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SF 1164

Use the Sf 1164 Fillable Pdf 2017 template to ease independent agency document workflows.

What SF 1164 is and how it works

SF 1164 is a U.S. government reimbursement form used to document expenditures on official business. The person claiming reimbursement records the applicable expense information, supplies supporting documentation required by agency policy, and submits the form for review and approval. signNow can hold the uploaded form, detect fillable fields, assign review or signature roles, and preserve the completed record with an audit trail. The platform does not determine whether an expense is allowable; the responsible agency and applicable travel or financial rules control that decision.

Who uses SF 1164

Government employees

Federal employees and agency personnel can prepare expenditure details, attach supporting records, and route SF 1164 for authorized review before reimbursement processing.

Finance administrators

Agency finance teams can review submitted expenses, collect required signatures, and retain completed SF 1164 records with an identifiable audit history.

Complete SF 1164 in signNow

Use the official SF 1164 file, complete its expenditure information, route it to the responsible reviewers, and preserve the signed result with its audit trail.

  • Upload form:

    Upload the official SF 1164 file.
  • Detect fields:

    Let signNow detect fillable fields.
  • Complete form:

    Add expense details and supporting information.
  • Route approval:

    Assign reviewers and signers in order.
  • Send request:

    Send the completed record for signature.

Recommended SF 1164 workflow setup

Configure the signing workflow around agency approval, signer attribution, audit evidence, and the applicable government records schedule.

SettingRecommendation
Authentication methodEmail verification with SMS OTP
Signature typeTyped or drawn electronic signature
Audit trailRetain completion certificate and action history
Document retentionFollow agency records schedule
EncryptionTLS 1.2 or newer in transit
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Legal standing of electronic SF 1164 records

An electronically signed SF 1164 may support a U.S. business or government transaction when the signer intends to sign, consents to electronic records, can be identified, and the record remains reproducible. ESIGN, 15 U.S.C. chapter 96, and applicable state law provide the framework; exclusions include wills, certain court orders, and family-law decrees.

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Signer authentication for SF 1164

PKI signing:

Public-key certificate support

X.509 certificates:

Certificate-based signer identity

Two-factor authentication:

Second-factor verification

SMS OTP:

One-time code delivery

ID verification:

Identity evidence collection

Audit evidence:

Recorded signer activity

Find and fill out the correct optional form 1164 2017 2019

airSlate SignNow helps you fill in and sign documents in minutes, error-free. Choose the correct version of the editable PDF form from the list and get started filling it out.

VersionsForm popularityFillable & printable
GSA SF 1164 20174.8 Satisfied (6105 Votes)
GSA SF 1164 19774.7 Satisfied (196 Votes)

How the SF 1164 audit trail works

signNow records signer activity and document evidence so an SF 1164 completion can be reviewed after signing.

01

Authenticate signer:

Records the email, SMS, or identity check used.
02

Capture timestamp:

Captures the exact signing time and date.
03

Log actions:

Associates each completed action with SF 1164.
04

Hash document:

Creates a document hash for change detection.
05

Seal record:

Seals the completed file against unnoticed edits.
06

Export evidence:

Exports the certificate and audit history for review.

Platform requirements for SF 1164

SF 1164 can be prepared in signNow using Chrome, Firefox, Safari, or Edge on Windows and macOS. Mobile access uses Safari on iOS or Chrome on Android, while signNow mobile apps support document review and signing. Connections should use TLS 1.2 or newer.

  • Desktop browsers Chrome, Firefox, Safari, and Edge on Windows and macOS
  • Mobile browsers Safari on iOS and Chrome on Android
  • Security and apps TLS 1.2 or newer; signNow mobile apps available

Government reimbursement records should be handled on managed Windows, macOS, iOS, or Android devices. Administrators can connect signNow through its API, configure SSO provisioning where available, and preserve completion records with audit-trail and certificate settings appropriate to agency policy.

Connect SF 1164 workflows to business systems

Route SF 1164 records through Salesforce, NetSuite, Microsoft 365, Google Drive, Box, or Procore to reduce rekeying and preserve completed reimbursement documentation.

Salesforce
Procore
Zapier
Microsoft Teams
Hub spot
Box
Microsoft

Best practices for SF 1164

Accurate source documents, controlled routing, complete evidence, and agency-approved retention reduce errors when preparing SF 1164.

Use the agency’s current SF 1164 template

Upload the current SF 1164 template supplied by the responsible agency, rather than recreating its fields. Compare the rendered file with the source before sending, especially expense lines, certification language, routing fields, and signature locations.

Match entries to supporting records

Record expense information exactly as shown in supporting receipts and approvals. Keep attachments associated with the completed SF 1164 so reviewers can connect each claimed expenditure with its underlying evidence.

Separate review from signature

Assign reviewer and signer roles deliberately before sending. Use signNow’s audit trail to preserve timestamps, recipient activity, and completion evidence, while following agency procedures for separation of duties.

Archive the signed reimbursement record

Export the completed form and audit evidence after signing. Apply the responsible agency’s records schedule, access controls, and secure archival process instead of relying on a generic retention period.

Common SF 1164 completion challenges

  • Expense entries do not match receipts, travel authorizations, or agency approvals, creating avoidable questions during SF 1164 review.
  • A scanned SF 1164 may not expose usable fields, requiring manual placement and careful comparison against the official template.
  • The form reaches an unauthorized reviewer or signer because recipient roles and approval order were not checked before sending.
  • The signed form is retained without its completion certificate or audit trail, weakening the available evidence of review and signature.

SF 1164 signing and troubleshooting

Resolve field, routing, authentication, plan, legal-validity, and retention questions before finalizing an SF 1164 record.

Upload the official SF 1164 PDF again and confirm the file opens before assigning fields. signNow can detect fillable fields, but a scanned or malformed file may require manual field placement. Preserve the original government form and verify every entered expense detail before routing it.

Use signNow’s field assignment to give each reviewer or signer only the actions required by agency procedure. A completion certificate and audit trail document who acted, when, and which file was completed; agency policy still determines whether additional approval evidence is required.

Electronic-signature validity depends on intent, consent, attribution, and record reproducibility under ESIGN and applicable state law. For consumer-facing records, 15 U.S.C. §7001(c) also addresses electronic-record disclosure and access requirements. Confirm the agency’s own signature policy before sending SF 1164.

Business includes legally binding eSignatures, audit trails, templates, and mobile apps at $8 per user monthly when billed annually. Business Premium adds bulk send at $15, while Enterprise adds advanced signer authentication at $30. Select the plan based on the agency workflow and controls required.

Use a stronger signer-authentication method, check the recipient’s phone number, and resend the request if an SMS code fails. signNow supports two-factor authentication options, but the agency should select the authentication strength required for the information and approval risk involved.

Export the signed SF 1164, completion certificate, and audit history from signNow, then store them under the agency’s approved records schedule. Do not assign a retention period from the form number alone; the agency’s records officer and applicable federal schedule control retention.

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