This section captures comprehensive profile information for the transferring senior manager, including assignment details and location metadata essential for package structuring.
Employee ID
Full Legal Name
Current Job Title
Current Business Unit/Division
Current Cost Center
Current Physical Work Location (City, Country)
Destination Work Location (City, Country)
Expected Relocation Start Date
Assignment End Date (if applicable)
Assignment Type
Permanent Transfer
Long-Term Assignment (12+ months)
Short-Term Assignment (3-12 months)
Rotational Assignment
Project-Based Assignment
Is this a permanent transfer with no planned return?
Permanent transfers require additional considerations for pension, equity, and long-term benefits alignment. Please ensure Finance and Legal have reviewed the permanent status implications.
Expected Repatriation Date
Reports To (Manager Name)
New Job Title at Destination (if different)
Current Annual Base Salary (in origin currency)
New Annual Base Salary (in destination currency, if different)
Target Annual Bonus (% of base salary)
Will the transferee retain equity/stock awards from origin country?
Describe equity retention arrangement and vesting schedule:
Does the transferee currently own or rent accommodation at origin location?
Housing Disposition Plan
Sell property
Rent out property
Retain for personal use
Terminate rental lease
Will family members accompany the transferee to the destination location?
Total number of accompanying family members
Is the transferee subject to any non-compete or garden leave obligations at origin?
Describe non-compete terms and impact on start date:
Additional assignment metadata or special circumstances:
Detailed breakdown of all relocation-related expenses, moving logistics arrangements, and temporary housing budget allocations. All amounts should be estimated in destination currency.
Itemized Relocation Expense Budget
Expense Category | Description | Estimated Cost | Payment Method | Requires Pre-Approval? | Cost Center Allocation | ||
|---|---|---|---|---|---|---|---|
A | B | C | D | E | F | ||
1 | Household Goods Shipment | Full container load - sea freight | $8,500.00 | Direct Billing | Yes | GM-001 | |
2 | Temporary Housing | 90 days corporate accommodation | $18,000.00 | Reimbursement | GM-001 | ||
3 | Home Finding Trip | 5 days scouting trip for transferee + spouse | $4,500.00 | Direct Billing | Yes | GM-001 | |
4 | Miscellaneous Allowance | Settling-in costs | $3,000.00 | Lump Sum | GM-001 | ||
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Will the company provide a home finding trip prior to relocation?
Number of home finding trip days authorized
Does the transferee require storage of household goods at origin or destination?
Specify storage requirements (duration, location, volume):
Estimated volume of household goods (in cubic meters)
Shipment Mode for Household Goods
Sea Freight (Full Container)
Sea Freight (Shared Container)
Air Freight (Expedited)
Combination Sea/Air
Local Purchase Allowance (no shipment)
Will the company ship a personal vehicle to the destination?
Vehicle shipment budget
Temporary Housing Monthly Budget
Maximum Duration for Temporary Housing (in months)
Will the company provide a rental car during temporary housing period?
Monthly rental car budget
Does the transferee require school search assistance for dependent children?
List children's ages and specific schooling requirements:
Miscellaneous Relocation Allowance (lump sum for settling-in costs)
Will the company provide language training support?
Language training budget per family member
Will the company provide cultural orientation training?
Cultural training budget
Will the company assist with utility setup and deposits at destination?
Utility setup budget
Will the company provide a one-time furniture allowance for destination accommodation?
Furniture allowance amount
Special relocation circumstances or additional requirements:
Will the company provide travel insurance for the transferee and family during relocation?
Describe insurance coverage details:
Comprehensive tax equalization policy selection, gross-up calculation methodology, and host country tax liability assessment to ensure tax neutrality for the transferee.
Tax Treatment Policy
Tax Equalization (company bears difference)
Tax Protection (transferee bears difference up to home country tax)
Localization (transferee bears all host country tax)
Tax Gross-Up Only (no equalization)
Does the transferee's home country have a social security totalization agreement with the host country?
Explain social security contribution plan for both home and host countries:
Estimated Annual Host Country Tax Liability (before gross-up)
Estimated Annual Home Country Hypothetical Tax (based on home salary)
Gross-Up Percentage Applied (enter as whole number, e.g., 35 for 35%)
Will the company provide tax preparation services for both home and host countries?
Annual tax preparation services budget
Does the host country impose exit tax or departure tax provisions?
Estimated exit tax liability
Will the transferee receive any host country-specific allowances subject to special tax treatment?
Describe allowances and tax treatment (e.g., cost of living, hardship, housing):
Is the transferee subject to any tax residency rules that may trigger dual taxation?
Explain dual tax residency mitigation strategy:
Will the company operate a shadow payroll in the home country during assignment?
Describe shadow payroll arrangement and cost center:
Tax equalization calculation notes and assumptions:
Tax Cost Projection Summary
Tax Component | Annual Amount | Gross-Up Amount | Total Company Cost | Payment Frequency | ||
|---|---|---|---|---|---|---|
A | B | C | D | E | ||
1 | Host Country Income Tax | $45,000.00 | $15,000.00 | $60,000.00 | Monthly | |
2 | Host Country Social Security | $8,000.00 | $2,500.00 | $10,500.00 | Monthly | |
3 | Tax Preparation Services | $3,000.00 | $0.00 | $3,000.00 | Annually | |
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Has the tax equalization policy been reviewed by external tax advisors?
Tax advisory firm name
Will the company provide tax reconciliation and true-up calculations annually?
Describe reconciliation process timing and methodology:
Comprehensive documentation of family dependent assistance requirements, visa and work permit processing needs, and audit trail for all relocation services provided.
Will the transferee's spouse/partner require work authorization in the host country?
Spouse/partner work authorization strategy and timeline:
Will the company provide spousal support services (career counseling, job search assistance)?
Spousal support services budget
Dependent Family Members Detail
Dependent Name | Relationship | Date of Birth | Requires Visa? | Requires Work/Study Permit? | Support Services Needed | ||
|---|---|---|---|---|---|---|---|
A | B | C | D | E | F | ||
1 | Jane Smith | Spouse | 6/15/1985 | Yes | Yes | Work authorization, language training | |
2 | Michael Smith | Child | 3/22/2010 | Yes | School placement, tutoring | ||
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Will the company provide dependent education assistance beyond standard schooling?
Annual education assistance budget per child
Are there any family members with special medical needs requiring ongoing treatment?
Describe medical needs and host country treatment plan:
Will the company provide pet relocation services?
Pet relocation budget
Are there elderly parents or other non-accompanying dependents requiring support?
Describe support arrangement for non-accompanying dependents:
Visa and Immigration Services Required
Work visa for transferee
Dependent visas
Spouse work permit
Permanent residency application support
Visa renewal support
Immigration compliance monitoring
None
Has the host country immigration requirements been verified by legal counsel?
Legal counsel firm name
Will the company provide emergency evacuation coverage for the transferee and family?
Describe evacuation coverage scope and provider:
Do any family members have dual citizenship that may impact visa requirements?
Describe dual citizenship details and implications:
Additional family circumstances requiring special consideration:
Relocation Services Audit Log
Service Provider | Service Type | Contract Value | Contract Date | Provider Vetted? | Performance Rating | ||
|---|---|---|---|---|---|---|---|
A | B | C | D | E | F | ||
1 | Global Relo Corp | Household Goods Shipping | $8,500.00 | 1/15/2025 | Yes | Approved | |
2 | Destination Homes | Temporary Housing | $18,000.00 | 1/20/2025 | Yes | Approved | |
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Have all relocation service providers been through the company's procurement and compliance process?
WARNING: All service providers must be vetted through procurement before engagement. This authorization cannot proceed without compliance verification.
Will the company provide a local buddy or mentor program for the transferee family?
Describe buddy program structure:
Final authorization and sign-off section for Global Mobility Manager and Corporate HR Vice President to approve the relocation package, budget, and terms of assignment.
Approval Matrix
Approver Role | Approver Name | Approval Authority | Approval Limit | Approved? | Approval Timestamp | ||
|---|---|---|---|---|---|---|---|
A | B | C | D | E | F | ||
1 | Global Mobility Manager | Sarah Johnson | Package Structure & Budget | $100,000.00 | |||
2 | HR Vice President | Michael Chen | Executive Authorization | $500,000.00 | |||
3 | Finance Director | David Park | Budget Release | $500,000.00 | |||
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Does the total relocation package cost exceed $100,000 USD equivalent?
Additional CFO approval required for packages exceeding $100,000. Please route this form to Finance Leadership after HR VP sign-off.
Global Mobility Manager Review Comments
Global Mobility Manager Digital Signature
Global Mobility Manager Sign-Off Date/Time
Corporate HR Vice President Review Comments
Corporate HR Vice President Digital Signature
Corporate HR Vice President Sign-Off Date/Time
I confirm that all information provided is accurate and complete to the best of my knowledge
I acknowledge that this authorization is subject to corporate governance policies and may be audited
Upon final approval, this authorization form will be forwarded to Payroll, Finance, and the assigned Relocation Management Company for implementation. A copy will be retained in the employee's permanent mobility record.
Emergency Contact Name for Relocation
Emergency Contact Phone
Has the transferee received and acknowledged a copy of the global mobility policy?
To configure an element, select it on the form.