Region 5 Training for Treasurers

Training for the Section Treasurer in Region 5 – Presentation (html) *

Training for the Region 5 Treasurer – Presentation (html) *

* Link redirects to Region 5 Community Site

Travel Reimbursement Checklist (updated 4.9.18):

The hyperlinks will access fillable PDF documents for the R5 Forms and an IEEE website for the expense report spreadsheet.

1. Complete R5 Funding Request and insure that you include position you are serving in the role of the funding, member number, and mailing address to send a check.
2. Complete the IEEE Travel Expense Report and include signature (typed name indicates signature).  This link takes you to an IEEE website to access the spreadsheet.
3. Complete R5 Mileage Worksheet (if necessary)
4. Include legible receipts for each expense (credit card statements are not a substitute).   Receipts are to be the itemized hotel and meal expenses.  For air travel, it is recommended to use a receipt given by the airline at time of travel.
5. Assemble all documents into a single pdf with funding request as page 1, travel expense spreadsheet as pages 2-4 and receipts behind it.
6. Email to the R5 Treasurer and copy the R5 Director.  Subject line should begin “IEEE R5 Funding Request – “

For assistance with travel arrangements, the IEEE Travel Program, World Travel, Inc. (html) is available for your use.

Forms and Templates

• US Sales Tax Exemptions for IEEE activities (html)
• Substitute W-8 and W-9 Forms (html)

Policies

R5 Travel Policy, Dated Feb 3, 2012 (docx)

Gift Award Policy, Dated Nov 5, 2017 (docx)

Check Writing Policy, Dated Nov 5, 2017 (docx)

Tutorials

Guidance on Submitting Travel Reimbursements (pptx)