Additional Forms
Non-Employee Reimbursement Form
List your expenses and the total expected reimbursement before submitting. This form requires your:
legal name
phone number
email
mailing address
date(s) of travel / date(s) of purchase
signature of supervisor or host
allocation / chartfield string
If your expected reimbursement is over $100 USD (students) or over $600 (University guests), a W9 or W8BEN is required. These forms are for tax purposes only.
W9 & W8BEN
Complete the W9 if you are a US citizen or resident alien who maintained US residency during the current tax year. This form requires a social security number (SSN) or an individual taxpayer identification number (ITIN).
Complete this form using your US-based mailing address. This address is where all checks will be sent unless a new address is supplied. Be sure to include all relevant apartment numbers.
Complete this form if you are a nonresident alien or a foreign national with non-US citizenship who did not maintain a significant presence in the US during the present tax year.
Complete Section 3 using your permanent address in your country of citizenship. Complete Section 4 using your mailing address (e.g. your US-based address). Be sure to include relevant apartment numbers.
Statement In Lieu of Receipt
In the event that a receipt is missing or unobtainable, please submit any related documentation with a Statement In Lieu of Receipt. This form requires:
merchant name
location
date of transaction
dollar amount of transaction
description of transaction (what was purchased and for what purpose)
reason for missing receipt
Domestic Lodging Exception Request
Non-conference lodging is reimbursed at a rate of 150% of the local US Government General Services Administration (GSA) rate. For more information on the local lodging rates, please see the GSA page.
Lodging that falls outside that rate should complete and submit this form to request approval. Approval should be obtained before the reservation is made.
ECE Pre-Award Funding
Faculty may request a pre-award/advance account set up for Sponsored funding.
Please send all pre-award related questions to ecepreaward@umn.edu