Social Club Reimbursement Form printable pdf download

Social Club Reimbursement Form

UNT System

Social Club Reimbursement Form

How to complete the form:

Social Club reimbursements

Effective January 1, 2013, the portion of the monthly dues that can be reimbursed is directly related to

the fully substantiated business expenses for the month.

Typically dues are billed the last day of the previous month. For example, the December Statement

would bill the dues for January.

Club dues for the month are not reimbursable until the statement for the month’s activity is received.

The statement needs to be reviewed and each charge marked using the directions on page one of the

Club Reimbursement form.

The business expense log (page two of the form) needs to be completed for the business expenses. An

itemized receipt is required for each reimbursement.

If the club membership is used for personal purposes any time during a month, then that portion of the

club dues directly related to the personal use will not be reimbursed.

Example 1

The club is used once during the month for a fully substantiated business expense, then the dues for the

month are considered business related and will be fully reimbursed.

Example 2

The club is used twice during the month, once for business entertainment and once for personal

purposes, then one half of the monthly dues may be reimbursed as a nontaxable business expense and

the other one half will not be reimbursed because the expense is considered personal.

Example 3

The club is not used for any purpose in the given month; the dues are considered a personal expense by

the IRS and cannot be reimbursed.

Social Club Reimbursement Form