Systems and Procedures
A Division of The Office of Budget and Finance
A Division of The Office of Budget and Finance
NOTE: Google Chrome must be used to access the GURU website and for completing and/or downloading fill-and-print forms. Firefox, Internet Explorer, and/or Microsoft Edge browsers do not support all features required for PDF fill-and-print form functionality. Substitutes for an approved University official form (created using a different browser or scanned copies) will be returned along with the request to use the Chrome version of the form.
The Incident Form provides a means for the Claims Manager within the Office of Risk Management to obtain factual information to evaluate claims for property damage or bodily injury accidents or incidents.
DO NOT use this form for worker's compensation claims (see Human Resources Workers' Compensation website) or for automobile accident/injuries claims (see Vehicle Accident Report). Each of those websites contain documentation related to those types of events.
Complete the form, in its entirety, and describe the incident in detail. The individual intending to file the incident form must sign and date the completed form. If the individual is unable to complete the form, a University representative may assist with completion of the form, but the form must be signed by the individual.
The completed and signed form is to be turned into the College/Departmental Safety Officer or Commonwealth Campus Financial Officer, who will file the report with the University's Office of Risk Management.
For step-by-step instructions for completing the Incident Form, click the link below:
No form may be used that substitutes for an approved official University form without prior review and approval by the steward of the form/central office, as facilitated by the Office of Systems and Procedures (designated representative of the Associate Vice President for Budget and Finance). Policy FN17 Required Use of Approved University Forms Appearing in the General University Reference Utility (GURU) requires that all form templates must be vetted and approved prior to being published on the GURU website and all such documents having gone through said established approval process must be password protected. See Procedure FN2017 Use of Forms Appearing on the GURU Website for complete details.
If you encounter any difficulties, contact the GURU support staff by submitting a Technical Support Form request.
| Document: | Ultimate Distribution: | Retention Periods: | Disposition: |
|---|---|---|---|
| Original (Paper or Electronic) | Claims Supervisor, Office of Risk Management | End of fiscal year +2 years | Paper document - Secure Bin disposal or shred Electronic document/data - delete and empty recycle bin |
| Transitory Copy* | College/Departmental Safety Officer or Commonwealth Campus Financial Officer, | Upon verification of successful submission to Risk Management - End of fiscal year | Paper document - Secure Bin disposal or shred Electronic document/data - delete and empty recycle bin |
*Transitory Copy - University Records that have temporary value and, as a result, may be destroyed after they are no longer needed. In no event shall be retained longer than the official copy of the University Records as delineated on the Records Retention Schedule.
Forward to the Office of Risk Management Claims Supervisor at psuclaims@psu.edu.
For questions or additional details, please contact the Office of Risk Management.
To request changes to this form, please contact the Office of Systems & Procedures by submitting a GURU Technical Support Request Form.