State Accounting
Relocation
Reference materials:
Human Resource Enterprise’s guide to Relocation Reimbursement
SAE Accounting Policy and Procedures Manual, see Section 220.100: Employee Expenses – Relocation Reimbursement Policy
Relocation forms:
Agreement for Recouping Recruitment, Retention, etc.
Calculation of Income Tax Assistance Payment
Calculation of Market Value Differential
Calculation of Mortgage Interest Differential
Inventory Worksheet--page 1 & 2
IRS Test
Move Planner Worksheet
Moving Company Bid Sheets
Pay Information p-9 Form
Relocation TP & JV1 Cover Sheet
Statement of Ownership--page 1 & 2
Relocation Expenses Recap (Sample) (Word Template)
Travel Payment for Relocation Expenses (sample) (Word Template)
Travel Payment for Relocation Subsistence (sample) (Word Template)
For more information, please contact your department’s accounting personnel
or Trina Brietske, DAS-SAE, at 515-281-4497.