OVERVIEW
The University of Montana adheres to the IRS moving expense regulations as outlined in Publication 521 Moving Expenses available online at the IRS Website.
OPERATING PRINCIPLES
Employees seeking approval for payment of relocation will work with UM Payroll - Human Resources for authorized reimbursement. Specific procedures on how to process costs associated with relocating an employee’s household goods and personal effects are handled through emailing UM Payroll askpayrollacct@mso.umt.edu.
Reimbursement requests for relocation expenses will no longer be processed through GrizMart and Accounts Payable. Rather than issuing payments as a reimbursement, relocation payments will now be processed as an allowance through payroll with appropriate taxation. Please email requests or inquiries regarding relocation to askpayrollacct@mso.umt.edu. A new version of the relocation form is available at Business Services. Since relocation payments will be processed as allowances, it is no longer necessary to attach receipts with your form.
A Relocation Authorization Form authorized by the appropriate Executive Officer or designee must be submitted to UM Payroll.
UM Payroll - Human Resources will be responsible for tax withholding and reporting.