Personal Expense Reimbursement Forms

To ensure a smooth and efficient reimbursement process for out-of-pocket expenses related to official Kappa Kappa Psi obligations, please follow the steps below:

1. Eligible Expenses:
   • Only out-of-pocket expenses incurred for official Kappa Kappa Psi obligations are eligible for reimbursement.
2. Form Requirements:
   • Use the most up-to-date reimbursement form.
   • Verify the federal mileage rate before completing your form.
3. Event Submission:
   • Submit a separate reimbursement form for each event or trip. Combining multiple events or trips into a single form is discouraged.
4. Form Completion:
   • Fill out the form with as much detail as possible. Providing comprehensive information ensures accurate processing.
5. Receipts:
   • Include all receipts with your submission.
   • Ensure receipts are legible and include clear, specific notes such as full names of participants, event details, and the purpose of the expense.
6. Meal Expenses:
   • For meal reimbursements, list all participants and their specific food items.
   • Reimbursement will not cover expenses for non-KKPsi members unless special permission is granted by the National President.
7. Donation Option:
   • Volunteers may choose to donate a portion of their reimbursement to the Fraternity.
   • Indicate the donation amount in the “For Donations” box on the form, specifying the fund you wish to contribute to.  (The fund selected should belong to the same organization as the expense line specified in the Charge To section of the form)
8. Submission Timeline:
   • All reimbursement requests and receipts must be submitted within 30 business days of the earliest transaction date.
   • Send your completed form and receipts to:
     • National President at president@kkpsi.org
     • Kathy Webster at webster@kkytbs.org

To ensure a smooth and efficient reimbursement process for out-of-pocket expenses related to official Tau Beta Sigma obligations, please follow the steps below:

1. Eligible Expenses:
   • Only out-of-pocket expenses incurred for official Tau Beta Sigma obligations are eligible for reimbursement. This includes but is not limited to: District Conventions, District Events, and National Events.
2. Form Requirements:
   • Use the most up-to-date reimbursement form.
   • Verify the federal mileage rate before completing your form.
3. Event Submission:
   • Submit a separate reimbursement form for each event or trip. Combining multiple events or trips into a single form is discouraged.
4. Form Completion:
   • Fill out the form with as much detail as possible. Providing comprehensive information ensures accurate processing.
5. Receipts:
   • Include all receipts with your submission.
   • Ensure receipts are legible and include clear, specific notes such as full names of participants, event details, and the purpose of the expense.
6. Meal Expenses:
   • For meal reimbursements, list all participants and their specific food items.
   • Reimbursement will not cover expenses for non-TBSigma members unless special permission is granted by the National President.
7. Donation Option:
   • Volunteers may choose to donate a portion of their reimbursement to the Sorority.
   • Indicate the donation amount in the “For Donations” box on the form, specifying the fund you wish to contribute to.  (The fund selected should belong to the same organization as the expense line specified in the Charge To section of the form)
8. Submission Timeline:
   • All reimbursement requests and receipts must be submitted within 30 business days of the earliest transaction date.
   • Send your completed form and receipts to:
     • The National Council at council@tbsigma.org
     • Kathy Webster at webster@kkytbs.org