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Employee Reimbursement Request Form

Association Name
Email
Email for the person submitting this form.
Employee Name

First NameLast Name
2nd. Employee Name (if applicable)

First NameLast Name
3rd. Employee Name (if applicable)

First NameLast Name
Additional Management Services Performed
GL Account Code (for the Association charges)
Should match Association's budget and income statement. If nothing is entered, a default designation will be used.
Additional Information
Explain the Additional Management Service that was selected.
Backup Documentation / Receipts (if available)

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By submitting this form, you acknowledge that it complies with the required process:
- The employee submitting the request is responsible for ensuring:
1. Accurate charges, verifying whether there are different rates in the client’s management agreement;
2. Accurate GL codes based on the client’s budget and income statement; and
3. Sufficient documentation for the reimbursement, where needed
- Only one (1) reimbursement request should be submitted per service charge.
- AP will process a payment from the HOA to PPM for the appropriate charge(s).
- AP will process payment from PPM to the respective employee(s).
- If more than one employee is involved, the manager should submit the reimbursement request unless a VP is involved.
- If a VP is involved, the VP should submit the reimbursement request on behalf of all involved employees.
- Multiple employees should not submit for the same service, as each employee can be listed on the reimbursement form. AP will reference this document to ensure that employee allocations are distributed accordingly.
- Reimbursements to PPM will appear in the Association’s cash disbursement report. AP will handle the transfer of funds as an inter-Association transfer in lieu of a payable that requires manager approval. AP will use designated GLs unless otherwise provided by the person submitting the reimbursement request form.
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