CSU Moving and Relocation
The CSU Moving and Relocation Policy covers full or partial reimbursement for the actual and necessary expenses incurred for packing, insurance, transportation, storage in transit (not to exceed 60 calendar days), and unpacking and installation of the employee's household goods at the new residence, when properly documented by itemized invoices and receipts.
An employee and spouse or domestic partner may be reimbursed for relocation travel expenses (defined as a one-way trip from the former residence to the Monterey area.)
NOTE: The reimbursement of expenses shall terminate immediately upon establishment of a permanent residence.
Please use the Moving & Relocation Reimbursements Checklist to keep track of expenses and required documentation.
Please read the full CSU policy prior to the move. Updated Moving and Relocation Policy and CSU Internal Procedures Governing Reimbursement for Moving and Relocation Expenses
Please email email@example.com with any questions.
Your appointment letter contains your moving and relocation allocation. This amount includes your house hunting trip and allowable reimbursable expenses of your actual move. You will not be reimbursed for expenses in excess of this allocation.
Under the Tax Cuts and Jobs Act of 2017, the Federal personal deduction for relocation expenses and the exclusion from Federal income of employer-paid relocation expenses are suspended from January 1, 2018 through December 31, 2025. As a result, with respect to Federal income tax, all moving expenses incurred on or after January 1, 2018, whether reimbursed to an individual or paid to a vendor on behalf of an individual, are taxable income to the individual. Federal income tax will be withheld from your reimbursement payment.
California state taxes:
The State of California guidelines have not changed. Relocation expenses that are “qualified moving expenses” are not subject to California state taxes. “Qualified moving expenses” are the reasonable costs of moving household goods and personal effects from the former to the new residence, travel expenses, and lodging costs. Non-qualified moving expenses are subject to state tax withholding and will be withheld from your reimbursement payment. Employees should discuss relocation reimbursement with a tax professional to ensure that they fully understand the financial and tax implications of relocation reimbursement.
The University will reimburse you and your spouse/domestic partner for one house hunting trip. The following expenses are allowable: airfare, rental car, airport parking and/or shuttles, lodging, and meals. However, the University will not reimburse the cost of a house hunting agency or service.
Household goods that are usual and necessary for the maintenance of a household are reimbursable. This includes items such as furniture, clothing, musical instruments, household appliances, foods, and other usual household items.
Moving of household effects includes the necessary expenses incurred for packing, insurance, transportation, storage
in transit (not including warehouse handling charges except when required by interstate tariffs), unpacking, and
installation of the household effects at the new location.
Items not eligible for relocation reimbursement are: more than one automobile, other motor vehicles, equipment,
trailers, boats, animals, belongings that are not the property of the immediate family of the employee, firewood,
fuel, and building materials.
- One house/apartment hunting trip may be included in your relocation allocation.
- A single one-way trip for one (1) vehicle from the former residence to the Monterey area.
- Mileage is reimbursed for the shortest, most direct, route from the former residence to the Monterey.
- Actual lodging, meals, and incidentals will be reimbursed for the employee and their spouse or domestic partner for every 24-hour period up to established limits.
- Multiple trips to and from the prior residence
- Expenses for children, parents, pets, etc.
- Items that do not belong to the immediate family
- Additional nights in the same location
- Meals, lodging, mileage after arrival in Monterey
- Gasoline for private vehicle
- Mileage for rental vehicles
- Storage units after 60 days
Original, detailed receipts for all expenses.
- Detailed invoices with the company/individual’s name and contact information and showing a zero-balance due.
- Receipts showing payment in full.
- Scan copies of all receipts into a single document.
- Complete the Moving and Relocation Payment Request (attached receipts)