Complete the below form, review and then click the “Submit” at the bottom.Relevant documentation is required for individual expense items over $25. Our upload tool is currently disabled, therefore please scan your receipts and email them to Keith Lazarus at klazarus@nysscpa.org. Note the committee or community name and meeting date in the email.
You may also download this form in PDF using the “Downloadable Form” link on the previous page and submit per the instructions on that form. Click here to read the policy.
Transportation
Limits: Individual reimbursement requests are limited to $800 in total per request and members are limited to a cumulative amount of approved reimbursement requests of $4,000 per Society fiscal year (6/1-5/31).
See part h. of the Travel Reimbursement Policy for details and exceptions.
OFFICE USE ONLY:DEPARTMENT EXP: __________________________________________________________APPROVAL: _________________________________________________________________
NOTE:
►Please include scanned receipts or other substantiation for transportation and out-of pocket expenses over $25. Currently the upload tool is disabled, so please email receipts to Keith Lazarus at klazarus@nysscpa.org and include committee/community name and date of meeting in the email.
►Reimbursement requests must be received within six months of the meeting date or reimbursement will be denied.
Have my reimbursement check made payable and mailed to:
