REQUEST FOR TRAVEL EXCEPTION FORM INSTRUCTIONS
Systems and Procedures
A Division of The Corporate Controller's Office
IN

REQUEST FOR TRAVEL EXCEPTION

Form Instructions

  1. Enter the name of the travel requesting a travel exception
  2. Check the appropriate University Affiliation for the traveler:
    • Executive
    • Administration
    • Faculty
    • Staff/Tech Service
    • Non-Employee (Guest)
    • Postdoctoral Scholar/Fellow
    • Graduate Assistant/Fellow/Trainee
    • Student
  3. Enter the travelers' Business Area
  4. Enter the travelers' department name
  5. Enter the dates of the trip
  6. Enter the trip destination
  7. Enter the business purpose of the trip and attach all relevant Travel Support Documents including the appropriate Travel Reimbursement Checklist (CONUS or OCONUS) form
  8. Provide an explanation of reason for exception or attach memo of explanation
  9. The traveler must sign the completed form
  10. The travel must date the completed form
  11. Print the name of the Budget Administrator
  12. The Budget Administrator must sign the form
  13. The Budget Administrator must date the form
  14. Print the name of the Budget Executive
  15. The Budget Executive must sign the form
  16. The Budget Executive must date the form
  17. The Financial Officer must complete this section, sign and date the form. If the exception is for an Executive, this form must be sent to the Assistant Controller/Director, University Financial Officers for review and approval.
  18. If the exception is for an Executive or if the Financial Officer wants further approvals, this form must be signed and dated by the Assistant Controller/Director, University Financial Officers
  19. If the exception is for an Executive, the Corporate Controller must complete this section, sign and date the form
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