How to Complete an SEC Reimbursement March 21, 2016
Step 1: Check Your Organization’s Budget 0Budget/Forms/AllItems.aspx Find the current school year Find your organization’s budget Make sure the event is properly funded
Step 2: Find & Complete the Proper Forms On the SEC Website: 1. Reimbursement Information 2. Download the proper documents 3. SEC reimbursement form, T&B expense form
Standard SEC Reimbursement Components 1. SEC Funds Request form 2. University Travel & Business (T&B) form 3. Original Receipt(s) 4. Attendance Sheet
Caveat: Conferences Three ways to get reimbursed by the SEC for a conference: 1. Attend an organizational conference Amount: Requested and allocated in the organization’s budget 2. Individually attend a scientific conference and present research Amount: $200 before June 2016, $350 for after July 2016 Differences: Include an abstract Your name goes in the “Preparer Name” field of the T&B form
Step 3: Turn in Forms Staple together, in this order: 1. The University T&B form 2. Receipts 3. Attendance sheet Paperclip the SEC Funds Request Form and/or abstract on top. Deposit to the SEC mailbox in the student lounge
FAQ 1. What do I put for the account codes/purpose on the T&B form? Nothing, don’t change the numbers that are already listed. Only change the dollar amount. 2. When will I get my money? The SEC checks the mailbox every week. Forms should be reviewed in less than a week, at which time you will receive an . University turnaround time is 3-4weeks (15-20 business days). 4. Ten people helped pay for this event, how should we do the reimbursement? Fill out one reimbursement form and have one check disbursed. That payee should distribute money among individuals. 5. I paid an individual (band, DJ, speaker) with a personal check. Can I get reimbursed? Don’t do this!
Need Help? 1. Check out the ‘Read Me’ instructional documents at SEC>Reimbursement Information 2. Talk to your organization’s Treasurer 3. Zean Chen (Vice President of Finance) at