Travel Reimbursement Request | ESE Staff Reference Site

This form should only be used to provide basic information and determine which other forms you will need.

Reimbursement

Name(Required)

Email(Required)

Address(Required)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Phone

Do you have a social security number?(Required)

Yes

I have a US social security number

Please fill out IRS form W-9, located at http://www.irs.gov/pub/irs-pdf/fw9.pdf.

I do not have a US social security number

Please fill out IRS form W-8BEN, which is at http://www.irs.gov/pub/irs-pdf/fw8ben.pdf.

We will also need a copy of your passport and/or visa.

Do you have a US bank account?(Required)

Yes

I have a US bank account

If you wish to be reimbursed by direct deposit, please fill out the form at https://finance.unc.edu/forms/1218-1-2f/ and provide either a voided check or an official document from your bank confirming the account numbers.

If you wish to receive a physical check, please state that in the comments field.

I do not have a US bank account

Please fill out the form at https://finance.unc.edu/files/2015/12/foreign-wire-setup.pdf. You must also provide either a voided check or some other official documentation from your bank confirming the account information.

What currency should we reimburse you in?

Comments

Please provide:

W-9
Direct Deposit form
Voided check or other confirmation of banking information
Receipts for any expenses the department has agreed to pay. Each receipt must show:
- What was purchased
- Confirmation that it was paid

Please provide:

W-9
Wire Transfer form
Official confirmation of banking information from bank
Receipts for any expenses the department has agreed to pay. Each receipt must show:
- What was purchased
- Confirmation that it was paid

Please provide:

W-8BEN
Passport and/or visa
Wire Transfer form
Official confirmation of banking information from bank
Receipts for any expenses the department has agreed to pay. Each receipt must show:
- What was purchased
- Confirmation that it was paid

Please provide:

W-8BEN
Passport and/or visa
Direct Deposit form
Official confirmation of banking information from bank
Receipts for any expenses the department has agreed to pay. Each receipt must show:
- What was purchased
- Confirmation that it was paid

Any forms you are asked to “provide” should be sent to the person who gave you this link.