Apply for Company-Sponsored Relocation Support

1. Section 1: Employee & Current/Target Office Profile

Please provide accurate and complete information about your current employment status and both your originating and destination office locations. This section establishes your eligibility and helps assess the business justification for relocation support.

 

Employee Full Name

Employee ID Number

Current Department/Division

Current Job Title

Current Office Location (City, Country)

Current Office Address

Current Office Type

Target Office Location (City, Country)

Target Office Address (if known)

Target Office Type

Original Hire Date with Company

Total Tenure with Company (in months)

Performance Rating in Last Review Cycle

Primary Business Justification for Relocation

Relocation Type

Current Work Arrangement

Expected Work Arrangement at Target Location

Is this relocation at the request of company management?

Have you discussed this relocation with your direct manager?

 

Manager Name

2. Section 2: Relocation Timeline & Family Dependent Scope

Detail your proposed relocation schedule and all family members who will be relocating with you. This information is critical for determining the scope of support services and timing of benefit disbursements.

 

Preferred Relocation Start Date

Earliest Possible Start Date at Target Location

Latest Acceptable Start Date at Target Location

Timeline Flexibility

Marital/Partnership Status

Do you have a spouse/partner who will be relocating with you?

 

Spouse/Partner Details (Name, Current Employment, Profession)

Does your spouse/partner require employment support services at the destination?

 

Select all spouse/partner support services needed:

Do you have dependent children who will be relocating with you?

 

Dependent Children Details (Name, Age, Current School Level, Special Needs if any)

Will you require school search assistance for your children?

 

Select all school-related support needed:

Do you have other dependents (e.g., elderly parents, disabled family members) relocating with you?

 

Other Dependents Details (Relationship, Age, Special Care Requirements)

Do you have pets that will be relocated?

 

Pet Details (Type, Breed, Quantity, Special Requirements)

Select all family-related assistance programs you wish to enroll in:

Special Family Circumstances or Accommodations Needed

3. Section 3: Moving Expense, Housing & Travel Allowance Items

Provide detailed estimates for all anticipated relocation expenses. The table below covers standard categories; please complete all relevant rows. Attach receipts, quotes, or contracts where available. All amounts should be estimated in your preferred currency for initial assessment.

 

Comprehensive Relocation Expense Estimate

Required?

Expense Category

Description/Justification

Estimated Cost

Currency

Vendor/Service Provider (if known)

A
B
C
D
E
F
1
Household Goods Shipment (Sea Freight)
Full container load for 3-bedroom apartment contents
$8,500.00
USD
International Movers Inc.
2
Household Goods Shipment (Air Freight)
Urgent personal items, 500kg allowance
$3,200.00
USD
Express Cargo Ltd.
3
Temporary Accommodation (Pre-Departure)
30 days hotel/apartment while finalizing arrangements
$4,500.00
USD
To be determined
4
Temporary Accommodation (Destination)
60 days upon arrival while searching for permanent housing
$7,200.00
USD
Serviced Apartments Corp.
5
Home Search Trip (Employee)
One round-trip for house hunting, 5 days
$2,800.00
USD
Airline & Hotels
6
Home Search Trip (Spouse/Partner)
One round-trip for house hunting, 5 days
$2,800.00
USD
Airline & Hotels
7
Final Travel (Employee)
One-way flight plus ground transport
$1,200.00
USD
Airline
8
Final Travel (Spouse/Partner)
One-way flight plus ground transport
$1,200.00
USD
Airline
9
Final Travel (Children)
One-way flights plus ground transport (2 children)
$1,800.00
USD
Airline
10
Pet Relocation
Quarantine, shipping, handling for 1 dog and 2 cats
$3,500.00
USD
Pet Transport Specialists
11
Storage Costs (Origin)
6-month storage for items not shipped
$1,200.00
USD
Secure Storage Co.
12
Storage Costs (Destination)
Short-term storage if needed
$600.00
USD
To be determined
13
Miscellaneous Relocation Allowance
Settling-in costs, utilities setup, minor essentials
$2,500.00
USD
Employee direct
14
Lease Break Penalty
Early termination fee for current rental contract
$1,500.00
USD
Current Landlord
15
Real Estate Sale Assistance
Home sale closing costs, agent commissions
$15,000.00
USD
Real Estate Agency
16
Real Estate Purchase Assistance
Home purchase closing costs, legal fees
$8,000.00
USD
Legal & Title Services
17
Vehicle Shipment
One personal vehicle shipping
$2,500.00
USD
Auto Transport Intl.
18
School Placement Fees
Application and enrollment fees for international schools
$3,000.00
USD
International School
19
Language Training (Employee)
Intensive language course for business proficiency
$2,000.00
USD
Language Institute
20
Language Training (Family)
Basic language course for spouse and children
$1,500.00
USD
Language Institute
21
Cross-Cultural Training
Comprehensive cultural orientation program
$1,000.00
USD
Cultural Training Provider
22
Tax Preparation Support
Dual tax filing assistance for transition year
$2,000.00
USD
Tax Advisory Firm
23
Immigration Legal Fees
Visa, work permit, and residency documentation
$4,000.00
USD
Immigration Law Firm
24
Medical Exams & Vaccinations
Required health screenings and immunizations
$800.00
USD
Medical Clinic

Do you currently own property at your origin location?

 

What is your plan for the property?

Do you require a housing cost differential allowance?

 

Please provide current housing cost vs. expected target location cost comparison

Do you anticipate needing a cost-of-living adjustment (COLA)?

 

Provide cost-of-living research or justification for COLA request

Will you require a gross-up on relocation benefits for tax purposes?

 

Explain the tax implications that necessitate gross-up

Upload supporting documentation (quotes, receipts, policy documents, housing research)

Choose a file or drop it here
 

4. Section 4: Visa, Tax & Permanent Establishment Risk Check

This section assesses immigration requirements, tax implications, and potential corporate tax risks associated with your relocation. Accurate completion is essential for compliance and risk management. Consult with Mobility Operations if uncertain about any responses.

 

Current Citizenship(s)

Current Country(ies) of Tax Residency

Passport Number(s)

Passport Expiry Date

Do you currently hold a valid visa or work permit for the target location?

 

Provide visa type, expiry date, and any restrictions

Will you require new visa or work permit sponsorship for this relocation?

 

Anticipated visa/work permit category

Describe any known visa/immigration challenges or concerns

Will your relocation create a permanent establishment (PE) risk for the company in the destination country?

 

Explain the nature of the PE risk and proposed mitigation

Will you remain tax resident in your current country while working in the target location?

 

Explain dual tax residency situation and treaty considerations

Are you aware of any social security totalization agreements between current and target countries?

 

Describe social security implications and contribution plans

Do you anticipate any personal tax liabilities on relocation benefits received?

 

Detail the taxable benefits and estimated tax impact

Have you completed the company's mandatory tax equalization briefing?

 

You must complete the tax equalization briefing with Mobility Operations before this application can be approved. Please schedule immediately.

Will you require ongoing tax preparation support for dual filing obligations?

 

Expected duration (in years) for tax support

Are there any export control or sanctions considerations for your role or nationality?

 

Describe the export control concerns and required licenses

Overall Immigration and Tax Complexity Risk Assessment (for Mobility Operations use)

Upload relevant immigration or tax documents (passport copies, visa approvals, tax residency certificates)

Choose a file or drop it here
 

5. Section 5: Hiring Manager & Mobility Operations Approval

This final section captures required approvals and declarations. The employee must acknowledge policy terms; the hiring manager must confirm business need and budget availability; Mobility Operations will conduct final risk review and authorization.

 

I confirm that all information provided in this application is accurate and complete to the best of my knowledge.

I understand that relocation assistance is contingent upon continued employment and may be subject to repayment if I voluntarily resign within 12 months of relocation completion.

I have read and agree to the company's Global Mobility Policy and accept that support is provided at the company's discretion within policy limits.

I authorize the company to share relevant personal data with third-party relocation vendors for service provision.

I commit to complying with all immigration, tax, and employment laws in both origin and destination locations.

Have you received any relocation assistance from the company in the past?

 

Provide details of previous relocation (date, location, amount received)

Employee Digital Signature

Employee Submission Date/Time

Hiring Manager Name

Hiring Manager Title

Hiring Manager Department

Do you confirm that this relocation is critical for business operations?

Business Case Justification (Manager to complete)

Is budget available within your department for the estimated relocation costs?

 

Explain budget constraints and alternative funding sources sought

Manager's Assessment of Employee Readiness for Relocation (1=Not Ready, 5=Fully Ready)

Hiring Manager Digital Signature

Manager Approval Date/Time

Mobility Operations Reviewer Name

Mobility Operations Risk Assessment Notes

Does this relocation comply with all company policies and global mobility guidelines?

Are all visa, tax, and PE risks adequately mitigated or accepted?

Final Approved Relocation Budget

Final Approval Status

Mobility Operations Digital Signature

Final Authorization Date/Time

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