Financial Reimbursement and Travel Requests
Department forms and UC San Diego resources for travel requests, reimbursements, and expense reporting.
Financial Process Flow
1. Travel Request
Submit a pre-authorization request before booking university business travel.
2. Submit Receipts
Gather receipts and documentation after travel or an event.
3. Reimbursement
Submit the appropriate reimbursement request form for processing.
Department Forms
Education Studies faculty, principal investigators, and graduate students should use the following department forms to submit travel approvals and reimbursement requests.
- Travel Pre-Authorization Request Form — submit this form for department approval before booking university business travel.
- Event and Non-Travel Reimbursement Form — use this form for event expenses or reimbursements not related to travel.
UC San Diego Travel and Expense Resources
- UC San Diego Travel and Entertainment Policy Overview — official university guidance for travel, meetings, and reimbursements.
- University Travel Process and Booking Procedures — steps for requesting approval, booking travel, and reconciling expenses.
- Travel Receipt Documentation Requirements — guidance for acceptable receipts and reimbursement documentation.
- Meetings and Entertainment Expense Guidance — rules for hosted events, meals, and related reimbursements.
- Fund Summary Report Financial Dashboard — view current project or fund balances for budgeting and expense planning.
Important Notes
Travelers should complete department approval steps before booking university travel. Reimbursements and event expenses must follow UC San Diego travel and entertainment policies, including receipt and documentation requirements.