Get Travel Report Worksheet - Ucla Physics & Astronomy

The Travel Report Worksheet for UCLA Physics & Astronomy is essential for documenting travel-related expenses and ensuring reimbursement. This guide provides clear and user-friendly instructions for completing the form online, making the process efficient and straightforward.

Follow the steps to complete the Travel Report Worksheet efficiently.

1. Click ‘Get Form’ button to obtain the worksheet and open it in the online editor.
2. Enter your UCLA ID number and phone number in the respective fields.
3. Provide the traveler’s name and contact information, including email. Select 'YES' or 'NO' to indicate if you are a UCLA employee, and if 'NO', list your employer and title.
4. Fill in your mailing address, ensuring to specify that P.O. boxes are not allowed.
5. Non-U.S. citizens must attach the completed Declaration of Immigration Status Form and a photocopy of their I-94 visa card.
6. Input the travel dates, specifying the start and finish dates.
7. If applicable, include any personal days taken during the trip and provide an explanation in the notes section.
8. Document the name of the event or conference, making sure to write out all acronyms.
9. Describe the purpose of the travel in detail, including how it relates to UCLA.
10. Specify the name of your Principal Investigator or advisor.
11. Indicate the funding source, providing the account number, FAU#, or recharge ID.
12. Record each expense over $75, ensuring you have receipts attached for verification. Provide the date, description of the expense, and the amount.
13. Indicate the method of payment and whether receipts are attached for each transaction.
14. Complete the total meal expenses section by filling out totals from Page 2 and calculating the subtotal.
15. Include any notes relevant to the travel claim, subtract any travel advances from total expenses.
16. Sign and date the form where indicated for the traveler and obtain approval signature from your PI, advisor, or fund manager.
17. Finally, save the changes, download, print, or share the completed form as needed.

Complete your Travel Report Worksheet online today to ensure your expenses are reimbursed promptly.