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Get Cell Phone & Data Plan Allowance Withholding Exemption Request
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How to fill out the Cell Phone & Data Plan Allowance Withholding Exemption Request online
Completing the Cell Phone & Data Plan Allowance Withholding Exemption Request is essential for employees seeking reimbursement for work-related communication expenses. This guide will walk you through each section of the form to ensure a smooth and accurate submission process.
Follow the steps to successfully complete your request form online:
- Click ‘Get Form’ button to access the document and open it in the online editor.
- Enter your full name in the 'Employee Name' field to identify yourself.
- Input your Banner ID in the designated area to link your request to your employee record.
- Provide your job title under the 'Job Title' section to clarify your role within the organization.
- Fill in your email address in the 'Email' field to enable communication regarding your request.
- Specify your department name to ensure your request is processed by the correct budget officer.
- Attach the two most recent cell phone/data plan invoices as required documentation.
- Analyze the invoices thoroughly; document each incoming and outgoing call, noting the amount, duration, and business purpose (if applicable).
- Calculate the percentage of calls made for business purposes based on your documentation and write it in the provided field.
- Sign and date the Employee Certification and Signature section to confirm the accuracy of your information.
- Lastly, submit the completed form, along with your documentation and copies of the invoices, to your Budget Officer.
Begin completing your Cell Phone & Data Plan Allowance Withholding Exemption Request online now!
You can claim exemption from withholding only if both the following situations apply: For the prior year, you had a right to a refund of all federal income tax withheld because you had no tax liability. For the current year, you expect a refund of all federal income tax withheld because you expect to have no liability.
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