Guidelines and Forms

Everything you need in one place. Explore academic forms, program guidelines, business procedures, and resources for ER&M students, faculty, instructors, and staff. Please sign in with your Yale credentials to access our forms.

Academic Forms & Guidelines

Forms and information for academic planning, teaching, student requirements, and events.

Faculty & Instructors

Find course planning forms, teaching-related requests, and academic procedures for faculty and instructors.

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Graduate Students

Access Graduate Certificate applications, course planning, funding requests, and teaching opportunities.

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Undergraduate Students

Find major worksheets, independent study requests, senior requirement forms, and senior essay submissions.

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Sponsorship & Events

Request event sponsorship, funding, publicity, and administrative assistance for ER&M activities.

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Business Guidelines & Procedures

Find practical guidance for financial transactions, approvals, travel, and departmental expenses.

Financial Transactions & Documentation

Understand financial processes and the documentation needed for business transactions.

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Approvals & Support

Find information about required approvals and administrative assistance for business requests.

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Travel & Meals

Review procedures for business travel, meals, and related expenses.

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Departmental Funds & Services

Learn about departmental funding, available services, and related administrative procedures.

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Personal Expenses & Payments

Find guidance on personal expenses, reimbursements, and payment-related procedures.

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