Financial Resources

Financial Forms

Please use these forms to organize your information prior to submitting your reimbursement request to Janet (or initiating a request in Concur).

• General Reimbursement Form
• Entertainment Reimbursement Form
• Domestic Travel Reimbursement Worksheet
• Foreign Travel Reimbursement Worksheet
• Miscellaneous Lost Receipt Form
• Travel Lost Receipt Form
• Travel Information

Student Travel Grants

• Request through Docusign using your UCSB NetID: Docusign Login.
• Use the MAT Student Travel Grant Application template found in the MAT shared folder.
• For help with this process please contact Janet Douglas at janet (at) mat.ucsb.edu.

Honorarium Requests

• Request through Docusign using your UCSB NetID: Docusign Login.
• Use the Honorary Request Form template found in the MAT shared folder.
• For help with this process please contact Janet Douglas at janet (at) mat.ucsb.edu.

Concur Information

Concur is the new campus standard for expense reimbursement processing. It provides the following functionality:

• Streamlines the Travel/Entertainment/Business expense reimbursement process
• Provides tools for expense pre-authorization
• Supports approval workflow routing, expense item capture, and expense report creation for end-users
• Enables receipt image capture
• Improves user experience and overall visibility into the expense reimbursement process

Please see the Concur Travel & Expense Management page for information on how to utilize the system. This page is dynamic and is updated periodically.