2023 - UNIT 3 GENERAL ASSISTANCE FUND CLAIM

Unit 3 General Assistance Fund Claim 2023

Maximum of $400 per calendar year & Maximum of 1 claim per calendar year!
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)
- unit3vp@cupe3904.ca
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)
- unit3vp@cupe3904.ca
www. cupe3904.ca
Check Box: Unit 3 GA, TA or Lab Monitor*

I confirm that I have a current Unit 3 GA, TA or Lab Monitor contract, that I am currently being paid by Toronto Metropolitan University and, that my pay stub includes a deduction for CUPE 3904 Unit 3 union dues.
Surname (Last Name)*
First Name*
Department*
Employee ID*
(your Employee ID is on your paystub)
TorontoMU Email*
example@torontomu.ca
Phone Number*
Please enter a valid phone number.
Check Box: TorontoMU Email*

I understand it is my responsibility to ensure I have entered my current @torontomu.ca email address above otherwise my claim will be denied.
Please note that you must have a CUPE 3904 Unit 3 GA, TA or Lab Monitor contract in:

Winter 2023 to be elgible to apply for the Unit 3 General Assistance Fund.

You are NOT eligibable if you have a research assistant or exam invigilator contract.
Select either GA, TA or Lab Monitor contract for Spring / Summer 2023*

GA contract in Winter 2023TA contract in Winter 2023Lab Monitor in Winter 2023GA contract in Spring/Summer 2023TA contract in Spring/Summer 2023Lab Monitor in Spring/Summer 2023GA contract Fall 2023TA contract Fall 2023Lab Monitor in Fall 2023
Address*

Unit # - Street Number & Street Name

Street Address Line 2

CityProvince

Postal Code
Banking Information: File Upload
- A blank void cheque or
- A direct debit/deposit form downloaded from online banking or
- A direct debit/deposit form supplied to you by your bank.
ALL other forms if banking information will result in the claim being denied.

The blank cheque or direct debit/deposit form must include:
Your Name, Transit/Branch Number (5 digits), Financial Institution/Bank Number (3 digits) & Account Number (minimum of 7 digits).
Check Box: Banking Information*

I understand it is my responsibility to upload the proper Banking Information (as listed above) otherwise my claim will be denied.
File upload for banking information ONLY! (void cheque or direct deposit info.)*

DO NOT upload invoices, receipts or proof of payment here!
Cancelof
Check Box: Banking Information*

I have uploaded the proper Banking Information (void cheque OR direct debit/deposit form); all other forms of banking information will result in my claim being denied.
Purchases:
- Upload a copy of your invoice(s) & receipt(s) of payment below.
- 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.
Conferences, seminars, workshops and meetings:
- Upload proof of registration and details.
- A description & and agenda of the event must be uploaded.
- The event must have occurred prior to submitting a claim.
Foreign Exchange (F/X):
- To validate F/X rates upload a credit card statement or bank statement with the Canadian dollar amount.
- For foreign credit cards and foreign bank statement(s) please upload foreign exchange rate calculated 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.
Incomplete backup will result in the claim being denied.
Check Box: File upload for invoices and receipts*

I understand it is my responsibility to upload the proper backup (as listed above) for; Purchases, Conferences, and Foreign Exchange otherwise my claim will be denied.
File upload for invoices and receipts must be dated in 2023 (including proof of payment). Invoices dated in 2022 will result in the entire claim being denied!!!*

DO NOT UPLOAD BANKING INFO. HERE!
Cancelof
Check Box: File upload for invoices and receipts*

I have uploaded the proper backup (as listed above) for; Purchases, Conferences, and Foreign Exchange and accept responsibility that my claim will be denied otherwise.

Itemized Expenses.

	DATE MM/DD/YYYY 01/31/2022	COMPANY NAME	EXPENSE TYPE	AMOUNT (CDN $)
1
2
3
4
5
6

Please ensure you have upload banking information,
invoices, and receipts aboove.
TOTAL:
Check Box: Canada Revenue Agency*

I understand that it is my responsibility to retain all original invoices and receipts in accordance with the rules and regulations of Canada Revenue Agency (CRA).
Check Box: Eligibility*

I understand that I am eligible to submit only ONE CLAIM per calendar year for a maximum reimbursement of $400 and, that funds are limited & paid on a first come first served basis.
Check Box: Claim submission*

By submitting this claim I understand that I am NOT eligible to submit another claim until 2023.
Check Box: Unit 3 GA, TA or Lab Monitor*

I confirm that I have a current Unit 3 GA, TA or Lab Monitor contract, that I am currently being paid by Toronto Metropolitan University and, that my pay stub includes a deduction for CUPE 3904 Unit 3 union dues.
DUE TO A HIGH VOLUME OF CLAIMS WE ASK THAT MEMBERS DO NOT CONTACT THE CUPE OFFICE STAFF FOR UPDATES.
- Only online claims submitted through the online JotForm portal are accepted,
- i.e., printed and/or emailed documents will not be accepted;
- Proper banking information (void cheque OR direct debit/deposit form must be uploaded in electronic format in order to receive a reimbursement of funds.
All payments will be made by electronic funds transfer (EFT) within 8 weeks.
SIGNATURE*

Clear
DATE*

MonthDayYear
Date
FOR OFFICE / ADMINISTRATIVE USE ONLY!!!
Executive to Approve.
Date Approved by Executive

MonthDayYear
MM/DD/YYYY
Amount Approved by Executive
Total claimed or Eligibility amount whichever is less (Maximum of $500.00).
Comments re: Exectuive approval
Michael Cassibo to review banking information and eligibility.
Date banking information and eligibility reviewed by Michael Cassibo

MonthDayYear
MM/DD/YYYY
Eligibility Amount entered by Michael
Maximum of $500.00 per Calendar year
Comments by Michael Cassibo
Date reviewed by Joanne Lavictoire.

MonthDayYear
MM/DD/YYYY
Comments by Joanne Lavictoire.
Joanne Lavictoire to review invoices / receipts (items 2, 3 & 4) and Eligible Expenses (Items A to J).
General Ledger Account Number
Account 2180
Posting Date in QuickBooks

MonthDayYear
MM/DD/YYYY
Amount Entered / Paid
Maximum of $400.00
EFT Number
EFT Payment Date

MonthDayYear
MM/DD/YYYY
Should be Empty:

Unit 3 General Assistance Fund Claim 2023