Accountable Plan Exception Request
This form must be submitted with any reimbursement requests older than 90 days. Reimbursements issued outside this period are considered taxable income.
File: AccountablePlanExceptionRequestForm.docxThis form must be submitted with any reimbursement requests older than 90 days. Reimbursements issued outside this period are considered taxable income.
File: AccountablePlanExceptionRequestForm.docxThis form should be submitted with requests for reimbursements tied to refreshment breaks during lengthier events.
File: Events-Refreshment-Payment-Form.pdfFor many events (e.g. hosted meals, receptions, etc.), a list of participants is required with your reimbursement request.
File: participant_list.xlsIf you hosted a meal, please complete and attach this form to your reimbursement request.
File: Event-Meal-Payment-Form.pdf