SOAR advisor.
Anti-Hazing Form
This form is required for all active, inactive, and prospective members. A chapter executive must submit a separate request for each member.
New Member Education Program and Calendar
A New Member Education Schedule must be submitted each quarter a new class will be initiated. The schedule must include all meetings, programs, activities, and events from bid day to crossing, with details such as date, time, location, goals, and attendance. Crossing ceremonies must be completed by Friday of Week 10 each quarter.
SGEP Workshops and Programs Evaluation Form
This required form is used to document evaluations for your Prevention & Education Workshop, Philanthropy Event, and Collaborative Event. If submitting multiple evaluations, please complete a separate form for each. All evaluations are due within 5 business days of the event.
Greek Life policies & reports
Expansion Policy
The Expansion Policy outlines the required procedure for establishing University recognition of new Greek-Letter Organizations. UC Santa Cruz operates with an assumption of non-expansion unless a need has been determined to change this assumption.
Reactivation Policy
The Reactivation Policy outlines the steps required to reactivate an inactive Greek-Letter Organization previously recognized by SOAR. To be eligible, the organization must have been recognized by SOAR within the past two academic years (Fall–Spring).
Interest form for expansion
There will be no expansion of new Greek-Letter Organizations for the 2025-2026 academic year. If you would like to meet with the Expansion Council to discuss your interest in expansion, please sign up on this Google form.
Campus-Recognized Sorority & Fraternity Transparency Act
The Campus-Recognized Sorority and Fraternity (FSL) Transparency Act requires each institution of higher education to include in the institution’s requirements for campus recognition of a campus-recognized sorority or fraternity. The FSL Transparency Act requires the institution to suspend the campus recognition of any campus-recognized sorority or fraternity that does not comply with the reporting requirements. The information that each GLO is required to report has been integrated into the information that is collected for the Slug Greek Excellence Program.
Check out the full language of the FSL Transparency Act including the required information to report for each GLO.
Constitution forms
An up-to-date constitution is required for registration and serves as the foundation for your organization’s governance. Below are resources to help you develop or revise your organization’s constitution. For more information about updating registration, visit the Register Your Organization page.
- Constitution Guidelines – General guidance for student organizations
- Fill-in-the-Blank Constitution – A template that allows you to fill in key details for your organization’s constitution.