Create your Reimbursement Request Form from scratch

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Here's how it works

01. Start with a blank Reimbursement Request Form
Open the blank document in the editor, set the document view, and add extra pages if applicable.
02. Add and configure fillable fields
Use the top toolbar to insert fields like text and signature boxes, radio buttons, checkboxes, and more. Assign users to fields.
03. Distribute your form
Share your Reimbursement Request Form in seconds via email or a link. You can also download it, export it, or print it out.

Create Reimbursement Request Form from the ground up with these comprehensive instructions

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Step 1: Get started with DocHub.

Begin by setting up a free DocHub account using any offered sign-up method. Simply log in if you already have one.

Step 2: Sign up for a free 30-day trial.

Try out the entire collection of DocHub's advanced tools by signing up for a free 30-day trial of the Pro plan and proceed to craft your Reimbursement Request Form.

Step 3: Build a new empty form.

In your dashboard, hit the New Document button > scroll down and choose to Create Blank Document. You will be redirected to the editor.

Step 4: Organize the document’s view.

Utilize the Page Controls icon indicated by the arrow to toggle between different page views and layouts for more convenience.

Step 5: Start inserting fields to create the dynamic Reimbursement Request Form.

Use the top toolbar to add document fields. Insert and arrange text boxes, the signature block (if applicable), insert images, etc.

Step 6: Prepare and configure the added fields.

Organize the fillable areas you added based on your chosen layout. Personalize the size, font, and alignment to make sure the form is easy to use and professional.

Step 7: Finalize and share your template.

Save the finalized copy in DocHub or in platforms like Google Drive or Dropbox, or design a new Reimbursement Request Form. Distribute your form via email or use a public link to reach more people.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.
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How to create an expense reimbursement policy Determine reimbursable expenses. List reimbursable expenses. Set up non-accountable plan expenses. Outline pre-approval process. Choose an expense reporting process. Create a reporting process deadline. Build your reimbursement. Prepare for disputes.
Im getting in touch to request reimbursement for expenses Ive incurred. Ive listed out what Ive spent below, including dates. Attached to this email, youll find all relevant receipts and documents. Please confirm when youve received my expense claim and let me know when I can expect payment.
A reimbursement is when an employer compensates an employee for a work-related expense the employee paid for out of pocket. And a reimbursement form is a document the employee submits to the employer to request the compensation.
How to record reimbursements Decide whether its a valid reimbursement. First, evaluate whether this expense is an appropriate billable expense for this client. Keep your receipts. Add reimbursement costs to client bill. Bill client up to agreed-upon limits. Determine whether its tax deductible. Add to your records.
An employee reimbursement request form gives your organization a way to formalize the repayment process, document details for accounting purposes, balance operational budgets, and make sure that there is approval for repayment. Having a reimbursement request form is good for everyone involved.
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Related Q&A to Reimbursement Request Form

Irrespective of whether youre using Excel or online forms, a typical form includes the following: Corporate logo and name. Date of the reimbursement request. Requesting employees details. Line items for each expense including date, category, amount, business justification etc.
Whats on a typical reimbursement form? Corporate logo and name. Date of the reimbursement request. Requesting employees details. Line items for each expense including date, category, amount, business justification etc. Calculated amounts e.g. total, amount to be reimbursed etc.

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