Social & Behavioral Research: Forms & Consent Templates
Main content start
Non-Medical Investigators can find their relevant forms and consent templates in this section:
Protocol Submission Guidelines
- When preparing a protocol for IRB submission, select the Non-Medical eProtocol Application category.
- If your study involves collecting and analyzing human biological specimens or Protected Health Information (PHI), you must use the Medical eProtocol application.
Need Assistance?
- Questions? Email the Non-Medical IRB Panel Staff.
- Having trouble accessing forms? Email IRB Education or call 650-724-7141 to have the forms sent to you.
Writing Consent/Assent Forms
- Ensure that the language used is clear and understandable to someone without a scientific background.
- Please use the Microsoft Readability Statistics tool as needed when writing your consent form.
Templates:
Consents
See consent template updates for recent changes
| Template name | Document type |
|---|---|
Consent | doc [10/2025] |
Research Information Sheet - Use for Waiver of Documentation | doc [10/2025] |
Exempt Research Information Sheet | doc [10/2025] |
Parent or Legally Authorized Representative Permission | doc [10/2025] |
Video Use Consent | doc [05/2023] |
Assents, phone screens, scripts
See consent template updates for recent changes
| Template name | Document type |
|---|---|
Assent – under 18 | doc [08/2025] |
| Telephone Screening of Potential Subjects | doc [05/2023] |
| Sample Phone Screen Level 1a | Guidance |
| Sample Phone Screen Level 1b | Screen1a |
| Oral Consent Script | doc [10/2025] |
| Research Payment Update Information Sheet | doc [02/2026] |
Other Forms:
| NHSR Determination; Other | |
|---|---|
Not Human Subject Research (NHSR) Determination Form | |
Letter of Agreement - for research in cooperation with other organizations | |
Social Behavioral Initial Submission Checklist | |
| Scientific Review | |
|---|---|
Review of Scientific and Scholarly Validity, and Oversight (by Academic Sponsor) | |
Review of Scientific and Scholarly Validity (by Dept Chair or School Dean) | |
eProtocol Forms:
| Required Attachments | |
|---|---|
International Research Supplemental Questions – research outside the US | |
DOE-supported research: Protection of Personally Identifiable Information (PII) [Form APP-14] | |
| Blank eProtocol Application Forms | |
New, Modification, Continuing Review (These are for informational purposes only) | |
eProtocol is used to submit: | |