Policy Notes: Required Documentation for Travel Expense Reimbursement

Required documents for travel expense reimbursement are listed below. Additional documentation is required for reimbursements to foreign visitors, and to students and post docs attending conferences or meetings.

Required Documents

  • All reimbursements require dated, original itemized receipts AND proof of payment. Credit card payment forms or statements alone are not considered itemized receipts for transportation tickets, lodging or car rental.
  • All reimbursement requests must include statement of business purpose.
  • Examples of acceptable documents:
    • For Airline tickets: itinerary / invoice or e-receipt, showing proof of payment. If the travel is funded by government contract or grant and is to or from a foreign country, travel must be on a U.S. flag carrier and the proper airline code referenced on the ticket. See Policy Notes: Fly America Act for compliance information.
    • For Car Rental: contract, itemizing all charges, and proof of payment
    • For Lodging: Itemized bill showing all charges and proof of payment, unless per-diem is claimed
    • For Business meals: receipts itemizing charges, with names of attendees, and proof of payment such as the signed credit card receipt

Receipts are not required for:

  • Expenses under $75. Record amounts for accurate reimbursement
  • Meals and lodging if claiming per diem rates


Additional Required Documents for Foreign Visitors

  • Copy of passport
  • Copy of visa
  • Copy of I-94 card
  • Copy of LA-6 (Tax Declaration for Honoraria only)
  • DS-2019 if for J-visa


Additional Required Documents for Students and Post Docs

Reimbursement payments to students and Post Doctorates who attend, speak or present at a conference or meeting, or visit a field site or off-campus laboratory, will be tax-reportable UNLESS one of the following two documents are included with reimbursement request:

  1. A signed statement from a faculty member certifying that the travel / activity either

    1. directly supports a faculty project, research or scholarship program, OR ~
    2. is to officially represent Stanford University, OR ~
    3. is an integral part of the student's degree work or is directly related to the student's employment at the University, OR ~
    4. is official University business

    See Certification for Student Travel Form.

  2. A photocopy of the conference program indicating traveler is a speaker or presenter

Primary Policy Source: Administrative Guide Policy 5.4.2 Section 11

back to top