Get Reimbursement Claim Form Otago

This guide provides a comprehensive overview of how to correctly fill out the Reimbursement Claim Form Otago online. Following these step-by-step instructions will ensure that all necessary information is accurately provided for a successful reimbursement claim.

Follow the steps to complete your reimbursement claim form online.

1. Press the ‘Get Form’ button to download the Reimbursement Claim Form Otago, and open it in your preferred editor.
2. Start by filling in the claimant’s name in the designated field. Ensure that the name matches the bank account holder's name for easy processing.
3. Provide a clear reason for the expenditure in the corresponding section. This helps reviewers understand the context of your claim.
4. List each item being claimed in the 'Items Claimed' section. Include the date of receipt, the appropriate account code, and the amounts for each item.
5. For claims related to the use of a private motor vehicle, fill in the trip date, destination, and purpose of the trip. This can also include a copy of your log book if available.
6. Calculate the total kilometers run for your trip and list them. Use the designated account code (Dissection: 3371) for mileage claims.
7. Enter the rate per kilometer you are claiming (note that no GST can be claimed on mileage). Calculate and provide the total amount for the mileage claim.
8. Add all total amounts together to determine your total reimbursement claim. Ensure it is clear and accurately reflects your expenses.
9. Sign the claimant's signature field and ensure that the approver (your Head of Department, PVC, or delegated authority) signs and provides their name in the designated area.
10. Indicate whether GST is applicable by marking 'Y' for yes or 'N' for no.
11. Save your changes, and proceed to download, print, or share the completed form as needed.

Complete your reimbursement claim form online today to streamline your process.