Preparing For Your Move
Preparing For Your Move
Preparing For Your Move
Contact .............................................................................................................................................................. 8
Objectives .......................................................................................................................................................... 9
Contact .............................................................................................................................................................. 9
Objectives .......................................................................................................................................................... 9
Procedure .......................................................................................................................................................... 9
Contact .......................................................................................................................................................... 9
Objective ......................................................................................................................................................... 10
Procedures....................................................................................................................................................... 10
Contact ........................................................................................................................................................ 10
Forms .......................................................................................................................................................... 10
Objective ......................................................................................................................................................... 11
Procedures....................................................................................................................................................... 11
Contact ........................................................................................................................................................ 11
Forms .......................................................................................................................................................... 11
Reminders ................................................................................................................................................... 12
6. Meet With Moving Contractor/Get Insurance Forms (At Your Residence) ..........................14
Objective ......................................................................................................................................................... 14
Procedure ........................................................................................................................................................ 14
Forms .......................................................................................................................................................... 15
Reminders ................................................................................................................................................... 15
Objective ......................................................................................................................................................... 18
Procedures....................................................................................................................................................... 18
Contact ........................................................................................................................................................ 19
Forms .......................................................................................................................................................... 19
A. Benefits ................................................................................................................................25
Contact ........................................................................................................................................................ 25
Forms .......................................................................................................................................................... 25
Contact ........................................................................................................................................................ 26
Forms .......................................................................................................................................................... 26
Contact ........................................................................................................................................................ 27
Contact ........................................................................................................................................................ 29
Reminders ................................................................................................................................................... 29
Contact ........................................................................................................................................................ 30
Forms .......................................................................................................................................................... 30
Resources ........................................................................................................................................................ 30
Contact ............................................................................................................................................................ 30
Resources ........................................................................................................................................................ 31
Contact ............................................................................................................................................................ 31
H. Security ................................................................................................................................34
Resources ........................................................................................................................................................ 34
Links ................................................................................................................................................................ 34
Contact ............................................................................................................................................................ 34
Resources ........................................................................................................................................................ 35
Contact ............................................................................................................................................................ 35
J. Taxes .....................................................................................................................................36
Information...................................................................................................................................................... 36
Contact ............................................................................................................................................................ 38
Forms............................................................................................................................................................... 38
K. Training ................................................................................................................................38
Resources ........................................................................................................................................................ 38
Contact ............................................................................................................................................................ 38
Contact ............................................................................................................................................................ 39
Contact ............................................................................................................................................................ 40
Forms............................................................................................................................................................... 40
Relevant Forms.........................................................................................................................41
Contacts....................................................................................................................................42
HRSGM offers a day-long session on overseas assignments the last Wednesday (or alternatively Tuesday) of each
month from 8:30 am to 4 pm. This session is also recommended for spouses. To register contact Global Mobility
(see below).
Also recommended for spouses
A sample agenda is as follows:
Time Topic
8:30–9:00 Breakfast
9:00–9:20 Introduction: Your Relocation Process
9:20–9:50 Overseas Assignment: HR processes and policies
9:50–10:05 Medical clearance for your overseas assignment
10:05–10:20 Taking care of yourself at your duty station
10:20–11:00 Extended Assignment Benefits; Post Allowances
11:00–11:20 Shipping processes and support
11:20–11:35 Break
11:35–12:05 WBG housing benefits and policies
12:05–12:30 Security Advice for Overseas Postings
12:30–1:45 Luncheon roundtable
1:45–2:15 Country–Specific relocation benefits and policy briefings
2:15–2:30 Coffee break
2:30–2:45 The Next Steps: Planning your relocation–Resources and Support
2:45–3:05 Spouse/Partner career support
3:05–3:25 Your children’s education at your duty station
3:25–3:45 Your taxes while posted overseas
3:45–4:00 Closing & Evaluations
CONTACT
Global Mobility (HRSGM)
Room MC 8-530
Ext. 32445, fax 202-522-2154
Email: [email protected]
OBJECTIVES
• Discuss all aspect of your relocation process.
• Review the Relocation Checklist and be provided with advice on all aspects of your relocation process.
• Also recommended for spouses.
CONTACT
Global Mobility (HRSGM)
Room MC 8-530
Ext. 32445, fax 202-522-2154
Email: [email protected]
OBJECTIVES
• Review benefits
• Initiate authorization to relocate
• Also recommended for spouses
PROCEDURE
1. Staff of the HR Service Center will brief you on the relocation process, explaining in detail how Staff Rule 6.17
(Benefits on Change in Duty Station) applies to your specific case.
2. You will receive a Country Office Benefits Worksheet outlining the benefits and allowances applicable to you.
3. Complete and submit a Trip Request (Relocation on Change of Duty Station – Trip Type 3) through SAP Travel
Module.
4. Update your address information through the HR Kiosk, under Your Personal Profile. If you do not have access
to the HR Kiosk, you may send an email to HR Address Change.
5. Inform your current IT of your upcoming move at least 5 business days prior to your departure so that they
can process transfer of your Computer Logon and Lotus Notes account to the new location.
6. You can find additional benefit information in the Overseas Assignment Benefits page in the HR site (furl: oab)
CONTACT
HR Service Center
Room G 2-132,
Tel. 202-473-2222, fax 202-522-2150
Email: HR Service Center
Web site: hr
OBJECTIVE
PROCEDURES
1. Medical clearance is initiated with a request from an appropriate HR contact to the Health Service Department
(HSD) to provide medical clearance. Medical clearance for a country office assignment no longer requires a full
medical examination. Rather, clearance is provided by an HSD medical examiner based on a self-reported
medical assessment questionnaire.
2. All dependents who will reside with the staff member require medical
clearance and need to be cleared at the same time whether or not all family
members travel together to the new duty station. Dependents under age 18
require only a statement of health from their pediatrician. Children studying
abroad who will only be visiting parents occasionally do not require clearance.
Finally, staff going on assignment to North America, Western Europe, Japan,
Australia and New Zealand do not require medical clearance.
3. Medical clearance is required also for staff and accompanying dependents
reassigned from one country office to another country office.
4. One copy of Form 263 (6-2007), “Medical Assessment Questionnaire”, should
be completed for each family member over age 18 who will reside at the duty
station. These completed questionnaires should be submitted to HSD
Medical Clearance. On occasion, HSD may ask the staff member directly for
additional medical information to supplement information provided in the medical assessment questionnaire.
HSD will notify the appropriate HR contact directly when medical clearance has been finalized.
5. While medical exams are no longer required, you may wish to consider scheduling them for you and your
family prior to your departure. Claims for these exams may be processed through your current medical
insurance, subject to its coverage parameters. Payment for these exams beyond what insurance covers is
your personal responsibility
CONTACT
HSD Medical Clearance
Email: [email protected]
Tel. 202-458-1332
FORMS
• #263 (6-2007) Medical Assessment Questionnaire
OBJECTIVE
PROCEDURES
1. The Health Services Department has prepared country-specific health information for your duty station. You
and your spouse/partner can attend a medical briefing that will highlight the following:
a. Health conditions and medical resources at your duty station
b. Precautionary measures to safeguard your health including immunizations and travel medicines
c. Medical evacuation policy and procedures
d. Subregional medical officers
2. Emergency Medical Assistance cards in the briefing package will
provide instructions on how to reach HSD’s Medical Duty Officer
during normal and after business hours.
3. Your immunizations and those of your dependents, if applicable,
will be reviewed and a schedule made for recommended and
required vaccinations. To allow adequate time for taking your
immunizations prior to departure, arrange your medical briefing
soon after notification of your Country Office appointment.
4. Section 04 “Health and Medical Guidelines” of the Country Office
Handbook will be reviewed.
5. Prior to departure, it is recommended that you take
cardiopulmonary resuscitation (CPR) and a first aid course. Class
schedules can be obtained from your local Red Cross chapter.
6. The Health Service Department provides staff and families with three months of anti-malarial drugs and other
travel medicines from the standard operational package (syringe kits, spays, repellents, benedryl etc). The
Field Health Services Unit recommends purchasing impregnated bed nets under certain conditions, such as
extensive rural or adventure travel, but does not supply them. They are readily available on the local market,
that is, within the countries where malaria and other insect borne diseases are a risk.
7. The Bank is piloting a Sub-Regional Medical Officers (SRMO) program to improve the delivery of health
services to the country offices. For more information check the SRMO website. There are currently 4 SRMO in
Africa.
CONTACT
Lorraine Lynch Nagy
Room MC 2-445, MSN MC 2-203
Ext.84505, fax 202-522-1616
FORMS
• #996 MIP Administrator Change
• #1936 Request for Travel Medicine for Staff or Dependents
The pharmacist will prepare the medication and package it for overseas shipment. Due to the sterilization process
for incoming mail to the World Bank, medication cannot be sent to the Bank through the U.S. Postal Service. The
pharmacist will notify a courier when the medication is ready for pick-up. The package will be hand-carried to the
Bank’s mail room, a pouch request will be completed, and the package sent to you via pouch. Please note that
medications which require refrigeration, such as insulin, cannot be sent. Packages must not exceed five pounds
in weight.
Instruct the pharmacy to label the package with your name and country office location as follows:
Staff Member’s Name (or family member’s name, c/o staff member)
The World Bank Group (include MSN of Country Office)
Location of Country Office (include IBRD or IFC)
P.O. Box 27839
Washington, D.C. 20038-7839
MIP members can routinely obtain up to a 90 day supply of prescription drugs and up
to a 6 month supply of prescription drugs for travel through the Catalyst Rx retail
benefit by purchasing prescriptions at any participating pharmacy while in the US.
CVS, Safeway, Foer’s, and Giant Food are examples of participating pharmacies.
If you require more than a 6 month retail supply, a travel override will be requested
by Catalyst Rx from the Bank’s insurance office who will confirm your travel situation,
but in no event will more than one year’s supply of medication be dispensed. If a
travel override is required, the pharmacist filling the prescription should contact
Catalyst Rx and make the necessary arrangements. Be sure that your doctor has
provided a prescription for the correct supply to coincide with your travel – written as a 180 day or 365 day
supply, not as a 30 day supply with multiple refills.
We regret that the Catalyst Rx mail order benefit is not available to those who live outside the US as federal law
prohibits Catalyst Rx from shipping prescription drugs overseas.
Staff members are to call Aetna customer service at 866-258-6680 and ask to speak with a representative of the
pharmacy management division. Once contact has been made with a representative from the pharmacy
management division, the staff member can request authorization for a supply of medication, not to exceed one
year. The staff member will need the same medication/dosage and pharmacy contact information noted above. Be
sure that your doctor has provided a prescription for the correct supply to coincide with your travel – written as a
180 day or 365 day supply, not as a 30 day supply with multiple refills.
OBJECTIVE
PROCEDURE
1. You will contact GSD Shipping. They will assign you one of three moving contractors. You will then contact the
moving contractor assigned to you who will explain the moving process and storage procedures and will
schedule the pre-move survey of your goods and the actual moving day.
2. The contractor will advise you on shipping your automobile.
3. Contact your country office to find out duty-free privilege specifics.
4. If you take the Removal Grant and make your own shipping arrangements, remember to ask the mover of
your choice for door-to- door pricing.
5. A 20-foot container contains a 2-bedroom house; a 40-foot container a 4-bedroom house.
6. 7000 lbs is equivalent to a 20-foot container (or 1000 cubic feet)
7. Motorcycles can be shipped as part of your household but take a lot of
space. They are packed in a corrugated cardboard box.
8. The Bank will not arrange or pay for the transportation of a staff
member’s pet.
9. The Bank does not store cars.
10. The shipping contractor will advise you regarding the Bank's insurance
and will provide you with the insurance forms.
11. The insurance contractor's representative can provide you with
information about insuring your personal belongings at the duty station. It is important to note that your
shipment is insured only while in transit. You are responsible for proper insurance coverage of your
personal goods, furnishings and equipment at the duty station for the whole period of your assignment. If
you choose not to take out insurance coverage under a standard homeowner’s policy you cannot be
reimbursed by the Bank Group for loss of or damage to personal effects resulting from security situations such
as riot, civil disturbances, war, etc. Items left in storage are insured.
12. You can get a homeowner’s insurance through the same insurance contractor who will insure your shipment,
Willis Relocation Risk Group. This insurance is called INTERNATIONAL PERSONAL INSURANCE. You are
responsible for paying the premiums.
13. Willis Relocation Risk Group does not provide car insurance at the duty station but can refer you to another
insurance company who does.
14. On arrival at the duty station, make an inventory of your personal property and send one copy to the country
office and another to your Human Resources Team.
15. While at the country office you are entitled to one visit per calendar year to your storage.
16. You may also ship documents from your office. Limits are set by your region, i.e. it is an agreement between
you and your department. AFR allows one box to be sent by diplomatic pouch. Make the request through
eServices.
FORMS
• Insurance Forms
REMINDERS
• Don’t forget to properly prepare your possessions for storage. Oriental carpets should be professionally
cleaned and put in cold storage; keep cleaning receipts.
• If you have small children, arrange for childcare on moving day.
• Pets: check with your duty station country embassy for specific regulations regarding the importation of
animals. Arrange veterinarian visit to update vaccinations; make kennel arrangements at duty station
• To simplify record keeping, take photos or a video of your possession.
• Suspend your Bretton Woods Recreation Center membership
• Review your insurance coverage for items in storage; get appraisals if necessary.
Getting Organized
To prepare for your move, divide your household effects into the following three categories:
1. Surface Shipment
2. Accompanying Air Baggage
3. Storage (if applicable)
Electrical Appliances
Electricity in the United States is 110 volts, 60 cycles alternating current. Most of the rest of the world operates on
voltage ranging from 220 to 400, with a 50 cycle alternating current. Wattage and voltage are usually marked on a
plate fastened to each appliance. Electrical transformers can be used with may U.S. appliances to change voltage
up or down, provided the transformer is of a higher voltage than the appliance. Since transformers do not affect
cycles, they are not recommended for time sensitive items (clocks and timers) or sound equipment. Also, it is
generally not a good idea to use transformers on high voltage appliances
such as irons due to the danger of overheating. Electrical receptacles and
plugs vary from country to country, sometimes even within one house!
Generally, plugs are available locally and, as long as your appliance is of
the right voltage, can be easily changed. Lamps, by the way, can work on
any voltage; it is the bulb (either the screw-in or bayonet-type) which
must be the right voltage, and these are usually available locally. It is
suggested that you take power surge protectors for use in countries where there are frequent power failures.
When purchasing new appliances keep in mind that some brands (e.g., Westinghouse, G.E.) are easier to have
serviced at your duty station than brands less well known and it is wise to choose the simplest and sturdiest model
available.
Automobiles
The Bank provides shipment and transit insurance subject to certain cost limits for one auto to most duty stations.
You may want to purchase spare parts to include in your shipment. Shipping information is available from the
moving contractor.
Items to hand-carry
Remember to hand-carry important items like:
• passports • copy of will
• airline tickets • duplicate keys for car and luggage
• pictures • medicines
• school records • car ownership record
• copies of marriage/birth certificate • insurance policies
• prescriptions including those for eyeglasses
World Import
Online Catalog
Ph. (877) 220-8658
Outside US (847) 455-1974
www.world-import.com
OBJECTIVE
PROCEDURES
1. Arrange travel itinerary and update
• visas and passports for all relocating family members. To get visas passports generally passport need to be
valid at least 6 months from the moment you receive the visa.
• your Laissez-Passer.
If you don’t have a laissez-passer you need to apply for one. United Nations
Laissez-Passer is a travel document released by the United Nations to be
used by UN Specialized Agencies staff on official travel. The use of the UNLP
generally facilitates getting visas and entering any country recognizing the
UNLP for entry purposes. See AMS 3.40A. Have your family members
registered on the UNLP. See also section L. Visa Information.
2. Notify your country office of your arrival date.
3. Take at least 12 passport size photos for you and for each member of your
family; carry these with you to the duty station as you will need them shortly after arrival for official
documents e.g. ID cards, local driver's license, etc. Passport photos for your entire family can be taken on
CONTACT
American Express
Room MC C2 270
Ph. 1 877 260 9475
fax 202-477-1046
FORMS
• Application for International Driver’s License (obtain through AAA)
PRE-ASSIGNMENT VISIT
You and one member of your immediate family are eligible for a pre-assignment trip to the duty station to review
logistical matters, such as availability of housing, furniture and schooling prior to commencement of your new
assignment.
1. A lump-sum Pre-Assignment Travel Grant based on home country travel cash option (one time for non-family
post, two times for staff relocating with dependent(s).
2. A lump sum Pre-Assignment Subsistence Grant: $2350 per staff for hotel, meals and other expenses for all
travelers (no SOE).
It may be combined with any other benefits travel program and, subject to special conditions, operational travel.
See Staff Rule 6.17 Paragraph 3.02 for specific details.
Short-term visa obtained through American Express.
Requirements
If you are renewing a driver's license at a DMV service
location, please bring the following documents with you and
be prepared to pay the applicable fees:
• Completed Driver's License/Voter Registration
Application
• Current DC Driver's License*
• Change of Name or Change of Address documentation,
if applicable
Note: If you are holding a provisional driver's license, please
refer to provisional driver's license renewal.
*If your driver’s license has been lost or stolen, you must
provide Proof of Name & Date of Birth and Proof of SSN.
To Renew in Person
• Just visit one of the Motor Vehicle Administration (MVA) locations with your expiring license and appropriate
fee. You are responsible for renewing your driver's license before it expires. You have up to one year after it
expires to renew without having to take additional tests. However, it is against the law to drive with an
expired license.
• A social security number shall be required and verified for applicants for an original, renewed, duplicate,
corrected driver's license or for a learner's permit. Applicants not eligible for a social security number will be
required to provide a self-certification.
• Please check your renewal notice for any errors.
• Present your renewal notice, expiring license, and fee in person to any one of the MVA locations.
• Take the vision test.
Vision Test
• Unless you are renewing by mail and are under 40 years of age, you must either have your eye doctor fill out
the vision form on your renew-by-mail application or come into an MVA office to renew your license. The
vision form in the mail-in license renewal is the only form the MVA technology can "read" to renew your
license by mail. If you have a separate form from your doctor or wish to take the vision test administered by
MVA personnel, you will need to come into the MVA to renew your driver's license.
• More information on the vision requirements is available.
Renewal Fees
• Driver's license fee
• Commercial driver's license (CDL) fee
Please note that there is a fee for the commercial driver's license, and there is an additional fee for the Commercial
Driver Licensing Information System surcharge.
Note: If you will be out of the state during the entire renewal period you can call (301) 729-4550 or write to MVA,
Driver Licensing, Room 145, 6601 Ritchie Highway, Glen Burnie, MD 21062. You will receive an application for a
"valid without photo" license. This license must be exchanged for a photo license within 15 days after you return to
Maryland. (Commercial driver's licenses may not be renewed by mail.)
Note: An applicant who is under age 21 cannot renew his or her driver's license until his or her 21st birthday.
CONTACT
General Queries, Home Leave, Education Benefits
Email: HR Service Center
ext. 32222
fax 202-522-2150
Statement of Expenses
Email: Receivables and Travel Service Desk
ext. 82792
fax 202-477-6862
FORMS
• #8 Statement of Expenses for Staff on Assignment Away from Headquarters through SAP
• #279 Application for Education Benefits through HRKiosk
• #591 Home Country Travel Request through HRKiosk
• #677 Certificate of School Attendance and Expenditure through HRKiosk
• #2110 Certification of Benefit Travel - complete through HRKiosk
CONTACT
Email: HR Service Center
ext. 32222
fax 202-522-2150
MSN G2-202
FORMS
• #271 Application for Financial Assistance (HQ Staff Loans – Settling in)
CONTACT
Regional CAO’s Office
ENTERTAINMENT PACKAGE
Staff with representational responsibilities are entitled to a basic entertainment
package for representational purposes, consisting of china and wine glasses.
• Currently, the supplier for the Entertainment Package is Peter Justesen
Company.
• The procedure is in the .pdf file: Entertainment Package Order Procedure for
World Bank.pdf. Note: At present, Procurement would prefer that the
entertainment package be ordered through Peter Justesen Co. so to have
homogenous packages in all country offices. Nonetheless, Procurement does
not preclude a local purchase at a more favorable price, but they also
recommend that clients obtain a comparative quote from PJ Co, in addition
to the local quote.
DIPLOMATIC CLAUSES
In house rentals, the landlord may be a member of the diplomatic or military service who has been assigned
overseas for two or three years. It is common in these situations to include in the lease a clause permitting the
landlord to terminate the lease and recover possession of the house upon notice (usually 60 or 90 days) if he is
unexpectedly reassigned back to the Washington area. World Bank staff members renting their homes while on
assignment overseas may also wish to include such a clause in the rental agreement. Following is a sample:
“If at any time during the term of the lease the landlord is reassigned by the World Bank to the Washington
metropolitan area and desires to resume residence in the leased premises and gives not less than 60 days
notice in writing to that effect, specifying that it is given for the reason aforesaid, then, at the expiration of
such a notice this lease shall terminate, without prejudice to the right of action of the landlord or tenant in
respect of any breach of their respective covenants under said lease.”
This so-called "diplomatic" clause may also be written to permit the tenant subject to sudden reassignment to
terminate the lease. World Bank staff members who think they may be assigned overseas may want this type of
clause in their leases, of which the following is a sample:
“If at any time during the term of the lease, the tenant is assigned by the World Bank to duty outside the
Washington metropolitan area and gives not less than 60 days notice in writing to that effect, specifying
that it is given for the reason aforesaid, then, at the expiration of such notice and upon payment of the rent
REMINDERS
• Get a Safe Deposit Box to store insurance policies and other important documents such as CDs, IRAs, etc.
as well as expensive jewelry.
• Leave a Will (make one if you haven’t already) and a Power of Attorney with a friend or relative.
CONTACT
GSD Help Desk
Ext: 31010
FORMS
• U.S. Postal Service Change of Address Form
RESOURCES
• HRSGM Global Relocation/Mobility Specialists can refer you to real estate agents or property management
companies for the sale or rental of your Washington area house or apartment.
• The specialists can advise you on all aspects of the real estate process including resettlement to the
Washington area upon your return.
CONTACT
Global Mobility (HRSGM)
Room MC 8-530
Ext. 32445,
fax 202-522-2154
Email: [email protected]
RESOURCES
HRSGM Relocation/Mobility Specialists will brief you on school availability at the duty station, educational options,
compatibility of systems and re-entry issues.
CONTACT
Global Mobility (HRSGM)
Room MC 8-530
Ext. 32445
fax 202-522-2154
Email: [email protected]
Good luck and best wishes as you embark on an exciting family adventure!
H. SECURITY
RESOURCES
GSD Security now has Regional Security Advisers (RSA's) serving abroad in all the regions. They are in the best
position to reach out to and assist international staff members assigned to country offices in their respective
regions.
• For a current list of the RSAs and the regions they cover check the Who’s Who in the Security web site.
• Gil S. Grein has been asked to work with HR to correlate the messages to international staff members and
ensure the appropriate RSA is informed.
In the Security web page (type ‘Security’ in the address line in your
Intranet web browser) you can find:
• Global Security Awareness Course – A 45 minutes interactive course.
This course is also available as a DVD
• Security Overseas Assignment Briefing
LINKS
• Administrative Manual Statement 6.40
• Who’s Who in Security
CONTACT
Tanya Lynn Sisler, GSDSO
Ext. 31101
Room H2-379
Spouses of Bank staff are strongly encouraged to attend the following events:
• Overseas Assignment Briefing Session – a day-long session last Wednesday (or Tuesday) of the month
• Meeting with the Relocation Advisors
• Meeting with the HR Service Center to review benefits
• Health briefing
HRSGM Spouse Career Support Specialists can provide information about career opportunities, transition and
career coaching, training for job search skill.
The World Bank Group has partnered with other UN agencies to support the Dual Career and Staff Mobility
program. The purpose of this program is to help families settling in new duty stations and assist spouses in their
job search. Main tool of the program are the Local Expatriate Spouse Associations (LESA) which are being
established in all countries. For more information see the program website:
http://www.unstaffmobility.org/home/
CONTACT
Global Mobility (HRSGM)
Room MC 8-530
Ext. 32445, fax 202-522-2154
Email: [email protected]
CONTACT
WBFN
Room H 2-200
email: [email protected]
ext. 38751
fax 202-522-3142
INFORMATION
1. In accordance with the Tax Increase Prevention and Reconciliation Act of 2005, U.S. nationals living and
working overseas, who qualify by remaining in a country outside the United States for a minimum of 330 full
days in any consecutive twelve-month period may exclude from their income for federal tax purposes:
• Income received from the Bank up to a maximum of $91,400
for 2009 and $91,500 for 2010.
• A housing amount, if applicable. This annual housing
exclusion is calculated as the housing cost ceiling (30% of the
exclusion amount = .3 x $91,400 = $27,420) (or actual housing
if lower) minus 16% of the exclusion amount (.16 x $91,400 =
$14,624). The exclusions are calculated on a daily basis.
Notice 2007-77 lists the higher ceiling amounts for specific
high housing cost locations. Both the staff-paid and the Bank-
paid housing costs can be used for this calculation.
The Stacking Rule is in effect for calculating the federal income tax. The federal income tax is calculated as the tax
on taxable income plus the foreign exclusion amount, and then subtracting the tax on the foreign exclusion
amount.
If you do not meet the requirements for the Physical Presence Test (330 full days abroad in 12 consecutive
months), please refer to Staff Rule 6.04 (Paragraph 3.08) and IRS Publication 54 for requirements for the Bona Fide
Residence Test for a entire calendar year of residency abroad.
For additional information, please refer to IRS Publication 54 for Overseas Filers for Form 1040, Form 2555 with
Instructions, and Notice 2007-77 at www.irs.gov.
2. Travel time to and from the U.S. (as opposed to residence) does not qualify towards the minimum 330-day
requirement. Travel between or among other countries does qualify towards the minimum, so long as no part
of a day is spent traveling within, through or over the United States. The 12-month qualifying period is
different for each staff member since it begins on the date of arrival at your duty station. Thus, the qualifying
period likely does not coincide with a tax year. Please contact the Tax Service Desk for further consultation on
how to apply to the 330-day test to your particular circumstances.
3. U.S. citizens will be expected to qualify for this tax exclusion
under Staff Rule 6.04 unless your manager at the level of Director
or above agrees to exempt you from this requirement. A request
for exemption may be approved only if operational and/or
personal circumstances would require your extended presence in
the U.S. The exemption should be sought from your manager in
advance of any failure to attain 330 days abroad. If your request
for exemption is approved, your individual tax circumstances will
be reviewed by an external accounting firm to determine whether you would still qualify for the tax exclusion
on an alternative basis. Please see Staff Rule 6.04, para 3.08, which explains this process in greater detail.
The "bona fide residency abroad" determination allows US citizen to visit the US for more than the 35 days per
calendar year that has long been considered the limit for our US staff based in COs. It is thus an important element
facilitating the decentralization plan of the Bank, especially for CO-based managers and other staff that need to
visit Washington quite frequently. The Bank has formally introduced this option in 1999; at present some 40
percent of US staff based in CO are availing themselves of this option. The procedures are as follows:
Please bear in mind the contingent liability as well as actual costs for the Bank to manage this program. Hence
there is the requirement for managerial approval.
Each U.S. citizen staff is advised to have an individual tax consultation with Ms. Patricia W. Haas, Tax Specialist
((202)458-4337, Room MC5-555) before accepting an overseas assignment so that tax implications can be
delineated.
FORMS
• #1040 (IRS) U.S. Individual Tax Return
• #2555 (IRS) Foreign Earned Income
K. TRAINING
RESOURCES
• Consult the Learning Catalog in the Intranet for relevant courses offered at Headquarters.
• The Language and Culture Training Program offers group training in all major languages for you and your
spouse/domestic partner who will relocate with you. There is no charge for this training. For more information
visit the Intranet site http://language or send a message to language&[email protected].
• You may wish to contact the Overseas Briefing Committee of the World Bank Family Network at ext. 38751 to
talk to a volunteer member who has first-hand country experience in the location of your posting.
CONTACT
Gabriela Gold
Program Manager, Management Learning
HRS Leadership and Organizational Effectiveness
World Bank Group
tel. 202-473-4073
fax. 202-522-3474
MSN G3-301
e-mail [email protected]
1. The American Visa Office in Washington only processes business visas relating to mission travel. They will also
handle requests for personal tourist visas upon request and after payment of a service fee. Both business and
tourist visas assume a temporary stay and almost always require that the traveler have roundtrip tickets.
2. When a staff member is moving to a new duty station, different visas are required. For these visas, travelers
should plan to contact the relevant consulate personally to advise the intended length of stay and to
determine what type of visa will be needed based on his/her nationality. Often it will be necessary to appear
personally for an interview and additional documentation of a sensitive nature may be required (medical,
employment verification, insurance, etc). Staff should allow sufficient time to contact the consulate as
American Express cannot assist in obtaining these visas.
3. A status visa, which is related to employment and residence in the country of the duty station, can generally
be obtained only at the duty station after arrival. The Bank office in the host country must take the necessary
steps prior to your arrival at the post. Please alert the Bank office to your arrival and ask whether you need to
take any actions before leaving Washington.
4. Once arrived at the duty station, it is advisable to apply for a United Nations Family Certificate for your
dependents, valid for certain countries. This document can be obtained through the American Express, Visa
Office. (See AMS 3.40C)
CONTACT
American Express Visa Office
Room MC C2-270
Ext. 37634
fax 202 477 2155
CONTACT
HR Visa Unit, MSN G2-202
Ext. 34466
fax 202-522-7026
FORMS
Application for United Nations Family Certificate (UN Form PT-39) to be obtained from the Bank's Passport and
Visa Office
5. Health briefing