Systems and Procedures
A Division of The Corporate Controller's Office

MOVING EXPENSES SUPPORT FORM
FORM INSTRUCTIONS

Form Instructions

  1. Enter Special Request for Check (SRFC) Number.
  2. Enter Name, PSU-ID, City, State/Country "moving from" and City, State/Country "moving to."
  3. Enter Total amount paid to employee, Total federally non-taxable amount paid to employee, Total amount paid to 3rd party (i.e., moving company, truck rental), Total federally non-taxable amount paid to 3rd party for Transportation of Household Goods and Personal effects. All expenses are federally non-taxable if move is over 50 miles. NOTE: Box must be checked if move is less than 50 miles.
  4. Enter date of departure, date of arrival, number of nights, number of meals, number of miles used. After entering this information, the reimbursement rate for Travel & Lodging Expenses will be automatically calculated.
  5. Enter Other form of transportation (i.e., air, car rental, etc.), total amount and federally non-taxable amount.
  6. Enter date of arrival, date of departure, number of nights for lodging, number of meals, number of miles used, reimbursement rate, and totals reimbursed for Pre-move House hunting Expense. This entire category is federally taxable.
  7. Enter Other form of transportation (i.e., air, car rental, etc.), total amount and federally taxable amount.
  8. Enter "lodging from" date, "lodging to" date, "meals from" date, and "meals to" date for Temporary Living Expenses. This entire category is federally taxable.
  9. Enter "date from" and "date to" for Storage of Household & Personal Effects. Expenses up to 30 days are federally non-taxable. Expenses over 30 days are federally taxable.
  10. Enter Other Expenses (i.e., expenses for buying or selling a home, expenses of getting or breaking a lease, refitting of carpets and draperies). This entire category is federally taxable.
  11. Enter Total Paid to Employee, total federally non-taxable paid to employee, and total federally taxable paid to employee. Enter Total paid to 3rd Party, total federally non-taxable paid to 3rd Party and total federally taxable paid to 3rd Party.
  12. Enter signature of person preparing this form and the date signed.

Receipts are required for all reimbursed expenses except meals and personal mileage.

Image of Exhibit A - Moving Expenses Support Form