Accounting Services

Travel Forms

Travel Forms

Departmental Travel Authorization Worksheet (Optional)

Purpose
Travelers should consult with their business manager to determine whether their department requires the use of this (or another) form for prior authorization of travel.  This form is not required under university policy, but can provide travelers with assistance in travel planning.
Format
Microsoft Excel .xlsx
Instructions
This form is optional.

Vehicle Request (Transportation Form 1)

Purpose:
Use this form to reserve a vehicle for University business.
Format:
This is an online form
Instructions:
Instructions are on the form.

Project Advance

A Project Advance is a payment to a faculty or staff researcher who requires an advance of cash for specific purposes related to project expenses. Project Advances require completion of two forms, below.

Direct Invoice Voucher

Purpose:
The Direct Invoice Voucher is the standard payment request form. Use this form to provide the name and address of the payee, the business purpose of the payment, the payment amount, and the University account(s) to be charged with the payment.
Format:
This form is in Microsoft Excel Macro-enabled (.xlsm) format.

Risk Management

These forms are travel-related

Department Request for Driver Authorization for Students and Volunteers (RM01D)

Purpose:
This form ensures that student and volunteer drivers are added to our liability insurance coverage in case of accident. Operation of a University vehicle by an individual not approved for driving through this form can result in denial of claim by the University's insurer.
Format:
PDF
Instructions:
Student and Volunteer Use of Vehicles

"In Case of Accident" Brochure

Purpose:
This brochure provides instructions on the actions a driver of a University vehicle should take and information the driver should collect in the event of an accident
Format:
PDF
Instructions:
In the brochure

Rental Vehicle Insurance Statement

Purpose:
This document notifies car rental agencies of the University's self-insurance and refusal to purchase damage and liability waiver coverage offered by the agencies.
Format:
PDF
Instructions:
In the document

Travel Card Forms

Effective February 1, 2014, all new travel authorizations and reimbursements should be made using Concur Travel and Expense.  Use the Travel Apps tab to log into Concur.

Form NameForm IDFormatInstructions
For PURDUE-PAID employeesVisa Travel Card Agreement/Application and Financial Liability Agreement WHEN COMPLETING THIS APPLICATION, ENTER YOUR NAME AS IT APPEARS ON YOUR PHOTO IDENTIFICATION Appendix N PDF Instructions
For INDIANA UNIVERSITY-PAID employess Visa Travel Card Agreement/Application and Financial Liability Agreement 
WHEN COMPLETING THIS APPLICATION, ENTER YOUR NAME AS IT APPEARS ON YOUR PHOTO IDENTIFICATION
Appendix N-IU PDF -
Request for Permanent Change to Travel Card Appendix T PDF _
PCard/TCard Temporary Increase Request _ Online _

Other Travel-Related Forms

Retired Travel Forms

Form Name

Purpose:
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Instructions:
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