Moving Expenses/Reimbursement Form

 

Name:  ___________________________________________LUID #: ____________________________

Campus address: ___________________________________Date: ____________________________

Allowance for moving expenses _________________

 

1.  List expenses for transportation and storage of household goods and personal effects:

 

Item #

Item description

Amount

 

 

 

 

 

 

 

 

 

 

2.  List  expenses for travel and lodging payments for moving from old to new home. Do not include meals.

 

Item #

Item description

Amount

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

3.  List all other expenses such as food, rental services, house search etc.

 

Item #

Item description

Amount

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Any expenses in #1 or #2 are tax exempt.   Any expenses in #3 are taxable.  All reimbursements will appear on your payroll check.

 

You can be reimbursed for gas expense or mileage at the rate of .19 cents per mile, but not both.

 

Reimbursement can only be issued for receipted items.  Please number receipts and attach.

 

Distance test - Your new workplace must be at least 50 miles farther from your old home than your old workplace was.

 

Time test - If you are an employee, you must work full time in the general area of your new workplace for at least 39 weeks during the 12 months right after you move.

 

Please refer to IRS Publication 521 Moving Expenses which explains the deductibility of certain expenses.   The link for this is   http://www.irs.gov/pub/irs-pdf/p521.pdf

 

Please forward with approval to Payroll (Extension 6539).

 

Approved by:  __________________________________________ Date: _________________

                                                                  (Immediate Supervisor)

 

(Additional space for recording items appears on next page.)

 

 

 

 

 

 

1.  List expenses for transportation and storage of household goods and personal effects (continued):

 

Item #

Item description

Amount

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2.  List  expenses for travel and lodging payments for moving from old to new home. Do not include meals (continued).

 

Item #

Item description

Amount

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

3.  List all other expenses such as food, rental search, house search etc. (continued).

 

Item #

Item description

Amount