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Policies and Procedures

9.45 Travel, Individuals Who Accompany

Policy:

The university will prepare and distribute appropriate information on taxable benefits received by university employees, spouses, dependents, guests, students, and others who travel with a team or university group, but do not have a university related purpose. Reporting is not required for individuals travelling for the benefit of the university.

Procedure:

The department coordinating the travel will identify reportable situations for the university Controller's Office. The notification should include the name of any related/associated university employee, and the amount paid on the traveler's behalf. Appropriate information will be included on the benefiting employee's W-2 Form or the individual will be issued a 1099 Form (miscellaneous income). Reportable situations received after December 1 will be included in the subsequent tax year.

Any questions about applicability should be referred to the Vice President for Administration and Finance.

See also University of Northern Iowa-Travel Guidelines at http://www.vpaf.uni.edu/obo/accounts_payable/tguide.shtml

President's Bulletin, No. 148, 1/27/93