Document Types: Finance
IRS Form W-4
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.
Employee’s Withholding Allowance Certificate
This certificate, DE 4, is for California personal income tax withholding purposes only. The DE 4 is used to compute the amount of taxes to be withheld from your wages, by your employer, to accurately reflect your state tax withholding obligation.
Credit Card Statement Form
Complete this form prior to submitting a credit card statement for your City-issued credit card.