1. How to Complete an SEC Reimbursement March 21, 2016

2. Step 1: Check Your Organization’s Budget  http://zone.medschool.pitt.edu/sites/SEC/SEC%2 0Budget/Forms/AllItems.aspx  Find the current school year  Find your organization’s budget  Make sure the event is properly funded

3. 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

4. Standard SEC Reimbursement Components  1. SEC Funds Request form  2. University Travel & Business (T&B) form  3. Original Receipt(s)  4. Attendance Sheet

8. 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

9. 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

10. 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 email. 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!

11. Need Help?  1. Check out the ‘Read Me’ instructional documents at SEC>Reimbursement Information  2. Talk to your organization’s Treasurer  3. Email Zean Chen (Vice President of Finance) at chen.zean@medstudent.pitt.edu