Get Travel Form Instructions - Berkeley Law - Law Berkeley

Filling out the Travel Form for Berkeley Law is essential for successfully submitting travel expenses for reimbursement. This guide provides clear and comprehensive instructions to ensure users can complete the form effectively and accurately.

Follow the steps to fill out the Travel Form correctly.

1. Press the ‘Get Form’ button to access the Travel Form. This will allow you to open it in the editor.
2. Enter the traveler’s name in the designated field. Ensure to include the full name for proper identification.
3. Input the Employee/Student ID. This should be the UC Berkeley ID rather than any social security number.
4. Fill in the vehicle license, city of residence, and confirm liability insurance if requesting mileage reimbursement.
5. Briefly explain the trip's business purpose in the Trip Purpose section, avoiding abbreviations.
6. Specify the Trip Destination by stating the city and state where the trip's core activities occurred.
7. Provide the Date/Time the traveler left and returned to home or office, using airline itinerary information if necessary.
8. Report transportation expenses in the Location Expenses – Transportation section, detailing all relevant commuting costs.
9. Document miscellaneous expenses in the Location Expenses – Miscellaneous section, justifying the costs where needed.
10. Enter daily meal and lodging expenses, ensuring to provide required documentation for reimbursements.
11. Sum up all costs in the Total Expenses field, noting any trip advance amounts as necessary.
12. Obtain signatures from both the traveler and the approver. Note that electronic signatures are not accepted.
13. Submit the completed Travel Report Form and any necessary attachments to Business Services using the designated courier or mailing method.

Start completing your Travel Form online today for a smooth reimbursement process.