Ocean Air PTA Reimbursement Requests
Downloadable Form Here:
See Example
Make sure to add your receipt to the form. Please indicate whether you want payment by Zelle or Check.
PDF FILLABLE FORM
1. Download OA PTA Expense Reimbursement and Payment Form and save to files.
2. Open file and complete top portion only.
3. Save and rename file with the following name format: Firstinitial.Lastname.Event.$amount
4. Email PDF and invoice /receipt into ONE document to financialsecretary@oceanairpta.org
(**tip- to combine receipt(s) to PDF form, the easiest way is to upload form and receipt images onto ChatGPT)
When will I receive my reimbursement check?
Expense reimbursements may take up to 5 weeks to process due to our approval cycle. Checks or Zelle will be mailed/sent to the address or email/phone listed on the reimbursement form . To help us manage the PTA budget, we ask you to submit all reimbursement expenses within 30 days of purchase.
Where do I send my completed reimbursement?
General PTA expenses - financialsecretary@oceanairpta.org
Science Olympiad - sciolytreasurer@oceanairpta.org
Why do I need to do this?
OA PTA is dedicated to supporting cost-saving and environmentally friendly operations. Therefore, we are converting to a completely electronic reimbursement system. This file format is required for us to handle over 300 reimbursement requests every year in a 100% electronic process. Multiple board members put in hours of volunteer time and adhering to these guidelines greatly assist us.
