SPEF - Disbursement Request
  • General Information

    Disbursement Request
  • Date of Disbursement*
     - -
  • Grant Information

    Disbursement Request
  • To Be Used For:*
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  • Scholarship Information

    Disbursement Request
  • Why is this individual receiving the scholarship?*
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  • Format: (000) 000-0000.
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  • Educational Programming Information

    Disbursement Request
  • NOTE: Must comply with US Tax Code and IRS Regulations

    2026 Orlando Convocation
    Approximately 30% of the 2026 Orlando Convocation program consists of qualifying educational initiatives. As a result, chapters with a fully funded Chapter Education Fund (CEF) may request reimbursement for a proportional share of eligible attendance expenses.

    This percentage was determined following a legal review conducted in accordance with current IRS guidelines regarding the use of CEF funds for the 2026 Convocation.

    All reimbursement requests for the 2026 Orlando Convocation must be submitted no later than July 15, 2026.

    Other Educational Events
    Educational programming percentages for other events — including Mid-Year, the Tony Siress Summit, and similar programs — will be reviewed individually based on each event’s agenda and educational content.
    The percentage of eligible reimbursable expenses may vary by event following review under current IRS guidelines.

    Travel, Mileage, and Lodging Expenses
    Eligible expenses such as travel, mileage, lodging, and related attendance costs may be submitted for reimbursement; however, reimbursement will be limited to 30% of approved, allowable expenses.

  • Type of Educational Programming*
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  • Reimbursement for: (ARCHIVED)*
  • Submission

    Disbursement Request
  • The undersigned understands this is a request for disbursement only and does not constitute a commitment by or contract with the Foundation to disburse funds.

    The undersigned agrees to obtain and provide to the Foundation any documentation and other information needed to verify use of any disbursed funds, as requested. 

    The undersigned agrees that any funds disbursed as a result of this request, but not used for the purposes set out in this request, must be returned to the Foundation.

  • Format: (000) 000-0000.
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