OPSEU/SEFPO Attention: Member Services Unit 100 Lesmill Road North York, ON M3B 3P8
If you have any concerns or require assistance, please reach out to OPSEU/SEFPO First Vice-President/Treasurer, Laurie Nancekivell ([email protected]), copying [email protected]. In solidarity,JP Hornick and Laurie Nancekivell President and First Vice-President/Treasurer OPSEU/SEFPOExpense claim checklist
Printable version of expense claim checklist- Personal Information (Top Left Section)
- Fill out the section with your personal
- If you do not know your Union # or Local #, leave
- Event Information (Top Right Section): This information can often be found in the Event Call-Out Letter/Package
- Name of the Event/Meeting
- Event Location, Event Date(s), Event ID Number, Time of the Event
- Expense Details: For each expense, complete the Date of Expense, Explanation/ Reason for Expense, and Dollar ($) Amount
Specific Categories (only complete applicable columns):
- Own Time & Wages – Enter claimed amount
- Mileage
- # of OPSEU members driving with you (0 if alone)
- KM driven (round trip or split into two lines), Google maps is helpful to determine the distance
- Calculate at $0.60/km if you’re the only member in the vehicle (multiple passenger info found on 2nd page of claim)
- Meals (receipts not necessary for meals)
- Check applicable meal boxes (Breakfast, Lunch, Dinner)
- Enter total $ amount per meal
- Family Care
- For Family Care Claims, ensure ONE of the following is completed:
- Attach the Family/Attendant Care Claim Form, OR
- Complete the Family/Attendant Care Section on Page 2
- Enter hours range for each date and total $ amount per day
- For Family Care Claims, ensure ONE of the following is completed:
- Hotel – Enter amount (need receipt showing zero balance/$0 still owing for hotel)
- Miscellaneous Expenses (e.g., parking, airfare, taxi, )
- Label the expense (e.g., “Airfare”) and enter $ amount
- Totals & Final Calculations
- Total each column of expenses
- Add all column totals and enter Subtotal
- If applicable, enter Advance amount & Advance #
- Enter final Balance Owing to Member
- Sign and date the completed claim form
- Total each column of expenses
Submitting your Member Expense Claim Form (with receipts):
Subject line for email: your name, event, date (e.g., Susan Smith, Convention, Apr 24-27 2025)- Submit all documents by email to: [email protected]
- Attach all required itemized receipts
- Note: Receipts not required for mileage and meals
- Hotel receipt (with $0 balance)
- Airfare receipt, Taxi/Uber receipt, Train receipt
- Cell/Internet receipt
- Parking receipt
- Attach all required itemized receipts
Tips for a smooth claim process:
- If possible, use the electronic version of the claim form and TYPE the appropriate
- Once it is filled out, save the form as a PDF file. If possible, rename it with “NAME EVENT DATE” and submit that as your expense claim (e.g., Susan Smith Convention 2025 April 24-27)
- If you are writing in information by hand, write legibly… we can’t process what we can’t read/understand.
- Check the scan/pictures of your receipts for clarity (blurry pictures cause issues).
- Only include one event per claim form.
- If you have two or more events, even if they are on same day or one after another, use SEPARATE FORMS for each event.
- Only include one event per email
- Double check that you have all receipts If you are missing a receipt, it will cause delays.
- If you complete the TOTALS of each column, it is easier to
- If you use a subject line for the email that has: NAME, EVENT, DATE, it makes it very easy to match the claim with the event you attended (e.g., Susan Smith, Convention 2025, April 24-27 2025).
- If you received an advance, remember to put it on the
- If you have special approvals or additional information on your claim, please include it in the email.
- Submit your claim as soon as possible AFTER the event, in accordance with OPSEU/SEFPO policy; claims received 90 days after an event require additional
- Keep your information in the same email or email chain and send all documents at the same time. It is almost impossible to match a random receipt with an existing claim. Keep a copy of your claim and receipts.