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Get the free Individually Billed Account Travel Card Set Up Form - Citigroup

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Independent Travel Service Request Contract Name of Traveler (Our Contact for the Service Requests): Home Phone: Work Phone: Email Address: Home or Mailing Address of Contact Person: Names of Travelers:
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How to fill out individually billed account travel

01
Obtain the individually billed account travel form from the relevant authority or website.
02
Fill out the traveler's personal information, including full name, contact details, and employee identification number.
03
Provide the travel details, such as the purpose of the trip, destination, and departure/arrival dates.
04
Indicate the mode of transportation to be used (e.g., flight, train, car rental) and any specific requirements.
05
Include the estimated expenses for accommodation, meals, transportation, and other related costs.
06
If required, attach relevant supporting documents, such as flight/train tickets, hotel reservation details, and conference/event registration.
07
Review the filled form for accuracy and completeness.
08
Submit the filled form to the designated authority or follow the instructions provided on the form for submission.
09
Keep a copy of the filled form and supporting documents for future reference.

Who needs individually billed account travel?

01
Individually billed account travel is typically needed by employees who engage in business-related travel on behalf of their organization.
02
This includes professionals attending conferences, meetings, training programs, or carrying out other work-related activities.
03
By using an individually billed account, the organization can manage and track travel expenses more effectively.
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Individually billed account travel refers to a travel system where individual travelers are responsible for their own travel expenses, which are directly billed to their personal or departmental accounts rather than a collective account.
Individuals who travel for official business and have expenses billed directly to their accounts are typically required to file individually billed account travel.
To fill out individually billed account travel, a traveler must complete a travel expense report that details each expense incurred during the trip, including transportation, lodging, meals, and any other relevant costs.
The purpose of individually billed account travel is to ensure accurate tracking and accountability of travel expenses incurred by individuals while also streamlining the reimbursement process.
When filing individually billed account travel, the traveler must report trip dates, locations, purpose of travel, itemized expenses, and any supporting documentation such as receipts.
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