Get Claim Form For Reimbursement Of ... - Legal Pundits

Filling out the claim form for reimbursement of expenses associated with conducting a workshop can be a straightforward process if you follow the appropriate steps. This guide aims to provide clear and supportive instructions to help users complete the form accurately and efficiently.

Follow the steps to successfully complete your claim form.

1. Click the ‘Get Form’ button to obtain the form and open it for editing.
2. In the first section, fill in the name of your organization under 'M/s.'. Ensure that you indicate whether your group is an Investors’ Association recognized by SEBI, an NGO, or another entity focused on financial literacy and investor education.
3. Next, input the total amount of expenditure incurred in connection with the workshop in both numerical and written form, ensuring accuracy in how you represent the figures.
4. Provide details for the workshop: specify the location where the workshop was held, the date of the event, the start and end times, and the number of investors who attended.
5. In the itemized section, list the various expenses related to the workshop, including hiring premises, invitation costs, banner charges, refreshments, travel and lodging details, honorarium for speakers, and photography costs. Clearly enter the amount for each item in the adjacent field.
6. Calculate the total amount requested for reimbursement by summing the individual expenses listed and entering that value under 'TOTAL'.
7. At the end of the form, include the name and signature of the office bearer of your organization, along with the date and place of signing. Ensure that your organization's seal is also affixed.
8. Finally, the form must be verified by an auditor, who will sign, date, and stamp the form with their firm’s seal. Confirm that the number of original bills enclosed is clearly indicated.
9. Once all sections are completed and verified, make sure to save your changes, download the form, print it for submission, or share it as required.

Complete your claim forms online to ensure a smooth reimbursement process.