Spring / Summer 2023
1) Complete all areas:
- Incomplete forms, forms without the proper banking information and forms without the proper backup as required below will be denied.
2) Purchases:
- Upload a copy of your invoice(s) & receipt(s).
- Invoices / receipts must be in your own name and must clearly state company name, dated purchased, item(s) purchased, total paid and payment method.
- Cash register receipts must clearly state company name, date purchased, item purchased, total paid and payment method.
- If the invoice does not indicate payment method / amount paid, then you must upload proof of payment (credit card statement or bank statement).
- For online purchases, upload the final invoice/shipping confirmation verifying the shipping date and payment information.
- Log into your online account to download the final invoice.
- The items must be delivered before submitting a claim.
- An order confirmation IS NOT considered proof of purchase.
- We do not accept screen shots.
- Apple watch and/or Cell phones are NON-ELIGIBLE Expenses.
3) Conferences, seminars, workshops, and meetings:
- Upload proof of registration and details.
- A description & an agenda of the event must be uploaded.
- The event must have occurred prior to submitting a claim.
4) Foreign Exchange (F/X):
- To validate F/X rates upload a credit card statement or bank statement.
- For foreign credit cards and foreign bank statement(s) please upload foreign exchange rate calcuated through bank of Canada.
- https://www.bankofcanada.ca/rates/exchange/
- Failure to provide the foreign exchange information will result in the claim being processed at an exchange rate of 1 to 1.
5) Deadline:
- Claims for Spring / Summer 2023 must be submitted between June 1 and July 31, 2023
- Receipts must be dated in 2023
For questions please contact the Unit 3 VP (Chief Steward)
Eligibility:
A. CUPE 3904 Unit 3 members with a GA, TA or Lab Monitor contract starting April 01, 2023 or later.
B. Limited to 1 claim to a maximum of $400 per calendar year (min. claim $100).
C. Funds are limited and paid on a first-come-first-served basis.
D. Receipts must be dated in the same year as the claim; receipts from prior year(s) are not valid.
E. Expenses related to conferences, seminars, workshops. and meetings must be submitted after the event has occurred.
Eligible Expenses:
A. Membership fees in learned societies and professional organizations.
B. Registration fees for conferences, seminars, workshops, meetings of learned societies or other professional organizations (DOES NOT) cover Continuing Education at Toronto Metropolitan University (TMU) or other Institutions.
C. Travel expenses & accommodations related to conferences, seminars, workshops, meetings of learned societies or other professional organizations not covered by or in excess of monies available from other funds for similar purposes (e.g. MTU Graduate Travel Fund or Student Union Graduate Travel Grant).
D. Books and subscriptions to scholarly journals for professional development.
E. Thesis binding and supplies.
F. Expenses directly associated with your professional program; Computer software used in the classroom, classroom supplies (calculators, pencils, pens, markers, highlights, paper, toner, PPE etc.).
G. Maternity-related costs and or costs from registered child-care providers.
H. Costs associated with economic hardship due to emergency, approved by CUPE 3904.
I. Office expenses that aid to create ergonomic enhancements for the purpose of online teaching and/or marking (including office chairs, desks and computer stands).
J. Electronic devices and/or accessories that aid in the delivery of online teaching and/or marking (includinng computer hardware, monitors, docking stations and earbuds/headsets).
Non-Eligible Expenses:
A. Costs relating to medical and dental expenses must be claimed through the Health Benefit Fund.
B. Tuition, annual subscriptions (example Grammarly, Data Camp etc.), cell phones, parking, metro pass / presto card, passports, visa applications, living expenses (rent, utilities, groceries etc.), personal items (winter jackets, backpacks, bags, purses etc.), or the expenses for your dependents and/or relatives.
DUE TO THE HIGH VOLUME OF CLAIMS, PLEASE DO NOT CONTACT THE CUPE OFFICE FOR AN UPDATE TO YOUR APPLICATION:
- Only online claims submitted through the online portal are accepted.
- No hard copies or email copies of claims, invoices and/or receipts are accepted.
- Claims submitted without proper back-up for expenses and/or banking information will be denied.
- All payments will be processed by electronic funds transfer (EFT) within 8 weeks.
For questions please contact the Unit 3 VP (Chief Steward)