Roosevelt PTO Reimbursement Form
Instructions:
1. Before making any purchase, please obtain the Roosevelt PTO Tax Exemption Form, available from your committee chair or by contacting the PTO on their website. This Tax Exemption Form should be presented to the vendor before you pay for any purchases or services. As a non-profit, PTO purchases are not subject to tax. The Roosevelt PTO will not reimburse sales tax.
2. Complete the Expense Reimbursement Request Form. Payments cannot be made without receipts.
3. Make a copy of the reimbursement request form and any receipts for your personal records.
4. You may submit your reimbursement request one of two ways:
a. Scan all documents and send via email to prrooseveltptotreasurer@gmail.com. You can also submit high quality pictures of forms and receipts in lieu of scanning. This is the preferred method and will result in the quickest reimbursement.
b. Complete reimbursement form and submit receipts online.
5. Payment will be made via electronic check sent by Chase Bank. If a physical check is preferred, then please indicate this in the Special Notes section on the form. If you would like to be paid using Chase Bank QuickPay/Zelle, then please indicate this on the reimbursement form.
6. Please submit all receipts within 30 – 45 days of when the expense was incurred. All expenses should be submitted within 30 days of the completion of the event. The PTO Treasurer will make payments within 15 business days of receipt.
7. If you have any questions about this process, please contact the PTO Co-Treasurers Karla Arnswald and Courtney Smee at prrooseveltptotreasurer@gmail.com