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
Company-Owned Office
Leased/Coworking Space
Remote-First (No Fixed Office)
Client Site
Other
Target Office Location (City, Country)
Target Office Address (if known)
Target Office Type
Company-Owned Office
Leased/Coworking Space
Remote-First (No Fixed Office)
Client Site
To Be Determined
Other
Original Hire Date with Company
Total Tenure with Company (in months)
Performance Rating in Last Review Cycle
Exceeds Expectations
Meets Expectations
Needs Improvement
Not Applicable (New Hire)
Primary Business Justification for Relocation
Relocation Type
Domestic Lateral Move
International Lateral Move
International Assignment (Temporary)
Permanent Transfer
Rotational Program
Current Work Arrangement
Fully On-Site
Hybrid (Partial Remote)
Fully Remote
Field-Based/Traveling
Expected Work Arrangement at Target Location
Fully On-Site
Hybrid (Partial Remote)
Fully Remote
Field-Based/Traveling
To Be Determined
Is this relocation at the request of company management?
Have you discussed this relocation with your direct manager?
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
Highly Flexible (±3 months)
Moderately Flexible (±1 month)
Slightly Flexible (±2 weeks)
Not Flexible (Fixed Date)
Marital/Partnership Status
Single
Married
Domestic Partnership
Divorced/Separated
Widowed
Do you have a spouse/partner who will be relocating with you?
Does your spouse/partner require employment support services at the destination?
Do you have dependent children who will be relocating with you?
Will you require school search assistance for your children?
Do you have other dependents (e.g., elderly parents, disabled family members) relocating with you?
Do you have pets that will be relocated?
Select all family-related assistance programs you wish to enroll in:
Cultural orientation training
Language classes for family
Expatriate community networking
Destination city orientation tour
Healthcare system briefing
Emergency support contact program
None of the above
Special Family Circumstances or Accommodations Needed
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) | |
|---|---|---|---|---|---|---|
Household Goods Shipment (Sea Freight) | Full container load for 3-bedroom apartment contents | $8,500.00 | USD | International Movers Inc. | ||
Household Goods Shipment (Air Freight) | Urgent personal items, 500kg allowance | $3,200.00 | USD | Express Cargo Ltd. | ||
Temporary Accommodation (Pre-Departure) | 30 days hotel/apartment while finalizing arrangements | $4,500.00 | USD | To be determined | ||
Temporary Accommodation (Destination) | 60 days upon arrival while searching for permanent housing | $7,200.00 | USD | Serviced Apartments Corp. | ||
Home Search Trip (Employee) | One round-trip for house hunting, 5 days | $2,800.00 | USD | Airline & Hotels | ||
Home Search Trip (Spouse/Partner) | One round-trip for house hunting, 5 days | $2,800.00 | USD | Airline & Hotels | ||
Final Travel (Employee) | One-way flight plus ground transport | $1,200.00 | USD | Airline | ||
Final Travel (Spouse/Partner) | One-way flight plus ground transport | $1,200.00 | USD | Airline | ||
Final Travel (Children) | One-way flights plus ground transport (2 children) | $1,800.00 | USD | Airline | ||
Pet Relocation | Quarantine, shipping, handling for 1 dog and 2 cats | $3,500.00 | USD | Pet Transport Specialists | ||
Storage Costs (Origin) | 6-month storage for items not shipped | $1,200.00 | USD | Secure Storage Co. | ||
Storage Costs (Destination) | Short-term storage if needed | $600.00 | USD | To be determined | ||
Miscellaneous Relocation Allowance | Settling-in costs, utilities setup, minor essentials | $2,500.00 | USD | Employee direct | ||
Lease Break Penalty | Early termination fee for current rental contract | $1,500.00 | USD | Current Landlord | ||
Real Estate Sale Assistance | Home sale closing costs, agent commissions | $15,000.00 | USD | Real Estate Agency | ||
Real Estate Purchase Assistance | Home purchase closing costs, legal fees | $8,000.00 | USD | Legal & Title Services | ||
Vehicle Shipment | One personal vehicle shipping | $2,500.00 | USD | Auto Transport Intl. | ||
School Placement Fees | Application and enrollment fees for international schools | $3,000.00 | USD | International School | ||
Language Training (Employee) | Intensive language course for business proficiency | $2,000.00 | USD | Language Institute | ||
Language Training (Family) | Basic language course for spouse and children | $1,500.00 | USD | Language Institute | ||
Cross-Cultural Training | Comprehensive cultural orientation program | $1,000.00 | USD | Cultural Training Provider | ||
Tax Preparation Support | Dual tax filing assistance for transition year | $2,000.00 | USD | Tax Advisory Firm | ||
Immigration Legal Fees | Visa, work permit, and residency documentation | $4,000.00 | USD | Immigration Law Firm | ||
Medical Exams & Vaccinations | Required health screenings and immunizations | $800.00 | USD | Medical Clinic |
Do you currently own property at your origin location?
Do you require a housing cost differential allowance?
Do you anticipate needing a cost-of-living adjustment (COLA)?
Will you require a gross-up on relocation benefits for tax purposes?
Upload supporting documentation (quotes, receipts, policy documents, housing research)
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?
Will you require new visa or work permit sponsorship for this relocation?
Describe any known visa/immigration challenges or concerns
Will your relocation create a permanent establishment (PE) risk for the company in the destination country?
Will you remain tax resident in your current country while working in the target location?
Are you aware of any social security totalization agreements between current and target countries?
Do you anticipate any personal tax liabilities on relocation benefits received?
Have you completed the company's mandatory tax equalization briefing?
Will you require ongoing tax preparation support for dual filing obligations?
Are there any export control or sanctions considerations for your role or nationality?
Overall Immigration and Tax Complexity Risk Assessment (for Mobility Operations use)
Very Low Risk
Low Risk
Moderate Risk
High Risk
Very High Risk
Upload relevant immigration or tax documents (passport copies, visa approvals, tax residency certificates)
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?
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?
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
Approved - Proceed with Relocation
Approved with Conditions
Pending Further Information
Rejected - Business Case Insufficient
Rejected - Policy Non-Compliance
Escalated to Executive Committee
Mobility Operations Digital Signature
Final Authorization Date/Time