LegalDocs

Expense Reimbursement Policy - Template, Sample Form

✓ Valid in United States

Create your Expense Reimbursement Policy - Template, Sample Form for use in United States. Answer a few plain-English questions and the document fills in automatically as you go — then download it in Word and PDF, ready to sign or share.

  • Answer 1 simple question — the document fills in as you go
  • Live preview: watch your document update in real time
  • Download as Word (.docx) and PDF
  • Edit your answers and re-download anytime
Save to access it later, on any device.

Fill in the details

0/1

Type below — the document on the right updates as you go.

Expense Reimbursement Policy - Template, Sample Form
🔒The clauses below are blurred in the preview. Fill in your details, then pay once to unlock the full document and download it as Word & PDF.

Expense Reimbursement Policy

Employer: ________

This Expense Reimbursement Policy (the "Policy") for ________ (the "Employer") describes guidelines all employees ("Employees" or singularly "Employee") must follow when spending money in a work-related capacity.


Covered Expenses

Employer will generally cover work-related expenses for Employees. Work-related expenses are defined as those that are directly related to Employee's work for Employer. Work-related expenses may either be directly paid by the Employer or paid initially by the Employee and reimbursed.

Please note that although work-related expenses may be generally covered, they could be subject to a cap on approved amounts. In this case, the Employee is advised to check in with their direct supervisor before incurring any work-related expenses.

Employees must communicate with their direct supervisor prior to incurring any work-related expenses to ensure coverage will be granted. If coverage is not granted, Employee is liable for any and all expenses incurred.


Non-covered Expenses

The following are considered categorically non-covered expenses for which Employee must bear the cost:

- Unauthorized or personal meetings or travel

- Expenses related to the lapse of a professional license

- Expenses not related to Employee's work for Employer

- Unauthorized upgrades when traveling or renting equipment on behalf of Employer

- Fines related to speeding or other driving violations

The above list is to be considered non-exhaustive. For any questions regarding covered or non-covered expenses, Employee is advised to speak with their direct supervisor.


Employee Responsibilities


Disciplinary Action

Employees that are found to have falsified documents or exaggerated expenses will be subject to disciplinary action, up to and including termination.

Fields you complete are inserted into the document live. This template is general guidance only — not legal advice.