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. (There is an exception for purchases made through Costco, Sam's Club, and Amazon)

2. Complete this entire expense reimbursement request form and upload your receipts for which you are asking to be reimbursed. Reimbursements cannot be made without receipts.

3. Make sure to save a copy of the reimbursement request form and any receipts for your personal records.

4. Reimbursements will be made via a physical check or through Chase Bank QuickPay/Zelle. Please indicate how you would like to be paid by filling out that specific section with the correct information.

5. Payment by Zelle will be the quickest. If you choose to be reimbursed by check, you will pick it up in the main office or you can add your address if you want it to be delivered to your home. The treasurer will contact you to schedule date/time of delivery.

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 fulfill reimbursements within 15 business days of receipt, unless otherwise notified.

7. If you have any questions about this process, please contact the PTO Co-Treasurers Karla Arnswald and Courtney Smee at prrooseveltptotreasurer@gmail.com