Forms

W-9 and W-8 BEN Form DocuSign Form for Employees, Students, Suppliers to provide accurate remittance information for payment or reimbursement. Once you have submitted your form and it has been entered into the system, please wait 24 hours for the information to be uploaded into Concur.

Please verify that your name and address are 100% accurate before starting a new request or expense report. Submitting incorrect information will delay your reimbursement processing time.

Non-conventional lodging such as Airbnb or VRBO is reimbursable only if all individuals staying at the facility sign an informed consent prior to travel.

Reimbursement will not be made for informed consents signed after the travel has taken place.

Non-Conventional Lodging Attestation – DocuSign

Departmental Approval Access Form for access to approve travel for a department.

How to Access the List of Departmental Approvers

To verify the current list of departments and their designated approvers, follow these steps to access the report in REX:

1. Log in to REX: Navigate to Rexanalytics.UMBC.edu.

2. Locate the Travel Folder: Once logged in, open the Travel folder within the analytics dashboard.

3. View and Verify Data: Within this folder, you can view the existing departmental data to identify any errors or necessary updates for your area.

4. Request Changes: If corrections are needed, please complete the Departmental Approval security form to submit updates.

Click here for Sales and Use Tax Exemption Certificate
This is to be used when purchasing merchandise within the state of Maryland.

Employees who drive on a regular basis may use this form for mileage tracking.
Mileage Log 
Please copy the form to your own drive.

Effective July 1, 2026 the rate is $0.76/mile 

Missing Receipt Declaration – Arrangers ONLY

This form is strictly for Arrangers only to initiate a Missing Receipt Declaration DocuSign form on behalf of their traveler for individual expenses up to $75. Once completed, the final PDF must be uploaded to the expense report in lieu of a receipt.

Missing Receipt Declaration DocuSign Form

Note for Travelers: If you are completing your own expense report and are missing a receipt, you must complete the declaration directly within the Concur system. You can do this by opening your expense report and clicking on Manage Receipts > Missing Receipt Declaration.

Travel Policy: If a receipt is lost or not provided by the vendor, the traveler may submit a completed Missing Receipt Declaration (Affidavit) form. Excessive or repeated use of affidavits in place of receipts may result in additional review and denial of reimbursement. Affidavits are not accepted for individual expenses greater than $75, and never for lodging.

 

To ensure the security of university data and compliance with campus policies, all individuals requiring access to Concur Reporting & Dashboards must submit this verification request.

Concur Reporting & Dashboards request access form

Please ensure all fields are completed accurately to avoid processing delays.

⏱️ Processing Time:

Please allow up to 2 business days for our team to review your request, verify approvals, and configure your account permissions. You will receive an automated email confirmation once your access has been activated.

To request a working fund travel advance, please follow the steps below:

1. Submit the Form: Fill out and submit the Working Fund Travel Advance Request Form.

2. Wait for Review: Once submitted, please wait for Travel Services to review your request and contact you.

3. Prepare Your Request: While you are waiting to hear back from Travel Services, you can begin planning your trip and filling out your Travel Request in Concur.

   • Important: Do not submit the request in Concur until you have received a response from Travel Services.

4. Follow Instructions: When Travel Services reaches out, they will provide you with specific instructions on how to add the working fund travel advance to your Concur request before finalizing your submission.