Shifting Bill Claim Guide
A comprehensive walkthrough on how to claim packers and movers bill reimbursements successfully for bank, corporate, and government employees.
How Does Packers and Movers Bill Reimbursement Work?
Packers and movers bill reimbursement allows bank, government, and corporate employees to claim house shifting expenses from their employers. To receive reimbursement, employees must submit a complete, audit-ready document folder containing a valid GST tax invoice, Lorry Receipt (LR), itemized inventory packing list, and signed payment receipt.
When moving houses due to a corporate transfer or promotional posting, most companies, banks (especially public sector banks like SBI, PNB, Canara), and government departments offer a Relocation Shifting Allowance.
To claim this allowance, you must present a verified bill folder from a registered logistics company. If the paperwork is incomplete or the GST registration is inactive, the claim will be rejected.
The 4 Key Documents You Must Submit
Tax Invoice
Must feature a valid 15-digit GSTIN (e.g. Motion's 20AAHCM9828R1ZO), clear break-up of packing charges, transportation, loading, and GST (typically 18% for packing/moving services).
Lorry Receipt (LR/GR)
Also known as a Consignment Note. It serves as proof of loading and includes cargo details, vehicle number (e.g. truck registration), loading point, and delivery address.
Packing Inventory List
An itemized list detailing every carton, appliance, and furniture piece loaded. Keeps counts clear and serves as verification proof in case of insurance claims.
Stamped Payment Receipt
Official stamped Money Receipt validating that the customer has settled the invoiced amount. Must be signed and matched to the transaction method.
How to Claim: Step-by-Step
- 1
Get an Official Written Quotation
Before shifting, request a formal estimate to submit to your HR/Branch Manager for initial approval.
- 2
Ensure Proper Documentation
During booking, confirm that the logistics team will issue standard printed Tax Invoices, LR copies, and itemized lists.
- 3
Complete Shifting & Make Payment
Once the cargo arrives safely, settle the payment and collect the signed Money Receipt.
- 4
Submit the Claim Folder
File all four documents with your employer's portal or HR Desk for immediate reimbursement processing.
Frequently Asked Questions
Q: What documents are required to claim shifting reimbursement?
Most banks, PSUs, and MNCs require four core documents: (1) A valid Tax Invoice with active GSTIN, (2) Consignment Note or Lorry Receipt (LR/GR copy), (3) Detailed Item-wise Packing Inventory List, and (4) Stamped and signed Payment Receipt.
Q: Do companies accept hand-written bills or quotations?
No. HR and Finance divisions reject simple hand-written estimates. You must submit a computerized Tax Invoice containing a valid 15-digit GSTIN, proper SAC/HSN codes (typically 9965 for cargo transport), and corporate stamp validations.
Q: Is IBA approval mandatory for bank shifting claims?
Yes, for most public sector banks (like SBI, PNB, BoB, etc.), claims are strictly reimbursed only if the moving company is listed in the IBA approved transport operators list. Private MNCs generally accept any GST-registered moving company.
Q: How do I check if my packers and movers bill is genuine?
Verify the GSTIN printed on the bill directly on the government GST portal (services.gst.gov.in). Check if the legal name matches and the status is active. Fake invoices are caught during auditing and will lead to claim rejection.
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