Document Types: Finance

Complete Form W-4 so that your employer can withhold the correct federal income tax from your pay. Consider
completing a new Form W-4 each year and when your personal or financial situation changes.

IRS Reimbursement Rates

This document outlines the provisions relating to requesting reimbursement of approved travel and other expenses.

Nationwide – Deferred Compensation Plan Participation Agreement

Use this form to enroll in Nationwide’s deferred compensation plan.

Mobile Phone Reimbursement Form

Use this form to request reimbursement of expenses relating to the use of a personal mobile phone for official City-related business. To be eligible for reimbursement, the use of your personal mobile phone for City-related business must be approved by your supervisor. Also: any official City communications on your mobile phone is subject to disclosure, per the California Public Records Act.

ICMA – Payment Schedule Change Form

Use this form to change the payment schedule for your ICMA 401 or 457 deferred compensation plan.

Financial Management Policies

This policy document provides general information relating to the City’s financial management policies. It is the policy of the San Rafael City Council to be prudent, careful, and open regarding the City’s financial resources.

Expense Reimbursement Voucher Form

Did you incur pre-approved City-related expenses for City-approved travel? Use this form to request to be reimbursed for those expenses. Please note that only approved expenses will be reimbursed. Questions? Connect with your supervisor prior to incurring these expenses.