Get Foreign Transfer Allowance

The Foreign Transfer Allowance worksheet is essential for calculating allowable expenses related to a transfer to a foreign post. This guide provides a step-by-step approach to effectively complete the form online, ensuring you understand each section and the necessary details required.

Follow the steps to efficiently complete your Foreign Transfer Allowance worksheet.

1. Click the 'Get Form' button to access the Foreign Transfer Allowance worksheet and open it for editing.
2. Begin by filling in your name, including your last name, first name, and middle initial in the designated fields.
3. In the agency section, provide the name of the relevant agency associated with your transfer.
4. For the miscellaneous expense portion, choose whether to claim a flat rate or itemize your expenses. If you select the flat rate, check the appropriate box and ensure you enter the correct amount based on your status without family or with family. If itemizing, you will need to gather and input receipts as required.
5. Complete the wardrobe expense section by stating your previous and current post and transfer zones. Indicate your status as an employee without family, with one eligible family member, or with two or more family members.
6. Proceed to the predeparture subsistence expense portion. Here, accurately input the per diem rate for your U.S. post of assignment and the maximum allowance calculations for lodging, meals, and laundry for each occupant.
7. For lease penalty expenses, determine the lesser of the lease penalty per the terms of your lease or three months' rent and enter the appropriate amount.
8. Obtain the signature of the authorizing official in the designated section, certifying the necessary statements regarding your transfer and lease termination.
9. Add any remarks necessary for your claim in the remarks section, if applicable.
10. Finally, review all entries for accuracy, then save your changes, and options to download, print, or share the completed Foreign Transfer Allowance worksheet.

Start filling out your Foreign Transfer Allowance document online today for a smoother transfer process.