Expense Claim Forms are used to formally file a claim for expenses incurred for a specific purpose so that these expenses can be reimbursed by the appropriate department in a company or public office. This type of Claim Form contains specific information on the expense so that it can be thoroughly checked and the appropriate funds can be expended.
There are various formats and uses available below for use by business organizations, educational institutions, and public offices. Our samples are mostly in PDF format and are easy to download for use as a basis for your own forms. You can also check out our Expense Forms for more samples and information.
Witness Expense Claim Form
Expense Claim Form Sample
Expense Claim Form Example
Medical Expense Claim Form
Common Users of Expense Claim Forms
- Business organizations: They use Expense Claim Forms to reimburse their employees of business expenses incurred by them. Business expenses are those expenses that are necessary for the daily operation and development of a business. Examples of business expenses are those for business trips and the purchase of materials and equipment.
- Educational institutions: Schools and universities also use Expense Claim Forms to reimburse their faculty who need to travel to attend or host a conference or meeting. There are also times when reimbursement is provided to students for travels to attend seminars and conferences, and other research purposes. Look at our Travel Expense Claim Forms for more samples and information of such Expense Claim Form. Aside from this, visitors in a school or university can also be provided reimbursement.
- Health insurance providers: Health insurers and health insurance companies use Expense Claim Forms for their insured members to file claims for medical expenses that are included in their insurance policy. Such medical expenses include expenses for medical procedures, diagnostic tests, and prescription medications.
Aside from these common users, there are more users of Expense Claim Forms. Their varied users and purposes entail various formats available for download online.
Dental Expense Claim Form
Visitors Expense Claim Form
Expense Reimbursement Claim Form
Employee Expense Claim Form
Expense Claim Form in PDF
Guidelines in Filling out Expense Claim Forms
- Always keep the detailed receipts of your purchases because they have to be presented along with the Expense Claim Form to substantiate it. A credit card billing statement is usually not enough. Most employers would really require a detailed receipt. If you lost the original receipt, a copy may be submitted, along with an explanation why only a copy is being submitted.
- Make sure that your Expense Claim Forms are properly filled out with details that are accurate. List all the details of your expenses, which would include the date, the type of expense, and the actual amount. The purpose of each expense should also be stated so that the expense can be justified and reimbursed. For Insurance Claim Forms, it is important that all information is accurate so that the claim will be approved.
- It is most important not to request reimbursement for business expenses that are personal and not business-related. Business expenses should contribute to the development and daily operation of the business. This is important so that you can maintain transparency and honesty with your employer so as not to lose their trust. For business expenses, you may use Business Expense Forms to outline such expenses for reimbursement from your employer.
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